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Private Wealth Management Associate Jobs in Kansas

BOK Financial

Wealth Advisor

Wakarusa, KS · On-site

Private Wealth Advisor; Investment Management Pay Transparency Salary Range: Not Available Application Deadline: 08/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities ...

BOK Financial

Wealth Advisor

Topeka, KS

Private Wealth Advisor; Investment Management Pay Transparency Salary Range: Not Available Application Deadline: 08/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities ...

BOK Financial

Wealth Advisor

Wakarusa, KS · On-site

Private Wealth Advisor; Investment Management Pay Transparency Salary Range: Not Available Application Deadline: 08/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities ...

INTRUST Bank

Trust & Wealth Legal Counsel

Wichita, KS · On-site

Provides legal advice and counsel to INTRUST Private Wealth Management on a variety of legal matters/problems, prepares resolutions and makes recommendations to Relationship Managers and Management.

INTRUST Bank

Trust & Wealth Legal Counsel

Wichita, KS · On-site

Provides legal advice and counsel to INTRUST Private Wealth Management on a variety of legal matters/problems, prepares resolutions and makes recommendations to Relationship Managers and Management.

INTRUST Bank

Trust & Wealth Legal Counsel

Wichita, KS · On-site

$120 - $180/hr

Job Summary Provides legal advice and counsel to INTRUST Private Wealth Management on a variety of legal matters/problems, prepares resolutions and makes recommendations to Relationship Managers and ...

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Private Wealth Management Associate information

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How much do private wealth management associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for private wealth management associate in Kansas is $17.72, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $18.41 per hour, depending on experience, location, and employer.

What is a private wealth management associate?

A Private Wealth Management Associate is a financial professional who supports wealth managers and advisors in serving high-net-worth clients. Their responsibilities typically include preparing financial reports, analyzing investment portfolios, researching financial products, and assisting with client communications. They play a critical role in ensuring that clients receive personalized service and tailored investment strategies. This position is often an entry point for those seeking a career in private wealth management or financial advisory. Associates work closely with senior advisors to deliver comprehensive financial planning and investment management solutions.

What is the difference between Private Wealth Management Associate vs Financial Advisor?

AspectPrivate Wealth Management AssociateFinancial Advisor
CredentialsTypically requires a Series 7, Series 66, or 65 license; often a bachelor's degree in finance or related fieldOften holds Series 7, Series 66, or 65 licenses; may also have CFP certification
Work EnvironmentWorks within private banks or wealth management firms, supporting high-net-worth clientsWorks independently or within firms, providing financial planning and investment advice to a broad client base
Employer & Industry UsageCommonly employed by private banks, investment firms, and wealth management companiesEmployed by financial advisory firms, banks, or independently as registered representatives

The main difference is that a Private Wealth Management Associate primarily supports senior staff and manages client data, while a Financial Advisor directly provides personalized financial planning and investment advice to clients. Both roles require similar licenses and certifications, but their responsibilities and work environments differ.

What are the key skills and qualifications needed to thrive as a private wealth management associate, and why are they important?

To thrive as a Private Wealth Management Associate, you need a solid understanding of finance, investment principles, and portfolio management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as the FINRA Series 7 or CFA Level I is highly valued. Exceptional interpersonal skills, discretion, and attention to detail are essential for building client trust and managing sensitive information. These skills and qualifications are crucial for delivering tailored financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

What are the typical career progression opportunities for a private wealth management associate?

As a Private Wealth Management Associate, you typically start by supporting senior advisors, managing client relationships, and assisting with portfolio analysis. With demonstrated performance and additional certifications, you may advance to roles such as Wealth Advisor or Portfolio Manager, taking on more direct responsibility for client accounts and strategy. Many firms provide structured mentorship and training programs to facilitate this growth, and progression often depends on both technical expertise and strong interpersonal skills. Career advancement in this field is also closely tied to your ability to develop and retain client relationships.
What are the most commonly searched types of Private Wealth Management jobs in Kansas? The most popular types of Private Wealth Management jobs in Kansas are:
What are popular job titles related to Private Wealth Management Associate jobs in Kansas? For Private Wealth Management Associate jobs in Kansas, the most frequently searched job titles are:
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Private Wealth Management Associate jobs near you

Wealth Management Risk Consultant II

BOK Financial

Bonner Springs, KS • On-site

Full-time

Re-posted 2 days ago

Job description

Req ID: 78252 

Location: Tulsa -TUL, Oklahoma City -OKC, Dallas -DAL, Fort Worth -FTWT, Kansas City -KSCY, Phoenix -PHOE 

Areas of Interest: Corporate Trust; Risk Management; Wealth Management 

Pay Transparency Salary Range: Not Available 

Application Deadline: 08/31/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
Discretionary
Summary

We are a trusted and experienced Financial Institution that acts in the best interest of our clients and the communities we serve. We thrive using our knowledge, experience, resources and disciplined approach to help others make the right decisions for their future. 

Job Description

The Wealth Management Risk Consultant is primarily responsible for assisting with the management of the Control Objectives for their respective business line, which includes among other things, identifying areas of potential risk for the business line and/or its clients.  Performs independent reviews of new and existing accounts.  Reports any findings to the Strategic Risk Officer.  Identifies training needs and process improvements based upon review finding.  Assists with the development of processes, procedures and reporting systems to mitigate that risk.  Assists with routine audits and compliance tests. 

Team Culture

You'll work collaboratively with your colleagues and client facing teams across Wealth Management, including Private Wealth, Brokerage, and Institutional Wealth.  Integrity is the foundation on which our team builds relationships, trust, and effective partnerships. We live the company values in everything we do and act with honor and truthfulness.

How You'll Spend Your Time
  • You will perform independent reviews of new and existing accounts, the governing documents, account coding and / or control reports to confirm compliance with policies and procedures. You will also identify any gaps while working closely with administrators to correct and report any significant findings to the Strategic Risk Officer, Department Managers and/or Corporate Governance Committees when appropriate.
  • You will identify risks and assist with the implementation of controls to manage the identified risks while assisting with the drafting of policies and procedures to ensure that controls are effective and test those controls on a periodic basis. 
  • You will actively participate in annual reviews of process maps and the risk and control self-assessment (RCSA).
  • You will prepare for internal and external audits by working with administration to collect required data. This will include participating in ongoing meetings with auditors, compliance, regulators, and risk personnel to ensure all required information has been collected and reviewed. 
  • You will have routine interaction with corporate compliance, internal audit, and wealth management risk.
  • You will identify training needs and process improvements and assists the Strategic Risk Officer with the development of training materials and process improvements.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree and 5-7 years of knowledge and experience with Wealth Management relationships, or 9+ years equivalent experience.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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