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Wealth Advisor Jobs in Kansas (NOW HIRING)

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 ...

Private Wealth Advisor; Investment Management Pay Transparency Salary Range: Not Available Application Deadline: 09/18/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities ...

Private Wealth Advisor; Investment Management Pay Transparency Salary Range: Not Available Application Deadline: 09/18/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities ...

Wealth Advisor

Overland Park, KS · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial ...

The Wealth Advisor will possess exceptional analytical skills, a client-centric approach, and a proven ability to build long-lasting relationships. Essential Duties Build and maintain relationships ...

The Wealth Advisor is responsible for account management, business development, investment management, and consultative selling. A successful candidate will have: * A demonstrated ability and drive ...

Recruit new advisors to the AE Wealth Management platform, building and maintaining your own list of qualified leads through warm contacts and ongoing relationship building * Coach advisors on ...

Recruit new advisors to the AE Wealth Management platform, building and maintaining your own list of qualified leads through warm contacts and ongoing relationship building * Coach advisors on ...

Work in collaboration with other Wealth Advisors, Retail Market Managers, Commercial Lenders, and other organization contacts. Develop new business by contacting centers of influence (COI ...

Work in collaboration with other Wealth Advisors, Retail Market Managers, Commercial Lenders, and other organization contacts. Develop new business by contacting centers of influence (COI ...

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Showing results 1-20

Wealth Advisor information

See Kansas salary details

$41.9K

$91.9K

$132.4K

How much do wealth advisor jobs pay per year?

As of Aug 29, 2026, the average yearly pay for wealth advisor in Kansas is $91,932.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $110,100.00 per year, depending on experience, location, and employer.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

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

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.

What are the most commonly searched types of Wealth Advisor jobs in Kansas?

The most popular types of Wealth Advisor jobs in Kansas are:

What are popular job titles related to Wealth Advisor jobs in Kansas?

For Wealth Advisor jobs in Kansas, the most frequently searched job titles are:

Infographic showing various Wealth Advisor job openings in Kansas as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, 1% Temporary, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $91,932 per year, or $44.2 per hour.

Full-time

Re-posted 15 days ago


Job description

Req ID: 78314
Location: Topeka -TOPE
Areas of Interest: 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, 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
Formula Based
Summary
This team is passionately dedicated to the communities they serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients' needs and crafting bespoke solutions through a comprehensive, client-centric approach. They provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve, and seamlessly transition their wealth.
Job Description
The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. The Advisor is responsible for managing client relationships including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client's long-term financial goals. Advisor monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community.
Team Culture
Our private wealth team emphasizes trust, integrity, and personalized service, focusing on long-term client relationships and tailored financial solutions. The department fosters a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality. Continuous learning, professional development, and ethical practices drive the team to deliver exceptional value and expertise.
How You'll Spend Your Time
  • You will build, maintain, and expand strong client relationships through consistent engagement and support.
  • You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives.
  • You will meet with clients and prospects to educate them on BOKF's investment philosophy and approach.
  • You will conduct client analysis to determine financial goals and recommend managed account solutions.
  • You will represent BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies.
  • You will develop and implement marketing and business development strategies tailored to your strengths.

Education & Experience Requirements
This level of knowledge is normally acquired through completion of a bachelors and 5 - 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience.
  • Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory.
  • Highly professional appearance.
  • Excellent verbal and written communication skills.
  • Highly organized individual with the ability to work in a fast-paced, team environment.
  • Self-directed and self-motivated individual.
  • Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software.
  • May carry FINRA licensure.

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.