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Wealth Advisor Jobs in Kansas (NOW HIRING)

Wealth Advisor

Wichita, KS · On-site

  • Medical

  • PTO

Wealth Advisor The Wealth Advisor role presents an exciting opportunity for individuals passionate about financial planning and client development. This position is pivotal in guiding clients through ...

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: 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: 08/31/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities ...

Wealth Advisor

Overland Park, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Wealth Advisor - Wichita

Wichita, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Wealth Advisor - Wichita

Wichita, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

$65K - $75K/yr

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth ... S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core ...

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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 13, 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 qualifications do you need to be a wealth advisor?

To become a wealth advisor, candidates 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 tools, and compliance with industry regulations are also important.

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.

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 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 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 and financial products.

How much does a wealth advisor earn?

A wealth advisor's average annual salary typically ranges from $70,000 to $150,000, depending on experience, location, and client base. Many advisors also earn commissions or bonuses based on assets under management and performance.

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 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:

What job categories do people searching Wealth Advisor jobs in Kansas look for?

The top searched job categories for Wealth Advisor jobs in Kansas are:

Infographic showing various Wealth Advisor job openings in Kansas as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $91,932 per year, or $44.2 per hour.

Full-time

Medical, PTO

Re-posted 19 days ago


Job description

Position Title: Wealth Advisor
The Wealth Advisor role presents an exciting opportunity for individuals passionate about financial planning and client development. This position is pivotal in guiding clients through their wealth management journey while building and nurturing a robust client portfolio. Advisors will engage in business development activities, including both cold outreach and client inheritance. The role demands strong technical expertise in investments and tax strategies, along with a commitment to holistic financial planning. Successful candidates will thrive in a collaborative environment, leveraging extensive resources to foster client relationships and drive growth.
Wealth Advisor Responsibilities:
  • Provide comprehensive financial planning and investment strategies to clients
  • Engage in business development through cold outreach and client referrals
  • Inherit and manage a portion of an existing client book
  • Conduct client meetings and presentations to discuss financial goals
  • Collaborate with a Portfolio Manager and support staff for administrative tasks
  • Utilize marketing resources to generate leads and cross-sell services
  • Maintain a proactive approach to client relationship management

Wealth Advisor Requirements:
  • 5-7 years of experience as a financial advisor, with strong wealth planning and technical expertise in investments and tax strategies
  • A proven track record in client acquisition and business development
  • RIA background is required
  • Series 65 license is required
  • Bachelor's degree is strongly preferred
  • CFP designation is preferred
  • Experience with Moneyguide Pro is preferred

Benefits:
  • Unlimited PTO, termed as life/balance PTO
  • Opportunity to purchase company stock with initial shares awarded upon joining
  • Access to HMO and PPO medical options
  • Comprehensive benefits information available at the company website

If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1

Boutique Recruiting logo

About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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