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Wealth Assistant Jobs in Kansas (NOW HIRING)

Be Ventures

Wealth Assistant

Greensburg, KS · On-site

Position Summary The Wealth Assistant plays a crucial role in supporting the day-to-day operations of the advisory team. This position ensures smooth scheduling, accurate data management, timely ...

Be Ventures

Wealth Associate - Trading

Salina, KS · On-site

You will work closely with Wealth Managers, Wealth Assistants, and leadership to deliver seamless client service, accurate execution, and high professional standards. Key Responsibilities * Assist in ...

Be Ventures

Wealth Intern

Greensburg, KS · On-site

$13.25 - $17.50/hr

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in ... * Assist with data entry and maintenance across CRM and technology platforms * Help prepare ...

New

Harbourfront Wealth Management

$65K - $75K/yr

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth ... You will be responsible for: * Assist with Trust and Estate account administration, including ...

Harbourfront Wealth Management

$50K - $55K/yr

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth ... Keep up to date on all procedural and documentation requirement changes; * Assist with handling ...

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How much do wealth assistant jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for wealth assistant in Kansas is $26.46, according to ZipRecruiter salary data. Most workers in this role earn between $15.07 and $30.99 per hour, depending on experience, location, and employer.

What qualifications do I need to work in wealth management?

Wealth assistants typically need a bachelor's degree in finance, economics, or a related field. Relevant skills include strong communication, financial analysis, and proficiency with financial software; certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

What are the key skills and qualifications needed to thrive as a wealth assistant?

To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.

What is a wealth assistant?

A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.

What does a wealth assistant do?

A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.

What are the most commonly searched types of Wealth jobs in Kansas? The most popular types of Wealth jobs in Kansas are:
What are popular job titles related to Wealth Assistant jobs in Kansas? For Wealth Assistant jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Wealth Assistant jobs in Kansas look for? The top searched job categories for Wealth Assistant jobs in Kansas are:
What cities in Kansas are hiring for Wealth Assistant jobs? Cities in Kansas with the most Wealth Assistant job openings:
Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $55,028 per year, or $26.5 per hour.

Wealth Assistant

Be Ventures

Greensburg, KS • On-site

Full-time

Re-posted 7 days ago

Job description

Description:

Position Summary

The Wealth Assistant plays a crucial role in supporting the day-to-day operations of the advisory team. This position ensures smooth scheduling, accurate data management, timely notifications, and essential administrative support. The Wealth Assistant serves as a key operational coordinator, team-area lead across several functions, and provides lite service support to maintain a seamless client experience. This role promotes organizational efficiency and strengthens team performance through reliable, detail-oriented execution.


Key Responsibilities

  • Manage scheduling for client meetings, internal appointments, and advisor calendars.
  • Oversee data management, ensuring accuracy and consistency across CRM and technology platforms.
  • Complete month-end close-out procedures, including task audits, documentation checks, and system updates.
  • Manage and send notifications to clients and internal team members as needed.
  • Provide lite service support, including address updates, bank account changes, and move-money assistance within permitted guidelines.
  • Prepare and organize documents ahead of advisor and team meetings.
  • Assist in tracking outstanding tasks, deliverables, and follow-ups.
  • Maintain digital filing systems and ensure proper documentation storage.
  • Support event logistics such as scheduling, RSVP tracking, materials preparation, and coordination with vendors.
  • Coordinate client communications, including sending emails, reminders, and follow-up messages.
  • Collaborate with team members to improve operational workflows and enhance service delivery.
  • Supports Be Wealth’s Strategic Plan by actively engaging in initiatives, workflows, and responsibilities that advance firmwide goals and ensure continued organizational growth.


Requirements:

Qualifications

  • Associate or bachelor’s degree preferred.
  • Experience in administrative support, financial services, or customer service roles is a plus.
  • Strong organizational and time-management skills with proven reliability.
  • Proficiency with CRM systems, Microsoft Office, and digital communication tools.
  • Strong verbal and written communication skills.
  • High attention to detail and the ability to manage multiple responsibilities effectively.
  • Client-focused mindset with commitment to professionalism and confidentiality.

Key Performance Indicators

  • Accuracy and timeliness of scheduling and notifications.
  • Clean, organized, and compliant data management.
  • Successful completion of month-end close-out tasks.
  • High-quality support provided to team area responsibilities.
  • Positive client and team feedback.