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Wealth Assistant Jobs in Kansas (NOW HIRING)

RCB Bank

Wealth Advisor - Wichita

Wichita, KS · On-site

$65 - $95/hr

Work in collaboration with other Wealth Advisors, Retail Market Managers, Commercial Lenders, and ... Use expertise to assist other Department officers in resolving client issues and complaints. Foster ...

RCB Bank

Wealth Advisor - Wichita

Wichita, KS · On-site

Work in collaboration with other Wealth Advisors, Retail Market Managers, Commercial Lenders, and ... Use expertise to assist other Department officers in resolving client issues and complaints. Foster ...

rcb

Wealth Advisor - Wichita

Wichita, KS · On-site

Work in collaboration with other Wealth Advisors, Retail Market Managers, Commercial Lenders, and ... Use expertise to assist other Department officers in resolving client issues and complaints. Foster ...

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All JobsWealth JobsWealth Assistant JobsWealth Assistant Jobs in Kansas

Wealth Assistant information

See Kansas salary details

$8

$26

$59

How much do wealth assistant jobs pay per hour?

As of Sep 4, 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 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 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 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.

Financial Advisor Internship

Synergy Wealth Solutions

Overland Park, KS • On-site

Full-time

Re-posted 16 days ago

Job description

About Us:

At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast.

The Role:

We are seeking a motivated, outgoing, and coachable Financial Advisor Intern who wants real-world exposure to a career in wealth management and financial planning. This full-time internship is built for someone who is energized by people, curious about business, and interested in a career that blends relationship-building, influence, and meaningful client impact.

You will gain hands-on exposure to how advisors prepare for meetings, support clients, uncover opportunities, and build a successful practice. This is more than observation—it is a front-row seat to how a planning-focused business grows.

This role is best suited for someone who is eager to learn quickly, communicates well, and wants to build confidence in a fast-moving, people-centered environment.

What You'll Do:

Advisor & Planning Exposure

Observe how advisors prepare for and participate in client meetings

Assist with financial planning preparation, data gathering, follow-up tasks, and internal coordination

Learn how holistic financial planning connects retirement, insurance, investments, and long-term goals

Support planning and service teams with project-based work that improves the client experience

Business Development Exposure

Participate in prospecting, event support, and outreach initiatives

Learn how advisors build trust, generate opportunities, and create long-term relationships

Support marketing, networking, or client appreciation efforts as needed

Professional Development

Receive mentorship from experienced advisors and firm leaders

Develop communication, professionalism, and relationship-building skills

Gain insight into the habits and disciplines that drive long-term success in financial services

What Makes You a Great Fit:

Current college student, recent graduate, or early-career professional with interest in financial services

Strong communication and interpersonal skills

Motivated, confident, curious, and eager to learn

Comfortable in a fast-paced, relationship-oriented environment

Organized, dependable, and professional

Why You'll Love It Here:

Hands-on exposure to the financial advisor career path in a full-time development environment

Mentorship from experienced advisors and firm leadership

A high-energy, team-oriented culture with meaningful growth potential

The opportunity to explore a career that combines purpose, relationships, and income opportunity

A potential pathway into a full-time advisor role after the internship