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Wealth Associate Jobs in Lawrence, KS (NOW HIRING)

Modern Wealth Management, LLC

Tax Associate

Lenexa, KS · On-site

$65 - $80/hr

Tax Associate Full Time Lenexa, KS Lenexa, KS, US 7 days ago Requisition ID: 1078 Salary Range: $65,000.00 To $80,000.00 Annually Position Overview The Tax Associate plays a critical role in ensuring ...

Dollar Tree

customer associate

Kansas City, KS · On-site

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

customer associate

Kansas City, KS · On-site

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

SJHL

Senior Associate (Audit)

Topeka, KS · On-site

$66K - $82K/yr

SENIOR AUDIT ASSOCIATE Our firm is growing, and we're looking to add a Senior Audit Associate to ... advisory, wealth management, and consulting. Our teams work closely with local businesses and ...

Dollartree

Customer Service Associate II

Ottawa, KS · On-site

$12.75 - $17.50/hr

As a Customer Service Associate II, you'll be responsible for assisting with the daily operations ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate II

Gardner, KS · On-site

$14 - $19.25/hr

As a Customer Service Associate II, you'll be responsible for assisting with the daily operations ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate II

Gardner, KS · On-site

$14 - $19.25/hr

As a Customer Service Associate II, you'll be responsible for assisting with the daily operations ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate II

Ottawa, KS · On-site

$12.75 - $17.50/hr

As a Customer Service Associate II, you'll be responsible for assisting with the daily operations ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Eudora, KS · On-site

$13.25 - $18.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Spring Hill, KS · On-site

$14 - $19.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Kansas City, KS · On-site

$14 - $19.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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All JobsWealth Associate JobsWealth Associate Jobs in Lawrence, KS

Wealth Associate information

See Lawrence, KS salary details

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$18

$30

How much do wealth associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for wealth associate in Lawrence, KS is $18.21, according to ZipRecruiter salary data. Most workers in this role earn between $13.65 and $18.94 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

What cities near Lawrence, KS are hiring for Wealth Associate jobs?

Cities near Lawrence, KS with the most Wealth Associate job openings:

Wealth Associate jobs near you

2027 Associate Commercial Banking (Kansas City) - Accelerated Career Track (81881)

BOK Financial

Bonner Springs, KS • On-site

$12.25 - $15.25/hr

Full-time

Posted 24 days ago

Job description

Req ID: 78557
Location: Kansas City -KSCY
Areas of Interest: University Recruiting; Commercial Banking
Pay Transparency Salary Range: 70000
Application Deadline: 10/30/2026
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
Not Bonus Eligible
Summary
Start your career in financial services by gaining broad-based knowledge of our industry and organization. Our rotational development program is designed to benefit both graduate and undergraduate students. Your training will combine classroom sessions, on-the-job training, computer and technical training, and self-study projects. Your training will take place in your specific market location, completing a series of rotations throughout many departments within the line of business. Following successful completion of the program, you will be placed in a role specific to your line of business.
Job Description
The Accelerated Career Track Associate is primarily responsible for a variety of program goals, projects, training, and assignments. Additionally, Associates will complete a 9-13 month rotational development schedule within the line of business designed to enhance financial, analytical, and technical skills to prepare for a career within the organization.
Team Culture
We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships.
How You'll Spend Your Time
  • Your time will be spent in classroom training and line of business overviews
  • Credit Analysis training and case study work
  • Project work with direct impacts and value add to the line of business
  • Building relationships with managers, leaders, and peers
  • Rotational training experiences working day to day in the line of business
  • Professional development through 1 on 1 coaching with ACT Mgmt

Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's degree with an overall GPA of 3.2 including 9 hours of accounting (Accounting requirement specific to Commercial and Wealth Associate roles).
Preferences:
  • Excellent leadership skills
  • Relevant work experience
  • Bachelor's Degree in Finance or Accounting (Commercial and Wealth positions)
  • 12 hours of Finance courses (Commercial and Wealth positions)
  • Course work in MIS, CS, or Security completed (IT, IS positions)

Working Conditions & Physical Requirements
Office - 20 lbs
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.

Apply