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Wealth Associate Jobs in Lawrence, KS (NOW HIRING)

SJHL

Senior Associate (Audit)

Topeka, KS · On-site

$66K - $82K/yr

  • Retirement

  • PTO

Salary: SENIOR AUDIT ASSOCIATE Our firm is growing, and were looking to add a Senior Audit ... advisory, wealth management, and consulting. Our teams work closely with local businesses and ...

SJHL

Senior Associate (Audit)

Topeka, KS · On-site

$66K - $82K/yr

  • Retirement

  • PTO

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 ...

Dollar Tree

customer associate

Kansas City, KS · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

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

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

T-Mobile USA, Inc.

Experience Associate Manager

Shawnee, KS

$9.6K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee ... As an Experience Associate Manager, you will have the opportunity to work in our newest retail ...

T-Mobile

Experience Associate Manager

Shawnee, KS · On-site

$9.6K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee ... As an Experience Associate Manager, you will have the opportunity to work in our newest retail ...

Family Dollar

Customer Service Associate I

Eudora, KS · On-site

$13.25 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

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

Family Dollar

Customer Service Associate I

Leavenworth, KS · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

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

Family Dollar

Customer Service Associate I

Topeka, KS · On-site

$13.75 - $18.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

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

Family Dollar

Customer Service Associate I

Spring Hill, KS · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

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

T-Mobile

Experience Associate Manager

Kansas City, KS · On-site

$9.6K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee ... Job Overview As an Experience Associate Manager, you will have the opportunity to work in our ...

T-Mobile USA, Inc.

Experience Associate Manager

Olathe, KS

$9.6K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee ... Job Overview As an Experience Associate Manager, you will have the opportunity to work in our ...

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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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How much do wealth associate jobs pay per hour?

As of Aug 12, 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 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 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 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

Associate Wealth Management Advisor

Claire Myers Consulting

Kansas City, KS • Hybrid

$70K - $90K/yr

Full-time

Re-posted 9 days ago

Job description

Compensation: $70k-90K base plus quarterly bonuses (depending on experience)



Our client, a successful wealth management firm, is seeking an Associate Wealth Management Advisor to support senior advisors in delivering comprehensive financial planning and wealth management services to affluent individuals and families. This role plays a key part in preparing financial planning work, supporting client relationships, and ensuring client service and operational tasks are handled efficiently.



This position is ideal for someone who enjoys the analytical and service aspects of wealth management, thrives in a collaborative team environment, and takes pride in keeping client deliverables organized and on track. The role offers strong exposure to financial planning, client service, and advisor support while working closely with experienced advisors.



Key Responsibilities:


Financial Planning & Analysis:


  •  Prepare financial plans and planning materials for client meetings
  •  Collect and organize client financial data and planning inputs
  •  Analyze client financial information to identify planning opportunities
  •  Assist in developing strategies aligned with client goals



Client Service & Relationship Management:


  •  Serve as a primary point of contact for client inquiries and service requests
  •  Build and maintain strong client relationships
  •  Support new client onboarding, including account opening and asset transfers
  •  Assist with account servicing requests and trading activity
  •  Maintain strict confidentiality of client information



Advisor Support & Collaboration:


  •  Work closely with lead advisors to resolve complex client situations
  •  Attend client meetings to gather information and support planning discussions
  •  Help coordinate client follow-ups and track deliverables
  •  Manage multiple projects and priorities with strong attention to detail



Qualifications:


  • Bachelor’s degree or equivalent work experience
  •  Series 7 & 63 required (or obtained within 180 days)
  •  Life & Health Insurance License required (or obtained within 90 days)
  •  Experience in financial services or the insurance industry is preferred
  •  Strong organizational and problem-solving skills
  •  Ability to manage multiple priorities and work independently



Core Competencies:


  • Strong interpersonal and client relationship skills
  •  Excellent written and verbal communication abilities
  •  Analytical mindset with attention to detail
  •  Ability to solve problems and think critically
  •  Strong organizational and time management skills
  •  Proficiency in Microsoft Office Suite
  •  Collaborative team player with intellectual curiosity and a desire to learn



Firm Environment:


  • Small, collaborative team environment
  •  High level of individual accountability and ownership
  •  Work hard, play hard culture
  •  Emphasis on delivering exceptional client service
  •  Flexibility that supports work-life balance
  •  Opportunity to play an integral role in the firm’s continued growth and success