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Wealth Management Associate Jobs in Kansas (NOW HIRING)

Be Ventures

Wealth Associate - Trading

Salina, KS · On-site

Join Be Wealth as a Wealth Associate and play a vital role in empowering clients to achieve secure ... This dynamic position combines comprehensive support for wealth management with a focus on trading ...

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How much do wealth management associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for wealth management associate in Kansas is $17.72, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $18.41 per hour, depending on experience, location, and employer.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Kansas?

The most popular types of Wealth Management jobs in Kansas are:

What cities in Kansas are hiring for Wealth Management Associate jobs?

Cities in Kansas with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $36,857 per year, or $17.7 per hour.

Wealth Management Associate-Kansas City

Mission Woods, KS

RK Partners
See more jobs at RK Partnersexternal

$62K - $65K/yr

Full-time

Medical, Life

Re-posted 11 days ago

Job description

Associate Advisor

Schedule: Monday–Friday, 7:00 AM–4:00 PM (In-Office)

About the Opportunity

We are seeking an Associate Advisor to join a growing financial services team and play a key role in delivering an exceptional client experience. This individual will serve as a trusted point of contact for clients, helping answer questions, coordinate service needs, and ensure seamless follow-through after client meetings and annual reviews.

This is an excellent opportunity for someone looking to grow their career in financial services with a firm that invests in professional development, including sponsorship and payment for required industry licensing.

Licensing & Development Support

The firm will sponsor and cover the cost of obtaining:

  • Series 7 or Series 6
  • Series 63
  • Life & Health Insurance License
Compensation
  • $60,000–$65,000 base salary
  • Bonus potential
Key Responsibilities
  • Serve as a primary point of contact for clients, providing timely responses, updates, and a high level of service.
  • Support Lead Advisors with client meeting preparation, follow-up items, and ongoing account servicing needs.
  • Manage client requests including paperwork, account transfers, distributions, and account updates with accuracy and efficiency.
  • Track and follow through on action items resulting from annual reviews and client conversations.
  • Maintain accurate client records within CRM and internal systems.
  • Communicate proactively with clients to ensure they feel informed and supported throughout the planning process.
  • Partner with internal team members to resolve client needs and improve service processes.
  • Participate in ongoing training and licensing development to expand financial services knowledge.
What You Bring
  • 1+ years of experience in financial services, wealth management, banking, insurance, or a related field.
  • Strong interest in building a long-term career within the financial services industry.
  • Excellent written and verbal communication skills.
  • Strong attention to detail with the ability to manage multiple priorities.
  • A client-first mindset with a genuine desire to help others achieve financial confidence.
  • Professionalism and discretion when handling confidential client information.
  • A proactive approach to problem-solving and ownership of tasks.
  • Ability to work collaboratively in a team-oriented environment.