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Wealth Management Associate Jobs in Kansas (NOW HIRING)

KEATING

Wealth Management Internship

Manhattan, KS · On-site

$15/hr

Keating & Associates, Inc. Wealth Management Intern We are seeking a Wealth Management Intern to gain meaningful, hands-on experience in financial advising while supporting advisor teams, client ...

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 Jul 15, 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.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

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.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

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, and why are they important?

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.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
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Wealth Management Associate jobs near you
Associate Wealth Management Advisor

Associate Wealth Management Advisor

Claire Myers Consulting

Kansas City, KS • Hybrid

$70K - $90K/yr

Full-time

Re-posted 10 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