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Wealth Management Associate Jobs in Kansas (NOW HIRING)

UMB Bank

Client Service Specialist Sr. UMBFSI

Leawood, KS · On-site

$81K - $120K/yr

... Wealth Management clients. You will primarily be focused on servicing high value family client segments and will act as a Senior mentor for other client service associates on the team. How You Will ...

Bill Good Marketing

Client Service Associate

Leawood, KS · On-site

$70K - $90K/yr

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...

Bill Good Marketing

Client Service Associate

Leawood, KS · On-site

$70K - $90K/yr

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...

UMB

Client Service Specialist Sr. UMBFSI

Leawood, KS · On-site

$57K - $90K/yr

... Wealth Management clients. You will primarily be focused on servicing high value family client segments and will act as a Senior mentor for other client service associates on the team. How You Will ...

Bill Good Marketing

Client Service Associate

Leawood, KS · On-site

$70K - $90K/yr

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their ...

Cetera

Office Services Associate

Leawood, KS · On-site

$15.50 - $19.50/hr

... Wealth Management Review documentation Ensure all office areas are operational, clean, organized, and ready for guests and team member use at all times Act as liaison for Property Management firm ...

Cetera

Office Services Associate

Leawood, KS

$15.50 - $19.50/hr

... Wealth Management Review documentation Ensure all office areas are operational, clean, organized, and ready for guests and team member use at all times Act as liaison for Property Management firm ...

SJHL

Senior Associate (Audit)

Topeka, KS · On-site

$66K - $82K/yr

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

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 ...

Be Ventures

Wealth Assistant

Greensburg, KS · On-site

This position ensures smooth scheduling, accurate data management, timely notifications, and ... Associate or bachelor's degree preferred. * Experience in administrative support, financial ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 8, 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 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 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 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, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $36,857 per year, or $17.7 per hour.

Associate (Service) Advisor-Kansas City

RK Partners

Kansas City, KS • On-site

$60K - $65K/yr

Full-time

Medical, Life

Re-posted 19 hours ago

Job description

Associate (Service) 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.

Apply