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Wealth Relationship Manager Jobs in Kansas (NOW HIRING)

CAPTRUST

Wealth Relationship Manager

Overland Park, KS · On-site

CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update ...

CAPTRUST

Wealth Relationship Manager

Overland Park, KS · On-site

CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update ...

INTRUST Bank

Commercial Relationship Manager

Wichita, KS · On-site

$60 - $80/hr

Refer prospects to Wealth Management. * Lending authority will be commensurate with lending ... Experience of 5-10 years of lending and managing relationships is required. Required Skills and ...

Boutique Recruiting

Wealth Advisor

Wichita, KS · On-site

Maintain a proactive approach to client relationship management Wealth Advisor Requirements: * 5-7 years of experience as a financial advisor, with strong wealth planning and technical expertise in ...

TIAA

Wealth Advisor

Overland Park, KS · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset ...

BOK Financial

Wealth Advisor

Topeka, KS · On-site

Private Wealth Advisor; Investment Management Pay Transparency Salary Range: Not Available ... The Advisor is responsible for managing client relationships including ongoing financial planning ...

BOK Financial

Wealth Advisor

Topeka, KS · On-site

Private Wealth Advisor; Investment Management Pay Transparency Salary Range: Not Available ... The Advisor is responsible for managing client relationships including ongoing financial planning ...

BOK Financial

Wealth Advisor

Topeka, KS · On-site

Private Wealth Advisor; Investment Management Pay Transparency Salary Range: Not Available ... The Advisor is responsible for managing client relationships including ongoing financial planning ...

Be Ventures

Wealth Intern

Salina, KS · On-site

$14.25 - $19/hr

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in ... M and technology platforms * Help prepare materials and documents for client meetings and ...

OakStar Bank

Wealth Advisor

Overland Park, KS · On-site

Essential Duties Build and maintain relationships with high-net-worth clients, understanding their financial goals, needs, and preferences to deliver personalized wealth management solutions. Design ...

Be Ventures

Wealth Intern

Greensburg, KS · On-site

$13.25 - $17.50/hr

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in ... M and technology platforms * Help prepare materials and documents for client meetings and ...

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Wealth Relationship Manager information

See Kansas salary details

$25K

$72K

$125.3K

How much do wealth relationship manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for wealth relationship manager in Kansas is $71,977.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $94,100.00 per year, depending on experience, location, and employer.

What does a wealth relationship manager do?

A Wealth Relationship Manager is a financial professional who helps clients manage, grow, and protect their wealth. They provide personalized financial advice, investment management, and estate planning services tailored to each client's needs and goals. Their role often includes building long-term relationships with clients, understanding their financial objectives, and recommending suitable products and strategies. They may also coordinate with other specialists, such as tax advisors and legal experts, to offer comprehensive wealth management solutions.

What are the key skills and qualifications needed to thrive as a wealth relationship manager, and why are they important?

To excel as a Wealth Relationship Manager, you need a strong background in finance, investment products, and client relationship management, typically supported by a bachelor's degree in finance or related field and relevant licenses such as FINRA Series 7 or 66. Familiarity with CRM software, financial planning tools, and portfolio management systems is essential. Outstanding interpersonal skills, trustworthiness, and proactive communication help build lasting client relationships and identify new opportunities. These capabilities are crucial for delivering personalized financial advice, retaining high-net-worth clients, and achieving organizational growth.

How does a wealth relationship manager typically collaborate with other financial professionals to serve clients effectively?

Wealth Relationship Managers often work closely with a team that includes financial advisors, portfolio managers, tax specialists, and legal experts to provide holistic financial solutions for clients. Regular collaboration ensures that clients receive comprehensive advice tailored to their financial goals, whether it's investment management, estate planning, or tax optimization. Frequent team meetings and joint client consultations are common, allowing for coordinated strategies and seamless communication. This collaborative environment supports both client satisfaction and professional growth within the wealth management sector.

What is the difference between Wealth Relationship Manager vs Financial Advisor?

AspectWealth Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentBanking or private wealth management firmsIndependent or firm-based financial planning
Employer & IndustryFinancial institutions, private banksFinancial planning firms, independent practice
Primary FocusManaging client relationships and cross-selling banking productsProviding comprehensive financial planning and investment advice

While both roles serve high-net-worth clients, Wealth Relationship Managers focus on relationship management within banking environments, emphasizing cross-selling banking products. Financial Advisors primarily provide holistic financial planning and investment advice, often working independently or within advisory firms. Understanding these distinctions helps clients and professionals choose the right service or career path.

What are popular job titles related to Wealth Relationship Manager jobs in Kansas?

For Wealth Relationship Manager jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Wealth Relationship Manager jobs in Kansas look for?

The top searched job categories for Wealth Relationship Manager jobs in Kansas are:

Wealth Relationship Manager jobs near you
Infographic showing various Wealth Relationship Manager job openings in Kansas as of June 2026, with employment types broken down into 88% Full Time, 6% Part Time, 3% Temporary, and 3% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $71,977 per year, or $34.6 per hour.

Wealth Relationship Manager

CAPTRUST

Overland Park, KS • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a dynamic and client-focused Wealth Relationship Manager to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring clients feel supported and informed every step of the way.
Responsibilities
  • Support senior advisor(s) in managing and growing client relationships
  • Manage ongoing communications strategy with clients, prospects & COI's. Work with Senior Advisors to develop an annual plan to execute this strategy, including contact goals and sales goals
  • Prepare for client & prospect meetings by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
  • Conduct client/prospect meetings solo or with senior advisors, as needed
  • Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery
  • Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output. Coordinate with planning team as needed.
  • Handle follow-up from client & prospect meetings; Implement changes, adjustments, rebalancing, recommendations, etc. of client portfolios with CAPTRUST's research and trading teams. Enter meeting notes in CapConnect.
  • Oversee daily activities including cash sweep, trading, email response, and age-based planning opportunities
  • Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment

Qualifications
Minimum Qualifications:
  • 8+ years of applicable industry experience
  • Certified Financial Planner (CFP®) designation or Chartered Financial Analyst (CFA®) or on track to receive
  • Strong proficiency utilizing Microsoft Office products
  • Four-year college degree in business, preferably with an emphasis in Finance or Accounting or equivalent work experience

Desired Qualifications/Skills:
  • Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
  • Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
  • Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
  • Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team.
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
7500 College Blvd, Suite 1212 | Overland Park, KS 66210
Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior
This position will remain open until filled.

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