Financial Advisor Jobs in Kansas
Financial Advisor jobs in Kansas are concentrated in Wichita, Overland Park, and Topeka, where wealth management, retirement planning, and insurance-linked financial services see the most consistent demand. Established employers with a lasting hiring presence include Security Benefit, Cerner (now Oracle Health), and the major regional branches of Edward Jones and Charles Schwab. Openings range from entry-level associate advisor roles through senior wealth managers and branch managers serving both individual and institutional clients. Scan the live roles below and apply to whichever ones fit.
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Position Title
Position Summary / Career Interest:
The Reproductive endocrinology, and infertility Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system.Assists patients with benefit review, prior authorizations, and pre certifications for procedures completed in the office. Provide patients with resources for funding of non-covered fertility cycles. Assists patients with questions regarding coding and insurance processing for claims from clinic Assists clinic with timely billing and documentation review for billing purposes. Performs charge entry and charge review for clinic.. . Maintains productivity, quality and customer service requirements according to department policy and procedure. Responsibilities and Essential Job Functions
- Contacts the patient or family by phone or in person to ask them questions about coverage and benefits as dictated by the patient.. Includes health insurance, COBRA, VA benefits, Medicaid or Medicare. Complies with Medicare/Medicaid rules and regulations.
- Updates patient account information and patient demographic information appropriately. Reviews the account within 1 business day to assure verification and pre-certification are complete and accurate.
- Works daily WQS consisting of all unsecured accounts. Requires taking appropriate actions necessary such as phone calls and written communication and using appropriate codes and time frames.
- Assists "walk-in" customers requesting assistance, and customer service calls with questions.
- Responsible for Point of Service collections and EPIC documentation when applicable.
- Performs benefit verification, pre-certification, and prior authorization for patient services.
- Performs charge entry and reconciling of physician billing
- Provides description of benefits and services to patients pertaining to REI specialty.
- Assists Rev Cycle team with claim denials when requested.
- Cryopreservation billing and payment collection.
- Provides clinical outcomes to required insurance companies.
- Provides patient appropriate documentation to patients for outside grant and scholarship application.
- Must be able to perform the professional, clinical and or technical competencies of the assigned unit or department.
- These statements are intended to describe the essential functions of the job and are not intended to be an exhaustive list of all responsibilities. Skills and duties may vary dependent upon your department or unit. Other duties may be assigned as required.
Required Education and Experience
- High School Graduate or GED.
- 3 or more years experience in financial advising, claims processing, collections, customer service, revenue cycle positions that including: admitting, patient accounting, prior authorizations, or pre-registration.
Preferred Education and Experience
- experience with Epic.
Knowledge Requirements
- Ability to multitask, prioritize, and escalate.
- Must demonstrate good oral and written skills.
- Typing skills required (45 wpm).
- CPT-4 and HCPCS coding (preferred).
- Knowledge of Insurance (Commercial & Government) - preferred.
- Knowledge of payor websites (preferred).
- Knowledge of Reproductive Endocrinology and Infertility (preferred).
- Working knowledge of CMS regulations (preferred).
- Proficiency in Microsoft Word and Excel (preferred).
Time Type:
Full timeJob Requisition ID:
R-58599Important information for you to know as you apply:
The health system is an equal employment opportunity employer. Qualified applicants are considered for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, ancestry, age, disability, veteran status, genetic information, or any other legally-protected status. See also Diversity, Equity & Inclusion .
The health system provides reasonable accommodations to qualified individuals with disabilities. If you need to request reasonable accommodations for your disability as you navigate the recruitment process, please let our recruiters know by requesting an Accommodation Request form using this link asktalentacquisition@kumc.edu .
Employment with the health system is contingent upon, among other things, agreeing to the health-system-dispute-resolution-program.pdf and signing the agreement to the DRP.
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See All 14 Financial Advisor Jobs in Kansas
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Find Financial Advisor JobsFinancial Advisor Jobs by City in Kansas
Where Kansas roles are concentrated, by current openings.
Financial Advisor Job Market in Kansas
A snapshot from current Kansas openings, updated as new roles post.
Who's Hiring



What Kansas Employers Look For
The qualifications that appear most often in financial advisor jobs across Kansas.
- Active FINRA Series 65 or Series 66 registration recognized in Kansas required
- Bachelor's degree in finance, economics, business, or a related field preferred
- Experience building and managing a client book through needs-based financial planning
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong communication skills for presenting plans to individual and small-business clients
- CFP designation or active progress toward it preferred for wealth management roles
Financial Advisor Jobs in Kansas: Frequently Asked Questions
How do you become a financial advisor in Kansas?
To work as a financial advisor in Kansas you need to pass the FINRA Series 65 exam, which qualifies you as an investment adviser representative, or the Series 66 if paired with a Series 7. Registration is administered through FINRA and the Kansas Securities Commissioner. Most employers also require a bachelor's degree in finance, business, or economics, and many expect candidates to work toward a CFP credential once employed.
Which companies hire financial advisors in Kansas?
Companies currently hiring financial advisors in Kansas include Synergy Wealth Solutions, First Command Financial Services, and The University of Kansas Health System, per current listings on Migrate Mate as of November 2026. Kansas-based firms like Security Benefit and regional Edward Jones branches are among the most consistent sources of ongoing openings across the state.
Which Kansas cities have the most financial advisor jobs?
Overland Park, Colby, and Topeka account for the largest share of financial advisor openings in Kansas. Wichita leads as the state's largest metro with a strong base of insurance, corporate, and independent advisory firms, while Overland Park benefits from its position in the Kansas City suburban corridor, attracting regional and national financial services firms with significant Kansas operations.
Are there remote financial advisor jobs in Kansas?
Yes, though they are less common than in purely desk-based fields because financial advisor roles often involve in-person client relationship building. About 50% of financial advisor openings tied to Kansas are remote or hybrid as of November 2026, reflecting a growing acceptance of virtual client meetings. Portfolio review, financial planning analysis, and paraplanner support functions are the positions most likely to be offered remotely.
How can I get hired as a financial advisor in Kansas with little or no experience?
The most realistic entry path is applying for a financial advisor associate or client service associate role at a Kansas branch of Edward Jones, Ameriprise, or Northwestern Mutual, all of which run structured training and licensing programs for new advisors. Candidates coming from adjacent roles such as bank teller, insurance agent, or tax preparer have a recognized transition path. Completing your Series 65 before applying and enrolling in CFP coursework gives you a measurable edge over other entry-level candidates.
Where can I find and apply to financial advisor jobs in Kansas?
You can find and apply to financial advisor jobs in Kansas on Migrate Mate, which lists current openings across the state. Search the roles that match your experience level and specialty, then apply directly to the ones that fit your background.
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