Business Operations and Accounting Associate

Description & Requirements

Business Operations & Accounting Associate

Prosperity Advisors and Prosperity Network of Advisors are seeking a full-time Business Operations & Accounting Associate to join our growing team in Overland Park, KS. As a Business Operations & Accounting Associate, you will support financial operations, accounting processes, and HR administration within a dynamic financial services and wealth management organization. You will work directly with senior leadership to enhance operational efficiency, maintain financial accuracy, and contribute to strategic decision-making in a regulated investment advisory environment.

This role is ideal for a detail-focused professional who enjoys blending accounting, business operations, and team support while building a long-term career in financial services.

Best-in-Class Benefits and Culture:

We value our employees' time and efforts.

Our commitment to your success in our ensemble practice is enhanced by providing a competitive salary of $65,000 to $75,000 annually, and an extensive benefits package, including:

• Group Health Insurance
• Long-Term and Short-Term Disability Insurance
• 401K with Employer Matching
• Dental/Vision Insurance
• Tuition Reimbursement
• Parental Leave
• PTO that includes PTO for Volunteer Work
• Flextime Policy

At Prosperity, you'll have the chance to make a measurable difference in thousands of households-and help shape financial well-being for generations. We value our team members and their families and believe in supporting healthy, balanced, and financially confident lives.

To succeed, you should have:

• Associate's degree in Accounting, Finance, or Business Administration with accounting coursework
• 3+ years of bookkeeping/accounting experience; experience in financial services or wealth management preferred.
• Proficiency in Microsoft Office (Excel, Word, Outlook), with advanced Excel capabilities and experience using Quick Books or similar accounting software preferred.
• Solid knowledge of accounts payable/receivable, payroll processing, bank and credit card reconciliations, and financial reporting, with keen attention to detail and accuracy.
• Ability to adapt to business technology systems and handle confidential financial and HR information with discretion.

Your responsibilities as a Business Operations & Accounting Associate will include:

• Administer payroll processing, accounts payable, and accounts receivable functions, ensuring accurate and timely financial operations within a financial services environment.
• Perform commission reconciliation with broker/dealers, investigate discrepancies, and maintain accurate records in Quick Books accounting software.
• Reconcile bank statements and corporate credit cards, enter financial transactions, and prepare monthly financial reports to support executive decision-making and compliance.
• Support budget planning and forecasting, assist with leadership meeting coordination, and contribute to operational reporting and business performance tracking.
• Assist with HR administration, including employee onboarding, benefits coordination, employee engagement initiatives, internal events, and cross-functional business projects.

About Us

Founded in 1989, Prosperity Advisors is a full-service financial planning team committed to helping clients pursue their life goals with confidence. Serving over 5,000 client households, we guide individuals and families at every stage of life-from first-time investors to seasoned wealth builders. Our approach combines personalized financial strategies with deep expertise, ensuring each client feels supported, informed, and empowered on their journey to economic well-being.

The Prosperity Network of Advisors extends this commitment to over 160 financial professionals nationwide. As an OSJ branch, we provide comprehensive support, compliance oversight, and business resources that empower our members to thrive. From training and education to succession planning, growth opportunities, and networking, our organization fosters collaboration and innovation, creating a vibrant community where knowledge and experience flow freely. With 300+ associated members, the network is a hub for…