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49 Financial Jobs in Iowa (NOW HIRING)

Financial Advisor

Sioux City, IA ยท On-site

$20.29/hr

... financial interview with clients or guardians, and follow-up of financial commitments, while ... Must have mobility between departments within the facility 25-49% 4. Climbing/Stooping/Kneeling: 0 ...

Financial Advisor

Sioux City, IA ยท On-site

$20.29/hr

... financial interview with clients or guardians, and follow-up of financial commitments, while ... Must have mobility between departments within the facility 25-49% 4. Climbing/Stooping/Kneeling: 0 ...

... financial interview with clients or guardians, and follow-up of financial commitments, while ... Must have mobility between departments within the facility 25-49% 4. Climbing/Stooping/Kneeling: 0 ...

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49 Financial information

What is 49 Financial?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by financial advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.
What cities in Iowa are hiring for 49 Financial jobs? Cities in Iowa with the most 49 Financial job openings:
Infographic showing various 49 Financial job openings in Iowa as of July 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Financial Advisor

Community Elements

Sioux City, IA โ€ข On-site

$20.29/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago


Job description

Become a champion of hope.

At Rosecrance, weโ€™ve been leading the way in behavioral health services for over a century. Our team empowers individuals and families to overcome substance use and mental health challenges through compassionate care and evidence-based therapies. If youโ€™re ready to make a meaningful impact, weโ€™re ready to welcome you! We are looking for dedicated individuals to join our team and help deliver on our mission of hope and recovery.

Position Summary: Manage and maintain the client business accounts and serve as a resource to clients and their families regarding treatment funding options.
Qualifications/Basic Job Requirements:
โ€ข High School diploma or GED
โ€ข Minimum of two years experience in handling third party insurance claims
โ€ข Computer data entry ability
โ€ข Excellent verbal communication skills
โ€ข Must be emotionally and medically able to perform essential job responsibilities
โ€ข Must be free from active or infectious diseases
Essential Responsibilities:
1. Work hours prescribed and be available to work additional hours when necessary. Overtime may be required.
2. Handle all third party insurance processing for patients, including determination and verification of benefits, financial interview with clients or guardians, and follow-up of financial commitments, while checking for consistency of commitments.
3. Conduct individual case benefit negotiations with the guidance of the supervisor
4. Provide information for staff relating to client financial information. Notify staff as to proper funding classification per current procedures.
5. Conduct registration with all new/returning clients, including, but not limited to, concurrent documentation in EHR of demographic information, reviewing and ensuring completion of opening paperwork, and effective communication to clients and staff regarding admission- site specific.
6. Conduct Medicaid/Medicare or other insurance coverage verification and confirm/update Financial Eligibility and Authorizations (as applicable) on all new clients and at least once/mo on all open clients.
7. Assist clients with the Medicaid Application process as needed and applicable
8. Coordinate payment activities consistent with patient/agency agreement. Receive client payments and maintain accurate payment handling and documentation according to current SOP.
9. Maintain accurate funding documentation as related to daily census activity as applicable.
10. Assist clients with the Patient Assistance application process and track the granting and application of Patient Assistance funds.
11. Complete Medicaid/Managed Medicaid/Commercial Insurance authorization requests timely per SOP.
12. Enter into EHR authorizations for all guarantors as applicable.
13. Provide appropriate documentation and reports designed to assist in fiscal management of the agency.
14. Understand and comply with all of the principles established by the Rosecrance Corporate Compliance Program and Code of Conduct.
15. Perform all responsibilities in compliance with the mission, vision, values and expectations of Rosecrance.
16. Deliver exceptional customer service consistently to every customer.
17. Serve as a role model for other staff, clients and customers and demonstrate positive guest relations in representing Rosecrance.
18. Assume other related responsibilities as assigned by management.

ย 

Schedule: Monday-Friday, 8:30 am to 5:00 pm

Location: ย In office Sioux City, Iowa

Compensation & Rewards

  • Starting Pay $20.29/hr (based on education, experience, and credentials)

Physical Requirements/Percentage of Work Time
1. Vision: Must be able to read printed and/or handwritten materials from a variety of sources 75-100%
2. Hearing: Must be able to hear well enough to communicate with coworkers 50-79%; answer incoming phone calls 25-49%; interact with the public 25-49%
3. Standing/Walking/Mobility: Must have mobility between departments within the facility 25-49%
4. Climbing/Stooping/Kneeling: 0-24%
5. Lifting/Pulling/Pushing: Must exert up to 20 pounds of force occasionally and/or up to 5 pounds of force frequently to lift or move objects 25-49%
6. Fingering/Grasping/Feeling: Must be able to finger keyboard for computer work and phone equipment for placing/receiving calls 50-74%
7. Sitting: must be able to sit for prolonged periods of time when using the computer 25-49%

Our Benefits

Rosecrance values its employees and offers a comprehensive benefits package for you and your family:

  • Medical, dental, and vision insurance (multiple plan options to meet your needs)
  • 401(k) with employer match & discretionary contribution
  • Group Life Insurance, LTD and AD&D
  • Tuition assistance & licensure/certification reimbursement
  • Paid Time Off, sick time, bereavement leave
  • Referral program earning up to $1,000 per hire!
  • Wellness program, including an on-site gym at select facilities
  • Discounts at participating retailers
  • Daily pay available through UKG Wallet for financial flexibility

Who We Are

Rosecrance has been at the forefront of providing behavioral health services for over a century. Our mission is to empower individuals and families to overcome substance abuse and mental health challenges through evidence-based therapies and compassionate care. Join us in our mission to foster lasting recovery and transform lives.

We are committed to providing careers that make a difference in the lives of the people we serve and the people we employ. We do this through the work we do, our core mission and values, our employee resources, and especially through our purpose-driven community of opportunity and hope.

Our Health and Safety Commitment

We maintain a zero-tolerance drug-free environment, including marijuana, to prioritize safety for staff and clients. All candidates must pass an occupational health screening, ensuring a secure and healthy workplace.

Equal Employment Opportunity

Rosecrance is an equal opportunity employer and values diversity in the workplace. We do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, veteran status, or any other legally protected status. Our hiring decisions are based solely on qualifications, skills, and experience relevant to the requirements of the position.

Our Partnerships

  • AARP Employer Pledge Program
  • MSEP (Military Spouse Employment Partnership).

Ready to Make a Difference?
Apply today and be part of something bigger! Your role at Rosecrance will help transform livesโ€”starting with your own.