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Advisor Assistant Jobs in Iowa (NOW HIRING)

Nicolet National Bank

Financial Advisor

Iowa City, IA · On-site

Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. * Advises clients on appropriate financial products in the context of their ...

Nicolet National Bank

Financial Advisor

Iowa City, IA · On-site

Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. * Advises clients on appropriate financial products in the context of their ...

Vern Eide Sioux City

Service Advisor

Sioux City, IA · On-site

$50K - $100K/yr

Automotive Service Advisor Vern Eide Hyundai- Sioux City, IA Full-Time- $50,000 - 10,000 per year ... Welcome customers and assist with questions and service needs. * Conduct vehicle walk-arounds ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Iowa

Advisor Assistant information

See Iowa salary details

$26.8K

$51K

$85.5K

How much do advisor assistant jobs pay per year?

As of Jul 26, 2026, the average yearly pay for advisor assistant in Iowa is $50,950.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $59,200.00 per year, depending on experience, location, and employer.

What are some typical daily tasks and team interactions for an Advisor Assistant?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What are Advisor Assistants?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What does an assistant advisor do?

An assistant advisor supports senior advisors by preparing client documents, scheduling meetings, and conducting research to help develop financial or career plans. They often handle administrative tasks, communicate with clients, and use tools like CRM software to ensure smooth operations. This role requires strong organizational skills and knowledge of relevant industry regulations.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

What do advisors get paid?

Advisor assistants typically earn an hourly wage or annual salary that varies based on experience, location, and the organization. Entry-level positions may start around minimum wage, while experienced advisors can earn higher salaries, often supplemented with bonuses or commissions depending on the role and industry. Compensation also depends on skills, certifications, and the complexity of advising tasks performed.

Is $50,000 enough to work with a financial advisor?

For an Advisor Assistant, a $50,000 salary can be sufficient depending on the location, experience, and responsibilities. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be below average for the role. Additional certifications or skills can influence salary expectations and job suitability.

What are the key skills and qualifications needed to thrive as an Advisor Assistant, and why are they important?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.

Is it hard to become a FA?

Becoming an Advisor Assistant typically requires strong organizational skills, attention to detail, and good communication abilities. While there are no strict educational requirements, some employers prefer candidates with a background in finance or related fields, and familiarity with financial tools or software can be beneficial. The role often involves on-the-job training and may require passing certain certifications depending on the employer.
What are the most commonly searched types of Advisor jobs in Iowa? The most popular types of Advisor jobs in Iowa are:
What cities in Iowa are hiring for Advisor Assistant jobs? Cities in Iowa with the most Advisor Assistant job openings:
Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Iowa as of July 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 87% Physical, 6% Hybrid, and 7% Remote job distribution, with an average salary of $50,950 per year, or $24.5 per hour.

Service Advisor

Shottenkirk Chevrolet Buick GMC Fort Madison

Fort Madison, IA

Other

Posted 24 days ago

Job description

Service Advisor

Shottenkirk Chevrolet Buick GMC Fort Madison 

Shottenkirk Automotive Group is family-owned and has been in business for over 60 years. We currently operate 27 Automotive Dealerships in 6 states and employ over 2,500 people. We believe culture makes a difference and we strive to build lasting relationships with our employees, customers, and the community.

The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance before maintenance is scheduled.

Responsibilities:

  • Greet customers promptly

  • Obtain customer and vehicle information

  • Clearly report all vehicle symptoms as described by the customer

  • Determine and recommend maintenance base on age, mileage and history of vehicle

  • Prepare a complete and accurate estimate of cost for labor and parts

  • Establish follow up time

  • Monitor the progress of each vehicle throughout the day, and update customers frequently

  • Verify that the final invoice reconciles with the work performed on the repair order

  • Explain all completed work and charges to customers

Requirements:

  • Proven record of achieving exceptional customer satisfaction

  • Past experience as a service advisor, assistant lane manager or service consultant preferred but not required.

  • Very energetic personality 

  • A desire for a long-term career with a growing organization

  • Personal and professional integrity

  • Computer skills and willingness to learn new programs

Shottenkirk Automotive Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

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