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Associate Advisor Jobs in Iowa (NOW HIRING)

Mariner Finance

Wealth Advisor

West Des Moines, IA · Hybrid

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor's degree ...

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$70K - $125K/yr

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor's degree ...

Mariner

Wealth Advisor

West Des Moines, IA · Hybrid

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor's degree ...

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Associate Advisor information

See Iowa salary details

$11

$24

$42

How much do associate advisor jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for associate advisor in Iowa is $24.36, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $27.98 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

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

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Iowa? The most popular types of Advisor jobs in Iowa are:
What are popular job titles related to Associate Advisor jobs in Iowa? For Associate Advisor jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Iowa look for? The top searched job categories for Associate Advisor jobs in Iowa are:
What cities in Iowa are hiring for Associate Advisor jobs? Cities in Iowa with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Iowa as of May 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,665 per year, or $24.4 per hour.
Senior Associate Advisor, Wealth Management

Senior Associate Advisor, Wealth Management

Choreo

Cedar Rapids, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Senior Associate Advisor, Wealth Management

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

Our Cedar Rapids, IA office is seeking a Senior Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.

Primary Responsibilities:

  • Serve on the client service team to assist in managing client relationships.
  • Involvement in client and prospect meetings as well as networking opportunities.
  • Develop competency with our eMoney financial planning software to assist in developing financial plans.
  • Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
  • Develop competency in our CRM, manage workflows and related documentation requirements.
  • Facilitate best practices and assist in monitoring and satisfying compliance requirements.

Basic Qualifications:

  • Undergraduate degree, preferably in a business-related field
  • Minimum of 5 years in the Wealth Management/Financial Services industry
  • Active series 65 license
  • Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
  • Excellent verbal and written communication skills for working with prospects, clients, and team members
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
  • Basic knowledge of income taxes and effects of portfolio transactions on income taxes

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:

  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Apply