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Associate Client Advisor Jobs in Des Moines, IA (NOW HIRING)

KOHLS

Part-Time Beauty Advisor - Sephora

Ames, IA · On-site

$13.70/hr

Build strong client loyalty and influence clients by identifying their needs and suggesting ... Maintaining adherence to company safety policies for the safety of all associates and customers

TIAA

Wealth Management Advisor - Ames, IA

Ames, IA · On-site

Deeply curious with a demonstrated ability to uncover the needs of the client.Giving and receiving ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Management Advisor - Ames, IA

Ames, IA · On-site

Sedentary Work Career Level 8IC Related Skills Business Development, Client Relationship Management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Kohl's

Part-Time Beauty Advisor - Sephora

Ames, IA · On-site

$13.70/hr

Build strong client loyalty and influence clients by identifying their needs and suggesting ... Maintaining adherence to company safety policies for the safety of all associates and customers

H&R Block

Tax Associate

Des Moines, IA · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Ames, IA · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

West Des Moines, IA · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Des Moines, IA · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

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Showing results 21-40

All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Des Moines, IA

Associate Client Advisor information

See Des Moines, IA salary details

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$44

How much do associate client advisor jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate client advisor in Des Moines, IA is $25.31, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $29.09 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that involves supporting senior advisors, managing client relationships, and developing sales skills. It can provide valuable experience and opportunities for advancement into more senior roles or specialized areas within finance. Success often depends on interpersonal skills, industry knowledge, and professional development efforts.

What are the most commonly searched types of Client Advisor jobs in Des Moines, IA?

The most popular types of Client Advisor jobs in Des Moines, IA are:

Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Des Moines, IA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 15% Part Time, and 5% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution, with an average salary of $52,643 per year, or $25.3 per hour.

Practice Leader, Advisor Growth & Development

Cambridge Investment Research, Inc.

West Des Moines, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Job SummaryJordan Creek Financial Solutions is an independent firm that seeks to be an advisor's caring advocate, providing the support they need to run their business while also providing compliance and regulatory oversight as an Office of Supervisory Jurisdiction. Our comprehensive partnership is focused on unparalleled service and comprehensive business solutions within Jordan Creek and with the support of financial solutions firm Cambridge Investment Group, Inc.
The Practice Leader, Advisor Growth and Development is a strategic leader responsible for driving the success of our Jordan Creek branch, located in West Des Moines, IA. This role proactively manages relationships with financial professionals (FPs) and clients. The Practice Leader will develop and execute actionable plans to support branch growth, with a primary focus on helping financial professionals expand their practices through business growth strategies, coaching, and consulting. Additional responsibilities include enhancing sales and product knowledge within the branch, as well as recruiting, developing, and retaining top financial professionals. Serving as a trusted partner, this leader will foster a culture of growth, collaboration, and client service excellence within the Jordan Creek office and affiliated banks.Key Deliverables and Responsibilities

  • Develop and deliver actionable plans on organic revenue growth, platform adoption and product diversification in order to meet enterprise goals and to create an exceptional advisor experience

  • Develop new recruiting leads through proactive outgoing solicitations, identifying cross-sell opportunities for current relationships through proper customer profiling and needs-based selling

  • Retain advisor relationships demonstrating how their businesses will benefit from the relationship with the firm; interfacing with team members and other departments to meet client needs

  • Be a trusted resource for advisors with regards to business strategy, industry changes, and branch office growth including, but not limited to, planning regular visits to advisors in offices to strengthen the relationship with the firm, and providing training sessions as appropriate

  • Oversee high level problem resolution to provide mutually beneficial solutions to challenging situations

  • Interface internally and externally in a professional and courteous manner to act as an advocate for the advisor and to achieve performance objectives

  • Develop and implement advisor-centric strategic initiatives regarding company and departmental policies and procedures in order to correct gaps and deliver exceptional advisor experiences

  • Oversee the Office of Supervisory Jurisdiction (OSJ) Designees by reviewing escalated Direct Report correspondence, securities activities, FINRA/Insurance licensing, Outside Business Activity (OBA) reports, daily trade blotters, and any other reports to ensure supervisory review of Direct Reports in assigned regions

  • Maintain an understanding of the Enterprise's revenue and profitability targets and firm level goals, comprehensive knowledge of key industry topics, internal programs, departmental procedures, regulatory requirements and firm policy

  • Collaborate with Office of Supervisory Jurisdiction (OSJ) Designees and advisors with communicating new policies and procedures, sharing information about Cambridge and providing input in order to strengthen relationships with advisor offices

  • Supervise personal securities activities of OSJ Supervisor Designees and serve as an escalation contact for OSJ Supervisor Designees and advisors.

  • Drive overall branch effectiveness and Financial Professional retention by monitoring associate morale and work quality, recruiting staff as .

  • Develop and direct strategic initiatives regarding company and departmental policies and procedures in order to improve service standards for internal and external customers

  • Participate in business planning, resource allocation, and budgeting related to areas of responsibility

  • Maintain accurate records and document actions for areas managed including associates and advisors


What We Are Looking For

The ideal candidate brings advanced experience in growth, development, consulting, and recruiting within the financial services industry, with a proven track record of growing financial professionals' businesses. They have a strong background in coaching, mentoring, and advising financial professionals to achieve their goals, coupled with in-depth knowledge of investment products, financial planning, and wealth management solutions. The candidate demonstrates the ability to develop and execute actionable business development strategies, recruit and retain top talent, and foster strong relationships and collaboration among financial professionals, clients, and internal teams.

Certifications:

  • Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses are required.

Why Cambridge?Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits packagehere.

#LI-BF2

#LI-Hybrid


Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Eleven paid holidays

You can find more details about our comprehensive benefits packagehere.


Cambridge Overview:

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.

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