Description Our firm is rapidly expanding, and we are currently looking for a new, Entry Level Financial Advisor Associate to join our ranks. The ideal candidate will be ready to learn the financial ...
Description Our firm is rapidly expanding, and we are currently looking for a new, Entry Level Financial Advisor Associate to join our ranks. The ideal candidate will be ready to learn the financial ...
Financial Advisor Associate
Des Moines, IA · On-site
$105K/yr
Our firm is rapidly expanding, and we are currently looking for a new, Entry Level Financial Advisor Associate to join our ranks. The ideal candidate will be ready to learn the financial services ...
Quick apply
Financial Advisor Associate
Des Moines, IA · On-site
$105K/yr
Our firm is rapidly expanding, and we are currently looking for a new, Entry Level Financial Advisor Associate to join our ranks. The ideal candidate will be ready to learn the financial services ...
Associate Wealth Advisor
West Des Moines, IA · On-site
$75K - $120K/yr
As an associate wealth advisor, you will work directly with the wealth management team to create ... Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ...
Associate Wealth Advisor
West Des Moines, IA · On-site
$75K - $120K/yr
As an associate wealth advisor, you will work directly with the wealth management team to create ... Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ...
Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional ... The Wealth Management Associate is an integral member of the advisory team and is responsible for ...
Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional ... The Wealth Management Associate is an integral member of the advisory team and is responsible for ...
Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional ... The Wealth Management Associate is an integral member of the advisory team and is responsible for ...
Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional ... The Wealth Management Associate is an integral member of the advisory team and is responsible for ...
Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional ... The Wealth Management Associate is an integral member of the advisory team and is responsible for ...
Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional ... The Wealth Management Associate is an integral member of the advisory team and is responsible for ...
Associate Institutional Advisor
Iowa, IA · On-site
$65K - $75K/yr
We are seeking a talented Associate Institutional Advisor . In this role, you will support our ... Bachelor's degree in finance, business or related field. * 1 to 3 years of relevant experience and ...
Quick apply
Associate Institutional Advisor
Iowa, IA · On-site
$65K - $75K/yr
We are seeking a talented Associate Institutional Advisor . In this role, you will support our ... Bachelor's degree in finance, business or related field. * 1 to 3 years of relevant experience and ...
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support ...
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support ...
Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. Financial Business Advisor - P&C Finance Location:
Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. Financial Business Advisor - P&C Finance Location:
Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. Financial Business Advisor - P&C Finance Location:
Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. Financial Business Advisor - P&C Finance Location:
Commissions Advisor
Urbandale, IA · On-site
Commissions Advisor Urbandale, IA Position Summary The Commission Advisor is responsible for the ... Associate's or bachelor's degree in accounting, Finance, Business, or a related field, or at least ...
Commissions Advisor
Urbandale, IA · On-site
Commissions Advisor Urbandale, IA Position Summary The Commission Advisor is responsible for the ... Associate's or bachelor's degree in accounting, Finance, Business, or a related field, or at least ...
Commissions Advisor
Urbandale, IA · On-site
Commissions Advisor Urbandale, IA Position Summary The Commission Advisor is responsible for the ... Associate's or bachelor's degree in accounting, Finance, Business, or a related field, or at least ...
Commissions Advisor
Urbandale, IA · On-site
Commissions Advisor Urbandale, IA Position Summary The Commission Advisor is responsible for the ... Associate's or bachelor's degree in accounting, Finance, Business, or a related field, or at least ...
Communicates complex financial solutions to clients, utilizing interpersonal communication and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Communicates complex financial solutions to clients, utilizing interpersonal communication and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Communicates complex financial solutions to clients, utilizing interpersonal communication and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Communicates complex financial solutions to clients, utilizing interpersonal communication and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Wealth Advisor
West Des Moines, IA · On-site
$75K - $120K/yr
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...
Wealth Advisor
West Des Moines, IA · On-site
$75K - $120K/yr
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...
Client Service Associate
Des Moines, IA · On-site
$55K - $65K/yr
Sparks Financial is a holistic wealth management firm, providing a top-notch experience to our ... Support advising teams in all aspects of client relationship management, including client/household ...
Client Service Associate
Des Moines, IA · On-site
$55K - $65K/yr
Sparks Financial is a holistic wealth management firm, providing a top-notch experience to our ... Support advising teams in all aspects of client relationship management, including client/household ...
Client Service Associate
Des Moines, IA · On-site
$55K - $65K/yr
Sparks Financial is a holistic wealth management firm, providing a top-notch experience to our ... Support advising teams in all aspects of client relationship management, including client/household ...
Quick apply
Client Service Associate
Des Moines, IA · On-site
$55K - $65K/yr
Sparks Financial is a holistic wealth management firm, providing a top-notch experience to our ... Support advising teams in all aspects of client relationship management, including client/household ...
Associate Financial Advisor information
See Waukee, IA salary details
$41.9K is the 25th percentile. Wages below this are outliers.
$36.9K - $43.4K
33% of jobs
$43.4K - $49.8K
1% of jobs
$49.8K - $56.3K
9% of jobs
The median wage is $59.8K / yr.
$56.3K - $62.7K
13% of jobs
$62.7K - $69.2K
7% of jobs
$69.2K - $75.6K
12% of jobs
$75.8K is the 75th percentile. Wages above this are outliers.
$75.6K - $82.1K
9% of jobs
$82.1K - $88.5K
6% of jobs
$88.5K - $95K
5% of jobs
$95K - $101.4K
2% of jobs
$101.4K - $107.9K
2% of jobs
$36.9K
$64.4K
$107.9K
How much do associate financial advisor jobs pay per year?
As of Aug 11, 2026, the average yearly pay for associate financial advisor in Waukee, IA is $64,404.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $79,100.00 per year, depending on experience, location, and employer.
What does an associate financial advisor do?
An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.
What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?
To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.
What is the difference between Associate Financial Advisor vs Financial Advisor?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing financial plans, advising clients, making investment decisions |
The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.
What are some typical challenges an associate financial advisor may face when building their client base?
As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What job categories do people searching Associate Financial Advisor jobs in Waukee, IA look for? The top searched job categories for Associate Financial Advisor jobs in Waukee, IA are:
What cities near Waukee, IA are hiring for Associate Financial Advisor jobs? Cities near Waukee, IA with the most Associate Financial Advisor job openings:
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted yesterday
Job description
Description
Our firm is rapidly expanding, and we are currently looking for a new, Entry Level Financial Advisor Associate to join our ranks. The ideal candidate will be ready to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Financial Architects is in Des Moines, IA. We can only hire candidates who reside in Iowa. As a Sales Consultant for Financial Architects, Inc., there are no Sales Territories. Our Sales Consultants can do business with any client who resides in the USA.
This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1-2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.
No territory restrictions - serve clients nationwide!!
Benefits:
Responsibilities
• Guide clients through the financial planning process, ensuring they understand their options and feel confident in their decisions.
• Collaborate with our team to develop personalized financial strategies that align with clients' long-term goals.
• Maintain up-to-date knowledge of financial products and industry trends to provide clients with the best advice.
• Build and nurture client relationships by providing exceptional service and regular communication.
• Analyze clients' financial data to identify opportunities for growth and risk management.
• Conduct in-depth reviews of clients' financial situations to ensure their plans remain relevant and effective.
• Educate clients on the benefits of various financial products and services, empowering them to make informed choices.
Qualifications
• Experience in financial planning or related field is a plus, but not required.
• Ability to communicate complex financial concepts in a clear, relatable manner.
• Proven track record of building strong client relationships through exceptional service.
• Strong analytical skills to interpret financial data and identify growth opportunities.
• Ability to work collaboratively within a team to develop personalized financial strategies.
• Proficiency in using financial software and tools to aid in client planning.
• Eagerness to stay informed about industry trends and financial products to provide the best advice to clients.
Our firm is rapidly expanding, and we are currently looking for a new, Entry Level Financial Advisor Associate to join our ranks. The ideal candidate will be ready to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Financial Architects is in Des Moines, IA. We can only hire candidates who reside in Iowa. As a Sales Consultant for Financial Architects, Inc., there are no Sales Territories. Our Sales Consultants can do business with any client who resides in the USA.
This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1-2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.
No territory restrictions - serve clients nationwide!!
Benefits:
- Medical, Dental, Vision,
- Flexible Spending Account
- Short and Long Term DI
- Group Life and AD&D
- 401(k) with up to 3% match
- Pension Plan
Responsibilities
• Guide clients through the financial planning process, ensuring they understand their options and feel confident in their decisions.
• Collaborate with our team to develop personalized financial strategies that align with clients' long-term goals.
• Maintain up-to-date knowledge of financial products and industry trends to provide clients with the best advice.
• Build and nurture client relationships by providing exceptional service and regular communication.
• Analyze clients' financial data to identify opportunities for growth and risk management.
• Conduct in-depth reviews of clients' financial situations to ensure their plans remain relevant and effective.
• Educate clients on the benefits of various financial products and services, empowering them to make informed choices.
Qualifications
• Experience in financial planning or related field is a plus, but not required.
• Ability to communicate complex financial concepts in a clear, relatable manner.
• Proven track record of building strong client relationships through exceptional service.
• Strong analytical skills to interpret financial data and identify growth opportunities.
• Ability to work collaboratively within a team to develop personalized financial strategies.
• Proficiency in using financial software and tools to aid in client planning.
• Eagerness to stay informed about industry trends and financial products to provide the best advice to clients.
About Financial Architects
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Farmington Hills, MI, US
Year founded
1985