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Associate Financial Representative Jobs in Iowa (NOW HIRING)

... Representatives who are ready to help customers, solve problems, and learn the business from the ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

... Representatives who are ready to help customers, solve problems, and learn the business from the ... financial well-being of our associates. Our competitive offering not only includes benefits like ...

Produce Associate

Council Bluffs, IA · On-site

$14.50 - $18/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

New

Service Associate

Council Bluffs, IA · On-site

$14.75 - $19.50/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...

Produce Associate

Council Bluffs, IA · On-site

$14.50 - $18/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

Produce Associate

Council Bluffs, IA · On-site

$14.50 - $18/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

Service Associate

Council Bluffs, IA · On-site

$14.75 - $19.50/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The physical demands described here are representative of those that must be met by an associate to ...

Personal Banker I

Dubuque, IA · On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... Compensation Range: $38,916 - $57,244 The posted compensation range on this listing represents UMB ...

Showing results 21-40

Associate Financial Representative information

See Iowa salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate financial representative in Iowa is $24.71, according to ZipRecruiter salary data. Most workers in this role earn between $18.08 and $24.13 per hour, depending on experience, location, and employer.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

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

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are the most commonly searched types of Financial Representative jobs in Iowa?

The most popular types of Financial Representative jobs in Iowa are:

What are popular job titles related to Associate Financial Representative jobs in Iowa?

For Associate Financial Representative jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Iowa look for?

The top searched job categories for Associate Financial Representative jobs in Iowa are:

What cities in Iowa are hiring for Associate Financial Representative jobs?

Cities in Iowa with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Iowa as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $51,405 per year, or $24.7 per hour.

Account Development Representative

Workiva, Inc.

Ames, IA • On-site

Other

Retirement

Re-posted 25 days ago


Workiva rating

9.9

Company rating: 9.9 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

1st of 247 rated software companies


Job description

The Account Development Representative is a strategically minded salesperson who possesses the ability to navigate and network in Fortune 1000 accounts that result in Qualified Pipeline and Bookings. This individual consistently utilizes their ability to engage, listen, challenge, and ask the right questions in a manner that creates a superior prospect/customer experience and sets the stage for future Workiva product sales. This role partners closely with a team of Account Executives to drive pipeline for existing customers and net new logos.

Account Development Representatives accomplish this objective through a variety of strategies such as social selling tactics, referral mining, people mapping, building and utilizing value pyramids, while constantly collaborating with Account Executives, Solution Executives, Marketing, and Demand Generation teams. The Account Development Representative is creative and innovative with messaging and Go-To-Market (GTM) strategy in global accounts.

What You'll Do

  • Provide extensive research and intelligence within target accounts to identify key contacts and critical account information through people mapping exercises and developing value pyramids

  • Prospect into target Fortune 1000 accounts via strategic networking, email, e-marketing, campaigns, and social outreach

  • Qualify leads/contacts based upon specifically defined criteria to transition meaningful sales leads into the pipeline through detailed outbound hunting efforts

  • Learn and demonstrate a fundamental understanding of the Workiva platform, and clearly articulate its capabilities and advantages to decision makers and influencers across multiple business disciplines, understanding negative consequences and positive business outcomes of strategic accounts.

  • Understand global personas in the offices of: Financial Transformation, Accounting, Finance, IT, and Sustainability Reporting

  • Drive attendance to various events (webinars, roadshows, Amplify, conferences, etc.), and provide post-event follow-up, as well as creating unique events in territory that result in Qualified Pipeline

  • Develop and maintains a current understanding of Workiva's latest product offerings and competitive product/ market knowledge

  • Partner closely with Account Executives to develop ongoing engagement strategy with assigned customer and prospect accounts to drive revenue goals

  • Meet or exceed quarterly goal for number of opportunity targets, revenue, and weekly/monthly performance activity indicators

  • Maintain active engagement with existing customers & non-customers to increase interest in additional uses for the Workiva platform by understanding their key initiatives and pain points

  • Contribute to critical functions associated with fulfilling the sales cycle (forecasting, reporting, CRM maintenance, correspondence, and communications)

What You'll Need


Minimum Qualifications

  • Requires an Associate's degree

  • Minimum of 5 years of related experience in Sales Development

Preferred Qualifications

  • Experience in a SaaS Sales environment

  • Salesforce CRM, Salesloft, ZoomInfo, and LinkedIn Sales Navigator experience are strongly preferred

  • Excellent verbal, written, and interpersonal communication skills with a professional demeanor

  • Self-motivated with strong propensity for action, results, and continuous improvement

  • The ability to work successfully in a high-energy, fast-paced, rapidly changing environment is necessary

  • Exceptional organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines

  • Ability to maintain a high level of activity and effectively manage competing priorities

  • Proven track record of creating revenue-generating opportunities and quota attainment

  • Proven ability to understand and successfully promote technical offerings and solution sets

  • Capable of learning, developing, and integrating skills in an online training environment

Travel Requirements & Working Conditions

  • Up to 10% travel

  • Reliable internet access for any period of time, working remotely, not in a Workiva office

How You'll Be Rewarded

On Target Earnings (OTE) range in the US: 85,000.00 - 127,000.00 USD Annual

Eligible for commission based on sales performance

Restricted Stock Units granted at time of hire

401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world's most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation-ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.

At Workiva, you'll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you're energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we'd love to meet you.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.

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