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Associate Financial Representative Jobs in Iowa (NOW HIRING)

Access Dubuque

Customer Service Representative

Dubuque, IA · On-site

$15 - $20.50/hr

... Financial Service Representative Cottingham & Butler/ SISCO Client Service Representative ... SISCO Teller Service Associate (Platteville) Dupaco Community Credit Union Client Service ...

Fiserv, Inc.

$39K - $92K/yr

We connect financial institutions, corporations, merchants and consumers to one another millions of ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...

University of Iowa

Strategy Associate

Iowa City, IA · On-site

Representative projects will include market and competitive analysis, financial pro forma statement ... Associate (Requisition #26004203) and Strategy Consultant (Requisition #26004093) levels. The ...

Access Dubuque

Client Service Representative

Dubuque, IA · On-site

$15 - $20.50/hr

... Financial Service Representative Cottingham & Butler/ SISCO Service Representative (Call Center ... Associates, Inc. Customer Service Representative Cottingham & Butler/ SISCO Share this Job ...

UMB Financial

Personal Banker I

Clive, IA · On-site

$29K - $43K/mo

UMB's branches offer many opportunities to expand your financial education & grow your career ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

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 ...

UMB Financial

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 ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Iowa

Associate Financial Representative information

See Iowa salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 11, 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 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.

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 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 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 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:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,405 per year, or $24.7 per hour.

Customer Experience Representative

Farm Bureau Financial Services

West Des Moines, IA • On-site

$15.75 - $21.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Customer Experience Representative I

Are you passionate about delivering excellent customer service and are customer focused? Would you like to join a company that cares about employees, has a competitive pay scale, and invests in you through continued training and education? Do you have strong initiative and the ability to work well independently? If so, this Customer Experience Representative opportunity may be a great fit for you!

At Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take. We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.

If you're passionate about helping others, we may have the perfect opportunity for you to be a part of our effort to protect the livelihoods and futures of our customers. Our ideal candidate is team oriented and highly motivated, projecting a positive image of Farm Bureau by providing exceptional first call resolution service to our agents, and customers from our inbound contact center. Areas in which we provide service include billing assistance, policy service, system support and professional response to inquiries. Maintaining professional and productive relationships with our agency force, customers, and internal departments to ensure the aims and objectives of Farm Bureau are achieved is imperative, as well as providing them a standard of service that results in a consistent, positive experience by focusing on the relationship at each interaction.

What It Takes to Join Our Team:

  • High school diploma or equivalent required. Associate degree or 1 year of relevant experience preferred.
  • Strong customer service skills are required, including solid verbal communication and business professional writing skills.
  • Must have initiative and ability to work independently.
  • Strong computer skills are required in order to quickly learn our multiple systems. MS Office is preferred.
  • Must have basic math skills and ability to learn basic knowledge of insurance products.
  • Must work from our office in Manhattan, Kansas, West Des Moines Corporate location, Lincoln, Nebraska or our Gilbert, Arizona state office. During training, hours are 8am-4:30pm for the first approximately 10-12 weeks. Then, your schedule after training may vary based on business need to be determined. Your assigned shift will be between 8am - 7pm Monday through Friday with a prescheduled designated weekend rotation.

What We Offer You: When you're on our team, you get more than a great paycheck. We offer an enhanced 401K with a match, low cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time and teams who know how to have fun. Add to that an onsite wellness facility and cafeteria. Farm Bureau....where the grass really IS greener!

If you're interested in joining a company that appreciates employees, provides growth and professional development opportunities and offers great benefits, we invite you to apply today!

Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.

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