1

Associate Financial Representative Jobs in Iowa (NOW HIRING)

Personal Banker I

Dubuque, IA ยท 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 ...

You will oversee budgets, recruitmentstrategyfor new associates, and the loan portfolio ... You have prior leadership experience, a bachelor's degree in business administration, finance, or ...

Sales Development Rep

Davenport, IA ยท On-site

$35K - $55K/yr

The goal is to drive sustainable financial growth through boosting sales and forging lasting ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Warranty Representative

Oskaloosa, IA

$14.50 - $18.75/hr

Minimum Associates Degree in a technical or business related field, or 3+ years experience in ... Make business decisions on best practices to complete work with financial implications and timing ...

Warranty Representative

Oskaloosa, IA ยท On-site

$14.50 - $18.75/hr

Minimum Associates Degree in a technical or business related field, or 3+ years experience in ... Make business decisions on best practices to complete work with financial implications and timing ...

Warranty Representative

Oskaloosa, IA ยท On-site

$14.50 - $18.75/hr

Minimum Associates Degree in a technical or business related field, or 3+ years experience in ... Make business decisions on best practices to complete work with financial implications and timing ...

Guest Assistance Associate

Council Bluffs, IA ยท On-site

$15 - $18.75/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 ...

Branch Manager I

Clive, IA ยท On-site

$68 - $100/hr

... associate development or management experience * You have 2 years of banking/financial services ... Compensation Range $67,869 - $99,836 The posted compensation range on this listing represents UMB ...

Branch Manager

Dubuque, IA ยท On-site

$68 - $100/hr

... associate development or management experience * You have 2 years of banking/financial services ... Compensation Range $67,869 - $99,836 The posted compensation range on this listing represents UMB ...

Showing results 41-60

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.

Personal Banker I

UMB Financial

Dubuque, IA โ€ข On-site

$38K - $57K/yr

Full-time

Re-posted 26 days ago


Job description

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.

UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.

Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.

How you will spend your time:
Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
Achieving your daily key performance metrics while balancing competing priorities
Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
Other job duties as assigned


We're excited to talk to you if:
You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
You demonstrate attention to detail whether completing documents or explaining features and benefits
You have aHS Diploma or equivalent
You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
You have reliable transportation and ability to work branch hours, including weekends and some evenings
You have the ability to obtain NMLS registration within 90 days


This position was posted on 07/22/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$38,916 - $57,244

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.


UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.


If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.


#LI-BW2