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Associate Financial Representative Jobs in Iowa (NOW HIRING)

UMB Financial

Commercial Team Lead

Clive, IA · On-site

$124K - $196K/yr

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 ...

Sysco

Repack Associate

Ankeny, IA · On-site

$15.25 - $18/hr

This is a finance position that is responsible for salvaging, recouping and repacking products ... Physical Demands The physical demands described here are representative of those that must be met ...

SpartanNash Company

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 ...

SpartanNash

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 ...

SpartanNash Company

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 ...

SpartanNash

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 ...

The 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 ...

Camping World

Sales Development Rep

Davenport, IA · 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 ...

UMB Financial

Trust Officer Sr

Dubuque, IA · On-site

$117K - $173K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... Compensation Range: $117,900 - $173,393 The posted compensation range on this listing represents ...

UMB Financial

Trust Officer Sr

Dubuque, IA · On-site

$91K - $196K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... represents UMB's standard for this role, but the actual compensation may vary by geographic ...

UMB Financial

Trust Officer

Dubuque, IA · On-site

$81K - $120K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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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.

Commercial Team Lead

UMB Financial

Clive, IA • On-site

$124K - $196K/yr

Full-time

Re-posted 10 days ago

Job description

As the leading line of business, UMB's bottom line is directlyimpactedby the growth of our commercial portfolio. The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, and Capital Markets partners. This team manages Commercial and Industrial relationship throughout its life - developing meaningful connections with management of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.

As theCommercial Team Lead, you will lead a team of professional sales and product specialists which collectively shape Commercial & Industrial solutions that will entice prospective companies to award new business to UMB. From a sales and servicing perspective, you willassistinestablishingsales goals,establishservice policies and standards that will increase client satisfaction and retention. Because this is a leadership role, you will have high visibility in the company and community,assistinsettingthe sales strategy for the region, and play a criticalroledeveloping new business. Engaging and building relationships with your team, internal stake holders, business owners, CFO's, CEO's, Controllers, and working with existing clients, you have the ability to help clients achieve their financial dreams, streamline business processes and help them better understand their working cash flow needs.

Howyou'llspend your time:

  • You will focus on the team and individual goals to better deliver a unified business approach and develop your associates.
  • You will oversee budgets, recruitmentstrategyfor new associates, and the loan portfolio toinsureprofit and loss.
  • You will play a critical role in negotiating credit arrangements with team members to help prepare credit memorandum and supporting documentation to gain approvals fromloancommittee.
  • You will focus on community activities to get UMB's brand into the community and win business.
  • You will oversee the commercial portfoliomonitoringthrough your team members to ensure the loans are performing to standard.

We'reexcited to talk with you if:

  • You have 10 years of Commercial Banking experience.

Bonus points if:

  • You have prior leadership experience, a bachelor's degree in business administration, finance, or accounting.

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$150,940 - $236,390

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$137,820 - $216,420

US Employees in all other states not listed above:

$124,690 - $196,440

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.


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