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Associate Financial Representative Jobs in Center Point, IA

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Associate Financial Representative information

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How much do associate financial representative jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate financial representative in Center Point, IA is $24.27, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $23.70 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 popular job titles related to Associate Financial Representative jobs in Center Point, IA?

For Associate Financial Representative jobs in Center Point, IA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Center Point, IA look for?

The top searched job categories for Associate Financial Representative jobs in Center Point, IA are:

What cities near Center Point, IA are hiring for Associate Financial Representative jobs?

Cities near Center Point, IA with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Center Point, IA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 82% In-person, 9% Hybrid, and 9% Remote job distribution, with an average salary of $50,478 per year, or $24.3 per hour.

Associate Principal, Privileged Access Management (CyberArk)

Aegon

Cedar Rapids, IA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago


Job description

Job Family

IT - General

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.

We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

Enterprise Technology is a global organization within Transamerica. We provide dedicated application support to Transamerica, and we bring all of Aegon's business units together through the use of technology. We provide the backbone - the infrastructure - for how everything works. We're creating the company's AI environment, building a flexible 'cloud experience' for internal hosting services, designing frameworks for data governance and management, and ensuring the security and stability of the company's technology. In short, we enable the business units to move more quickly and deliver to our clients in the best possible way. Whether customers are interested in insurance products or annuities or financial services, we're here to ensure they don't have to worry whether their information is safe.
The people we employ are incredibly diverse, both in terms of backgrounds and skill sets. There are over 1000 of us representing a dozen or so nationalities and located in the UK, the US, the Netherlands, Hungary, Spain, and Hong Kong. Our global teams are comprised of experts in areas such as application development, information security, infrastructure services, data & analytics, risk & controls, procurement, program management, and architecture. With the breadth of functions within Enterprise Technology, individuals can pursue a wide variety of careers, and we have a focus on supporting employees' development.
The most important quality in the people who join us is curiosity. A lot of what we do is problem solving, requiring colleagues to take what they know and apply it to new situations. We have many mature processes, but we're always looking for opportunities to improve, so we want people who are naturally inquisitive and confident enough to challenge the way we do things. Technology is constantly, rapidly changing - we need you to help us continue to change with it.

Job Description

The Privileged Access Management (PAM) organization is responsible for the management and governance of privileged access throughout Aegon. As a PAM Associate Principal, you will drive the successful delivery and implementation of the Privileged Access Management program.

What You Will Do:

  • Design, configure, install, integrate, and maintain our PAM Solutions (CyberArk) across the enterprise environments.
  • Provide solutions to effectively manage human, non-human, vendor, contractor, service, application, and cloud privileged accounts.
  • Provide subject matter expertise to our business partners on how to manage privileged accounts while acting as an advocate for Enterprise Technology (ET) and our overall Security platform.
  • Work closely with PAM Engineering to identify improvements and troubleshoot incidents as they arise.
  • Assist with troubleshooting privileged access related issues across the enterprise environment.
  • Assist with shifting cultural change towards a centralized security management program
  • Mentor junior members of the team
  • Lead large initiatives in driving the PAM environment changes including presenting and influencing at the senior levels in the organization
  • Ensure the PAM program will have the required Characteristics to support various Regulations and Standards such as SOX, NYDFS, NIST and SOC
  • Create and present various material related to the PAM program at the executive-level (e.g. architectural diagrams, program roadmaps, business cases)

Qualifications

  • Bachelor's degrees in computer science or related degree, or equivalent education/experience
  • 10+ years of experience managing privileged access and integrating with platforms such as LDAP, Windows/UNIX, databases, network devices, and applications.
  • Expert knowledge of Windows, Linux, and Mainframe systems, and how accounts and access are managed across the environments.
  • 3+ years of experience scripting automation tasks
  • Experience creating, managing, and training customers about safes, vaults, session management, key managers, credential providers, platforms, and secrets management
  • Behavioral & Leadership Competencies:
    • Commitment
    • Interpersonal Skills
    • Learning Aptitude
    • Critical Thinking
    • Resourcefulness
    • Tolerance of Ambiguity

Preferred

  • Extensive experience with CyberArk On-Premise Solutions (CCP, CP, Alero, Secrets Hub, PSM, Conjur)
  • Certification (Sentry/Guardian) on the CyberArk platform
  • Knowledge of IAM, network architecture, and security concepts
  • Experience working in an Agile Scrum framework
  • Experience working in DevSecOps
  • Certified Information Systems Security Professional, CISSP Certified
  • 12+ years of experience in IT/Security

Working Conditions

  • This is a remote or hybrid position
  • May require some international travel <10%
  • May require non-standard work hours due to global support and a globally dispersed team

Compensation:

The Salary for this position generally ranges between$122,000 -$162,000 annually.Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors includingqualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on both Company and individual Performance and is at the Company's discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Our commitment to inclusion & diversity means that we value differences. We encourage the unique perspectives of employees and are dedicated to creating a respectful and inclusive work environment.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

  • Competitive Pay

  • Bonus for Eligible Employees

Benefits Package

  • Pension Plan

  • 401k Match

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Employee Discounts

  • Career Training & Development Opportunities

Health and Work/Life Balance Benefits

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.

  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

  • Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

  • Adoption Assistance

  • Employee Assistance Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica's Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

* As of December 31, 2023