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Associate Financial Representative Jobs in Waukee, IA

Aspen Dental

Associate Dentist - Iowa

Des Moines, IA

$200K - $230K/yr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Networking with professional groups, dental associations, and dental societies to represent Aspen ...

UMB Financial Corporation

Commercial Team Lead

Clive, IA · On-site

$124K - $196K/yr

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

UMB Financial Corporation

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) ...

PacSun

Sales Associate

West Des Moines, IA · On-site

$12.75 - $17.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

DR Horton

Sales Representative-Bettendord IA

Ankeny, IA · On-site

The Company also provides mortgage financing and title services for homebuyers through its mortgage ... Associate's Degree or 2 years related experience * Must have a vehicle, valid driver's license, and ...

Raising Cane's

Customer Service Associate

Des Moines, IA · On-site

$15/hr

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Raising Cane's

Customer Service Associate

Des Moines, IA · On-site

$15/hr

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Raising Cane's

Customer Service Associate

Des Moines, IA · On-site

$15/hr

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Waukee, IA

Associate Financial Representative information

See Waukee, IA salary details

$10

$25

$63

How much do associate financial representative jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for associate financial representative in Waukee, IA is $25.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $24.66 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 popular job titles related to Associate Financial Representative jobs in Waukee, IA? For Associate Financial Representative jobs in Waukee, IA, the most frequently searched job titles are:
What cities near Waukee, IA are hiring for Associate Financial Representative jobs? Cities near Waukee, IA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Waukee, IA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,485 per year, or $25.2 per hour.

Associate Dentist - Iowa

Aspen Dental

Des Moines, IA

$200K - $230K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Aspen Dental rating

6.3

Company rating: 6.3 out of 10

Based on 464 frontline employees who took The Breakroom Quiz

671st of 887 rated healthcare providers

Job description

Job Requirements
This opening is for an Associate Dentist. 

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with working with a world-class Dental Service Organization (DSO). Our best-in-class learning and development training program, competitive compensation, and flexible scheduling will help you thrive in your dental career. Let us handle your business and administrative tasks, so you can focus on what you do best: providing exceptional patient care.  

 Job Type: Full-time, Part-time

Salary: 

 $200000 - $230000 / Year   

Location-Specific Offers: 

  • Sign-On Bonus - $10000
  • Relocation Stipend - $5000 
  • Partnership Opportunity

At Aspen Dental, we put You 1st. We offer:  

  • An income potential that’s twice as high as the average private practice* 
  • Full-time, part-time, and flexible scheduling to suit your lifestyle and career goals** 
  • Unlimited access to free continuing education (live and online) to keep your skills and knowledge up to date  
  • The opportunity to own your practice through the Practice Ownership Program 
  • A cutting-edge surgical training center to expand your scope of practice 
  • A fun and supportive culture that encourages collaboration and innovation 
  • A generous benefits package that includes paid time off, health, vision, and 401(k) savings plan (including full benefits for part-time roles) 
  • Back-end support to allow you more time to focus on your patients: finance, IT, marketing, billing, HR, call center, learning and development, plus so much more 

*Source: ADA Health Policy Institute 2017 Survey of Dental Practice.  

**May vary by independently owned and operated Aspen Dental location. 

You’ll achieve success by:  

  • Working with a patient-centric team that respects your clinical judgment and leadership 
  • Assuming excellent quality of care for all patients while adhering to the highest standards of dental practice ethics and professionalism 
  • Conducting comprehensive full mouth exams and diagnosing dental conditions 
  • Offering treatment planning options and discussing them with patients 
  • Providing high-quality clinical treatments with excellence and efficiency 
  • Keeping abreast of new developments in dentistry through continued education and professional development 
  • Networking with professional groups, dental associations, and dental societies to represent Aspen Dental-branded practices in the greater community 

Qualifications:  

  • Must be a DDS or DMD from an accredited school 

What Aspen Dental employees say

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