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Associate Financial Representative Jobs in Waukee, IA

UMB Financial

Branch Manager I

Clive, IA

$67K - $99K/yr

... 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 ...

UMB Financial Corporation

Branch Manager I

Clive, IA · On-site

$67K - $99K/yr

... 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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

UMB Financial Corporation

Branch Manager I

Clive, IA

$67K - $99K/yr

... 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 ...

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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 Sep 2, 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 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 job categories do people searching Associate Financial Representative jobs in Waukee, IA look for?

The top searched job categories for Associate Financial Representative jobs in Waukee, IA 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, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $52,485 per year, or $25.2 per hour.

Sales Representative

THE WITTERN GROUP, Inc.

Des Moines, IA • On-site

Full-time

Posted 26 days ago

Job description

Description
Revenue Generation & Sales Execution
• Generate revenue through inbound and outbound sales activities.
• Identify, qualify, and develop new sales opportunities.
• Conduct customer discovery conversations to understand business needs and recommend appropriate solutions.
• Prepare and present quotes, proposals, and sales recommendations.
• Follow up on opportunities in a timely and professional manner.
• Consistently achieve or exceed established sales, margin, and activity goals.
Customer Relationship Management
• Build and maintain strong customer relationships through responsive communication and follow-through.
• Serve as a trusted advisor by understanding customer objectives and recommending value-added solutions.
• Maintain regular contact with assigned customers and prospects.
• Identify opportunities for repeat business, upselling, and cross-selling.
Pipeline & CRM Management
• Maintain an accurate and current sales pipeline.
• Document all customer interactions, opportunities, and activities within the CRM system.
• Update opportunity stages, next steps, and forecasting information in a timely manner.
• Provide accurate sales forecasts and pipeline updates as requested.
Prospecting & Business Development
• Research potential customers, markets, and industries.
• Develop and execute prospecting plans to create new opportunities.
• Utilize phone, email, social networking, trade events, referrals, and other approved methods to generate leads.
• Support marketing campaigns and lead-generation initiatives.
Cross-Functional Collaboration
• Partner with Sales Leadership, Customer Service, Operations, Finance, and Engineering to ensure customer requirements are understood and fulfilled.
• Coordinate customer handoffs and order transitions to ensure a positive customer experience.
• Communicate customer feedback and market intelligence to internal stakeholders.
Process Discipline & Systems Compliance
• Follow all established sales processes, procedures, and policies.
• Ensure all sales activities are documented within the designated system of record.
• Maintain accurate customer and opportunity information.
• Support continuous improvement initiatives that improve customer experience and sales effectiveness.
Performance Expectations
Success in this role is measured through:
• Revenue attainment
• Gross margin attainment
• New customer acquisition
• Lead conversion rates
• Pipeline growth and quality
• Forecast accuracy
• Customer retention
• CRM compliance
• Customer satisfaction
Requirements
Qualifications
• Associate's or Bachelor's degree in Business, Marketing, Sales, or related field preferred.
• Equivalent combination of education and relevant sales experience may be considered.
Experience
• 2+ years of sales, customer service, account management, or business development experience preferred.
• Experience working with CRM systems preferred.
• Experience selling products, services, equipment, technology, or business solutions preferred.
• Manufacturing, industrial, distribution, vending, retail technology, or related industry experience is a plus.
Knowledge, Skills & Abilities
Sales Skills
• Prospecting and lead generation
• Consultative selling
• Negotiation and closing skills
• Customer relationship management
• Opportunity qualification
Business Skills
• Strong verbal and written communication
• Organizational and time-management skills
• Problem-solving and critical thinking
• Ability to prioritize multiple tasks and opportunities
Technical Skills
• CRM systems proficiency
• Microsoft Office Suite
• Basic business and financial acumen
• Ability to learn product, service, and industry knowledge quickly
Core Competencies
• Customer Focus
• Results Orientation
• Accountability
• Communication
• Collaboration
• Continuous Improvement
• Professionalism
• Adaptability
Expectations
• Own results and commitments.
• Work not documented in the CRM system is considered incomplete.
• Follow established sales processes consistently.
• Maintain accurate customer, opportunity, and forecasting information.
• Represent the company professionally in all customer interactions.

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