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Brokerage Associate Jobs in Iowa (NOW HIRING)

Tax Associate

Waterloo, IA · On-site

$21 - $26/hr

... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...

Tax Associate

Des Moines, IA · On-site

$21 - $26/hr

... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...

Tax Associate

Davenport, IA · On-site

$21 - $26/hr

... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...

Tax Associate

Clintonia, IL · Remote

$21 - $26/hr

... and brokers nationwide. We're achieving that goal by enhancing every facet of our customers ... Associate or Bachelor's degree in Accounting, Finance, or related field preferred * 2+ years of ...

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At ...

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At ...

Showing results 21-40

Brokerage Associate information

See Iowa salary details

$28.6K

$55.5K

$79.8K

How much do brokerage associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for brokerage associate in Iowa is $55,471.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,300.00 and $69,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a brokerage associate?

To thrive as a Brokerage Associate, you need a solid understanding of financial markets, investment products, and regulatory compliance, typically supported by a bachelor’s degree in finance or a related field. Familiarity with trading platforms, CRM systems, and often Series 7 and 63/66 FINRA licenses is essential. Strong analytical abilities, attention to detail, and excellent interpersonal skills enable you to build client relationships and manage transactions efficiently. These skills are crucial for providing accurate advice, ensuring regulatory compliance, and delivering superior client service in a competitive financial environment.

What is the difference between Brokerage Associate vs Financial Advisor?

AspectBrokerage AssociateFinancial Advisor
Required CredentialsSeries 7, Series 63/66 licensesSeries 7, Series 66, CFP certification (optional)
Work EnvironmentSupport role in brokerage firms, assisting brokers and clientsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and investment companiesUsed in financial planning firms, banks, and independent advisory practices

While both roles involve working with investments and require licensing, Brokerage Associates primarily support brokers and handle administrative tasks, whereas Financial Advisors focus on providing personalized financial advice and planning to clients.

How do brokerage associates typically collaborate with brokers and clients in their daily workflow?

Brokerage Associates play a key support role by coordinating communication between brokers and clients, preparing necessary documentation, and assisting with property listings or transaction processes. They often participate in client meetings, help manage schedules, and ensure all compliance requirements are met. Strong organizational and interpersonal skills are essential, as the role involves juggling multiple priorities while maintaining a professional and client-focused approach. Collaboration is frequent, making teamwork and clear communication vital to success.

Is being a brokerage associate a high paying job?

Brokerage associates typically earn a median annual salary that varies based on experience, location, and the firm they work for, with many earning between $40,000 and $70,000. Compensation can increase with commissions, bonuses, and industry certifications, making it potentially lucrative for successful professionals in the field.

What does a brokerage associate do?

A Brokerage Associate assists clients with buying, selling, and managing financial assets such as stocks, bonds, or real estate. They support senior brokers by conducting market research, preparing reports, handling administrative tasks, and communicating with clients. Their role often involves maintaining client accounts, processing transactions, and ensuring compliance with industry regulations. Brokerage Associates help ensure smooth and efficient operations within brokerage firms and provide valuable support to both clients and brokers.

What are the most commonly searched types of Brokerage jobs in Iowa?

The most popular types of Brokerage jobs in Iowa are:

What are popular job titles related to Brokerage Associate jobs in Iowa?

For Brokerage Associate jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Brokerage Associate jobs in Iowa look for?

The top searched job categories for Brokerage Associate jobs in Iowa are:

What cities in Iowa are hiring for Brokerage Associate jobs?

Cities in Iowa with the most Brokerage Associate job openings:

Tax Associate

InsCipher

Waterloo, IA • On-site

$21 - $26/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago


Job description

At InsCipher, our commitment to our customers is what drives us. 

Ours is a culture of innovation and progress. We are a creative team of doers constantly striving to develop value-driven products and services for our customers.  

Our ultimate goal is to become the trusted authority and leading partner for state departments of insurance, surplus lines associations, and brokers nationwide. We’re achieving that goal by enhancing every facet of our customers reporting and tax filings through education and innovative, streamlined compliance solutions. 

We’re growing fast and want you to be a part of it! 

We’re looking for a talented, detail-oriented Tax Associate - Remote to join our team. Under the direction of the Filing Services Team Lead this role will be responsible for completing filings, reports, and reconciliations of surplus lines taxes in all states. 

Key Responsibilities 

  • Timely and accurately complete state regulatory surplus lines tax filings 
  • Ensure proper documents are received and reviewed from client submission 
  • Conduct compliance and quality review on documents, state legislation, codes and procedures associated with surplus lines tax filing 
  • Maintain working knowledge of surplus lines tax regulations 
  • Reconcile filings with InsCipher Connect platform and state transaction reports 
  • Assist in directing other team members as needed to maintain compliance with all surplus lines tax filings 
  • Manage multiple priorities in a high-volume position, deliver timely and accurate work products with a focus on customer service, and respond with a sense of urgency as required 
  • Assist with any surplus lines audits, verifying transactions, documents, and filings 
  • Assist with surplus lines calls and accurately and efficiently respond to emails, outlook tasks, and voicemails 
  • Provide technical assistance to InsCipher Connect clients 
  • Coordinate multiple projects, ensuring timely and accurate deliverables and effectively resolve any issues that occur 
  • Effectively build professional, positive working relationships with both clients and all levels of the organization 
  • Independently investigate, research, and resolve issues that may arise during the filing, reconciliation, or payment processes 
  • Properly document all correspondence with the state and client in their applicable location 
  • Support the Surplus Lines Tax Leadership Team in fulfillment of ad hoc requests, as needed 
  • Adapt to and provide feedback on any internal workflow and process changes 
  • Escalate customer, state, or internal issues through proper channels when needed 
  • Required to perform other duties as requested, directed, or assigned 

Requirements and Qualifications 

  • Associate or Bachelor's degree in Accounting, Finance, or related field preferred 
  • 2+ years of accounting, compliance, or insurance related experience 
  • Intermediate skills in Excel or other spreadsheet software 
  • Self-directed and detail-oriented with strong organizational, decision-making, and time management skills 
  • Effectively works independently and as part of a team 
  • Demonstrated willingness to take initiative and act decisively 

Perks 

  • Health, dental, and vision plans 
  • Amazing work-life balance with 4 weeks of Paid Time Off 
  • 10 Paid Company Holidays with 2 floating holidays 
  • 401K Programs with employer match 
  • Personal assistant programs for support in a healthy personal and work life 

Why InsCipher? 

At InsCipher, you'll join a team of disruptors, innovators, and forward-thinkers. We're not just changing the game; we're creating a new one. We offer a dynamic, inclusive work environment where your ideas are valued, and your contributions lead to real change. With us, you'll have the opportunity to: 

  • Work on cutting-edge projects that are reshaping an industry 
  • Collaborate with a team of passionate, like-minded professionals 
  • Enjoy a culture that values flexibility, innovation, and personal growth 

Compensation Range: $21/hr - $26/hr 

We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.  

If you need accommodation, please let us know during the interview process.