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Brokerage Associate Jobs in Iowa (NOW HIRING)

U.S. Bank

WM Affluent Associate

Sioux City, IA · On-site

$20 - $24.38/hr

... brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met - Ability to contact and profile existing clients, leads, and ...

Infosys

Customer Service Representative

Des Moines, IA · On-site

$15.50 - $21.25/hr

Life Insurance Senior Process Associate In this role, you will serve as a primary point of contact for insurance agents, agencies, broker-dealers, and uplines supporting life insurance and annuity ...

Infosys

Customer Service Representative

Des Moines, IA · On-site

$15.50 - $21.25/hr

Life Insurance Senior Process Associate In this role, you will serve as a primary point of contact for insurance agents, agencies, broker-dealers, and uplines supporting life insurance and annuity ...

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All JobsBrokerage Associate JobsBrokerage Associate Jobs in Iowa

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 22, 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 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 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.

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.

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.

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 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:

Brokerage Associate jobs near you
Infographic showing various Brokerage Associate job openings in Iowa as of August 2026, with employment types broken down into 2% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $55,471 per year, or $26.7 per hour.

Operations Associate, Wealth

Integritymarketing

Des Moines, IA • On-site

Full-time

Re-posted 14 hours ago

Job description

The Role

As an Operations Associate, Wealth Services, you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth technology platforms, including Black Diamond, Salentica, CRM Wealth Platform, and RCI.

In this highly collaborative role, you will be a trusted resource for advisors, helping them navigate systems, resolve complex issues, and optimize platform functionality. You will work closely with internal teams and external partners to support onboarding, training, data integrity, and operational excellence across the wealth services organization.

This position is ideal for a detail-oriented professional who enjoys problem solving, building relationships, and leveraging technology to create a seamless advisor experience.

Essential Job Functions, other duties assigned

Advisor Support & Relationship Management

  • Serve as a primary point of contact for advisors regarding platform functionality, navigation questions, account reviews, and transaction-related inquiries.

  • Resolve complex service requests and escalated issues while ensuring a high-quality advisor experience.

  • Act as a liaison between advisors, internal teams, and business partners to facilitate timely issue resolution.

Training & User Enablement

  • Deliver virtual and in-person training sessions, webinars, and development programs for advisors, Registered Representatives, and Investment Advisor Representatives.

  • Provide one-on-one coaching and support to users as needed.

  • Assist with onboarding new users by setting up system access and ensuring a smooth transition onto wealth platforms.

Platform Administration & Data Management

  • Maintain user accounts, permissions, security rights, and group assignments across supported systems.

  • Manage the flow of data between Black Diamond and related platforms, ensuring information is accurate, complete, and up to date.

  • Monitor and maintain data integrity through regular audits, updates, and validation activities.

Operational Support & Project Coordination

  • Review and triage advisor service tickets, routing requests to the appropriate teams and stakeholders.

  • Coordinate account assignments, household setup, and workload distribution across teams.

  • Track, monitor, and report on project status, training effectiveness, webinar feedback, and operational initiatives.

  • Prepare reporting and documentation related to customer satisfaction, platform usage, and team performance metrics.

Knowledge, Skills, and Abilities

  • Commitment to demonstrating company core values.

  • Exceptional written and verbal communication skills.

  • Strong active listening skills with the ability to understand advisor needs and deliver effective solutions.

  • Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.

  • Strong analytical and problem-solving abilities.

  • Ability to collaborate across departments and coordinate efforts among multiple stakeholders.

  • High level of attention to detail and commitment to accuracy.

  • Experience reviewing, validating, and managing large data sets.

  • Understanding of broker-dealer and RIA business processes and operational workflows.

Experience and Education

Experience:

  • 3-5 years of experience in Financial Services, Wealth Management, or a related industry.

  • Experience working with wealth reporting, CRM, or advisor technology platforms.

  • Experience supporting platforms such as Pershing, Schwab, Fidelity, or similar custodial and wealth management systems.

  • Hands-on experience with Black Diamond or a comparable portfolio reporting platform is required.

Education:

Four-year college or university program certificate in Business, Finance or related field; or equivalent combination of education and experience.

Licensing:

None

Physical Requirements

Office Position

Travel

10%

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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