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Client Advisor Jobs in Iowa (NOW HIRING)

Waverly Advisors, LLC

Wealth Advisor

Waverly, IA

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... Our intense client focus is at the center of everything we do. We go far beyond just managing our ...

Northwestern Mutual

Financial Advisor

Waterloo, IA · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

West Des Moines, IA · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

West Des Moines, IA · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Cedar Rapids, IA · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Urbandale, IA · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Sioux City, IA · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Sioux City, IA · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Bettendorf, IA

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Sioux City, IA

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

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Client Advisor information

See Iowa salary details

$13

$29

$84

How much do client advisor jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for client advisor in Iowa is $29.34, according to ZipRecruiter salary data. Most workers in this role earn between $16.73 and $31.83 per hour, depending on experience, location, and employer.

What is a Client Advisor?

A Client Advisor is a professional who works closely with clients to understand their needs and provide tailored advice, products, or services. Typically found in industries like finance, retail, and luxury goods, Client Advisors act as the main point of contact between the company and its clients. Their responsibilities often include building strong relationships, offering personalized recommendations, and ensuring customer satisfaction. They may also handle account management, sales, and after-sales support to maximize client loyalty and business growth.

What are the key skills and qualifications needed to thrive as a Client Advisor, and why are they important?

To thrive as a Client Advisor, you need strong interpersonal skills, sales acumen, and a background in customer service or related fields, often supported by a relevant degree or experience. Familiarity with CRM software, point-of-sale systems, and sometimes luxury retail management certifications is typically required. Exceptional communication, active listening, and problem-solving abilities help build trust and deliver personalized service. These skills are essential for fostering lasting client relationships, driving sales, and ensuring customer satisfaction in a competitive environment.

How does a Client Advisor typically collaborate with other departments to ensure excellent client service?

Client Advisors often work closely with teams such as sales, product specialists, and customer service to provide comprehensive support to clients. They act as a bridge between the client and the company, ensuring that client needs and feedback are communicated effectively to relevant departments. Regular collaboration may involve joint meetings, shared project management tools, and coordinated follow-ups to resolve issues or customize solutions. This teamwork helps maintain a high level of client satisfaction and fosters a positive, service-oriented company culture.

What is the difference between Client Advisor vs Financial Consultant?

AspectClient AdvisorFinancial Consultant
Required CredentialsCertifications like CFP, Series 7, Series 63CFP, CFA, Series 7, Series 63
Work EnvironmentFinancial institutions, banks, wealth management firmsIndependent or firm-based, consulting firms, banks
Employer & Industry UsageUsed in banking and wealth management sectorsCommon in financial planning and investment advisory
Search & Comparison IntentClients seeking personalized financial adviceIndividuals or businesses seeking investment strategies

While both roles involve financial advice, Client Advisors typically work within banks or wealth management firms focusing on client relationships, whereas Financial Consultants often provide broader investment and financial planning services, sometimes independently. The choice depends on your specific financial needs and career interests.

What are popular job titles related to Client Advisor jobs in Iowa? For Client Advisor jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Client Advisor jobs in Iowa look for? The top searched job categories for Client Advisor jobs in Iowa are:
What are popular job titles related to Client Advisor jobs in IA? For Client Advisor jobs in IA, the most frequently searched job titles are:
Client Advisor jobs near you
Infographic showing various Client Advisor job openings in Iowa as of June 2026, with employment types broken down into 1% Internship, 87% Full Time, 9% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $61,026 per year, or $29.3 per hour.
Sales Executive - Commercial Lines

Sales Executive - Commercial Lines

World Insurance Associates, LLC.

West Des Moines, IA • On-site

Full-time

Retirement

Posted 2 days ago

World Insurance Associates rating

8.6

Company rating: 8.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

73rd of 260 rated insurance

Job description

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Commercial Lines Sales Executive (Client Advisor)
Position Overview
World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential.
Primary Responsibilities
  • Identify, prospect, and cultivate new business, with a focus on commercial accounts
  • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
  • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential
  • Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services. 

Qualifications
  • Must have proven experience with a range of insurance solutions to bring value to clients
  • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services)
  • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business
  • It is meaningful, but not mandatory, if you have:
    • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;
    • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and
    • Built and presented client “pitch decks” / presentations.

Compensation
As a World Insurance Client Advisor, your compensation is tied to your effort and your performance.  We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested.  The base salary range for this role is $60,000 to $200,000+.  The base salary depends on your experience and your ability to drive revenue.  Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range.
Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. 
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