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Entry Level Financial Advisor Jobs in Iowa (NOW HIRING)

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Entry Level Financial Advisor information

See Iowa salary details

$33.8K

$95.9K

$135.3K

How much do entry level financial advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for entry level financial advisor in Iowa is $95,931.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $123,000.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

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

The most popular types of Financial Advisor jobs in Iowa are:

What are popular job titles related to Entry Level Financial Advisor jobs in Iowa?

For Entry Level Financial Advisor jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Iowa look for?

The top searched job categories for Entry Level Financial Advisor jobs in Iowa are:

What cities in Iowa are hiring for Entry Level Financial Advisor jobs?

Cities in Iowa with the most Entry Level Financial Advisor job openings:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Iowa as of August 2026, with employment types broken down into 100% Full Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $95,931 per year, or $46.1 per hour.

Entry-Level Financial Advisor

New York Life Iowa General Office

Cedar Rapids, IA • On-site

Full-time

Medical, Dental, Vision

Re-posted 7 days ago

Job description

Description
Join New York Life, a company that stands tall with a legacy of excellence in the insurance industry. As an Entry-Level Financial Advisor, you'll be part of a team that values your unique contributions and empowers you to grow your career. We're committed to fostering a collaborative work environment where diversity and inclusion thrive. Here, you'll engage in innovative projects and benefit from competitive pay, flexible work arrangements, and opportunities for advancement.
In this role, you'll provide financial advice that helps clients achieve their goals. You'll be supported by a network of experienced professionals, receive comprehensive training, and have access to resources that ensure your success. Our agents and their families enjoy robust benefits, including medical, dental, and vision coverage. At New York Life, we believe in investing in our people because when you succeed, we all succeed. Join us and be part of a forward-thinking company where your career can flourish.
Responsibilities
• Provide personalized financial advice to clients, helping them achieve their financial goals.
• Develop and maintain long-term relationships with clients, ensuring trust and satisfaction.
• Conduct thorough financial assessments to tailor solutions that meet individual client needs.
• Stay informed about industry trends and regulatory changes to offer up-to-date advice.
• Collaborate with team members to share insights and strategies for client success.
• Participate in ongoing training and professional development to enhance your skills.
• Utilize company resources and tools to streamline client interactions and improve service delivery.
Qualifications
• Experience in providing personalized financial advice to clients, ensuring their financial goals are met.
• Ability to develop and maintain long-term relationships with clients, fostering trust and satisfaction.
• Proven track record of conducting thorough financial assessments to tailor solutions for individual client needs.
• Knowledge of industry trends and regulatory changes to offer up-to-date advice.
• Strong collaboration skills to work effectively with team members and share insights for client success.
• Commitment to ongoing training and professional development to enhance your skills.
• Proficiency in utilizing company resources and tools to streamline client interactions and improve service delivery.

Apply