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Entry Level Financial Advisor Jobs in Iowa (NOW HIRING)

Palmer Group

Annuities Specialist

West Des Moines, IA · Hybrid

$20 - $24/hr

Answer incoming calls from clients, financial advisors, and insurance agents with questions about ... From entry-level positions to professional and executive-level openings, we work with companies of ...

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Entry Level Financial Advisor information

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$33.8K

$95.9K

$135.3K

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

As of Aug 21, 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 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.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

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, Life

Re-posted 12 days ago

Job description

Description
Join us at New York Life Iowa General Office as an Entry-Level Financial Advisor and start building a fulfilling career in the insurance industry. With our supportive team, you'll have the chance to grow and excel while helping clients achieve their financial goals. You'll engage in comprehensive planning services, covering areas like risk management, estate planning, and investment options. This role is perfect for someone driven to deliver excellent client service and eager to develop expertise in a variety of financial planning areas.
At New York Life, we're committed to fostering career growth and providing a competitive compensation package. Our full-time agents and their dependents receive immediate access to medical, dental, and vision benefits, along with long-term disability and group term life insurance. We pride ourselves on being a respected leader in the financial industry, known for our strength and reliability. If you're ready to make a meaningful impact and embark on a promising career path, we invite you to apply today and join our team!
Responsibilities
• Develop personalized financial plans for clients, focusing on their unique needs and goals.
• Engage with clients regularly to review their financial progress and adjust plans as necessary.
• Educate clients on various insurance and investment options to empower informed decision-making.
• Collaborate with team members to enhance service delivery and client satisfaction.
• Stay updated on industry trends and regulatory changes to provide the best advice.
• Participate in ongoing training and development programs to expand your expertise.
• Build and maintain strong client relationships through excellent communication and trust-building efforts.
Qualifications
• Experience in customer service or sales is a plus, but not required.
• Ability to communicate complex financial concepts in a clear and relatable manner.
• Proven track record of building strong, trust-based relationships with clients.
• Eagerness to learn and adapt in a dynamic industry environment.
• Strong organizational skills to manage multiple client accounts effectively.
• Ability to work collaboratively within a team to achieve common goals.
• Proficiency in using digital tools and platforms for client management and communication is beneficial.

Apply