ZipRecruiter

Log In

2

Entry Level Wealth Management Advisor Jobs in Iowa

Mariner

Associate Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

US Bank

Private Wealth Advisor

Cedar Rapids, IA

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

US Bank

Private Wealth Advisor

Des Moines, IA · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

Cambridge

Client Service Advisor

Fairfield, IA · On-site

Client Service Advisor WealthPlanners is seeking an experienced Client Service Advisor to join our ... What We Are Looking For * 2+ years of financial services, wealth management, or related client ...

Cambridge

Client Service Advisor

West Des Moines, IA · On-site

Client Service Advisor WealthPlanners is seeking an experienced Client Service Advisor to join our ... What We Are Looking For * 2+ years of financial services, wealth management, or related client ...

next page

Showing results 1-20

All JobsWealth Management Advisor JobsEntry Level Wealth Management Advisor JobsEntry Level Wealth Management Advisor Jobs in Iowa

Entry Level Wealth Management Advisor information

See Iowa salary details

$44.1K

$96.8K

$139.5K

How much do entry level wealth management advisor jobs pay per year?

As of Aug 14, 2026, the average yearly pay for entry level wealth management advisor in Iowa is $96,819.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,400.00 and $116,000.00 per year, depending on experience, location, and employer.

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

To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.

What does an entry level wealth management advisor do?

An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.

What is the difference between Entry Level Wealth Management Advisor vs Financial Planning Assistant?

AspectEntry Level Wealth Management AdvisorFinancial Planning Assistant
Required CredentialsSeries 7, Series 66/65, CFP (preferred but not always required)Typically no licensing required; may assist with CFP candidates
Work EnvironmentClient-facing, financial advisory firms, banksSupport role within financial planning teams, administrative setting
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, advisory teams, insurance companies

The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.

What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?

Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.

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

The most popular types of Wealth Management Advisor jobs in Iowa are:

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

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

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

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

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

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

Entry Level Wealth Management Advisor jobs near you
Infographic showing various Entry Level Wealth Management Advisor job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $96,819 per year, or $46.5 per hour.

Entry-Level Wealth Manager

Financial Architects Inc

Des Moines, IA • On-site

$39K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

Job description

Description
Financial Architects is growing quickly, and we're adding an Entry-Level Wealth Manager who is eager to have a long-term career in financial services. This is a client-facing role where you'll learn the fundamentals of wealth management and financial planning while developing the communication, analytical, and relationship-building skills needed to become a trusted advisor.
Important Location Note
We can only hire candidates who currently reside in Iowa. There are no territory restrictions-once licensed, you can serve clients anywhere in the U.S.
This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1-2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.
Benefits Include:
  • Medical, Dental, Vision
  • Flexible Spending Account (FSA)
  • Short & Long-Term Disability
  • Group Life and AD&D
  • 401(k) with up to 3% match
  • Pension Plan

Responsibilities
What You'll Do
• Build relationships with clients in your community and beyond
• Learn to assess financial needs and develop customized strategies
• Participate in ongoing training, mentorship, and coaching
• Expand a client base through networking, referrals, and community outreach
• Provide recommendations across financial products and planning solutions
• Create and update financial plans based on life stage and goals
• Stay organized, coachable, and committed to professional development
Qualifications
What We're Looking For
• Self-starter with strong work ethic and a desire to learn
• Comfortable talking to people and building long-term relationships
• Interested in a career with flexibility, growth, and meaningful impact
• Strong communication skills; analytical mindset is a plus
• Bachelor's degree in business, finance, or related field required
• Familiarity with Microsoft Office/Google Suite/CRM tools is helpful
• FINRA Series 7 & 63/66 is a plus (not required to apply)

Apply