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Executive Financial Advisor Jobs in Iowa (NOW HIRING)

Gecko Hospitality

Chief Financial Officer

Dubuque, IA

$200K - $220K/yr

Reporting directly to the President & CEO, the VP/CFO will serve as a strategic advisor to executive leadership and the Board of Directors, overseeing enterprise-wide financial operations, capital ...

Osaic

Sr. Financial Planning Strategist

Des Moines, IA · On-site

$140K - $160K/yr

Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Remoteapplicants may ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

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All JobsFinancial Advisor JobsExecutive Financial Advisor JobsExecutive Financial Advisor Jobs in Iowa

Executive Financial Advisor information

See Iowa salary details

$33.8K

$95.9K

$135.3K

How much do executive financial advisor jobs pay per year?

As of Aug 30, 2026, the average yearly pay for executive 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 is an executive financial advisor?

An Executive Financial Advisor is a professional who provides financial planning, investment management, and strategic advice to high-level executives and business leaders. Their role often involves helping clients maximize their wealth, manage complex compensation packages, plan for retirement, and minimize tax liabilities. They may also offer guidance on estate planning, risk management, and philanthropic strategies tailored to the unique needs of executives. Executive Financial Advisors typically have advanced knowledge of financial markets and regulations, and they work closely with their clients to achieve long-term financial goals.

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

To thrive as an Executive Financial Advisor, you need expertise in financial planning, investment management, and a deep understanding of tax and estate strategies, typically supported by a bachelor's degree in finance or a related field and advanced certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and compliance platforms is essential for effective client management. Excellent interpersonal skills, discretion, and strong analytical thinking set standout advisors apart, enabling them to build trust with high-net-worth clients. These skills and qualities are crucial for delivering comprehensive, tailored financial solutions and maintaining long-term client relationships.

What are some common challenges executive financial advisors face when managing high-net-worth client portfolios?

Executive Financial Advisors often work with clients who have complex financial needs, such as diversified investments, tax optimization, and succession planning. One common challenge is staying updated on market trends and regulatory changes to provide sound advice that aligns with clients' long-term goals. Additionally, balancing personalized service with the demands of a larger client base can require strong organizational and communication skills. Collaborating closely with tax professionals, estate planners, and investment analysts is also crucial to deliver comprehensive solutions to clients.

What is the difference between Executive Financial Advisor vs Financial Planner?

AspectExecutive Financial AdvisorFinancial Planner
CertificationsCFP, CFA, Series 7/66, and other advanced credentialsCFP, ChFC, or similar certifications
Work EnvironmentTypically works with high-net-worth clients and corporate executivesServes a broad client base, including individuals and families
Employer & Industry UsageFinancial advisory firms, private banks, or wealth management divisionsIndependent or firm-based financial planning services
Search & Comparison IntentHigh-level financial strategy, wealth management, executive planningComprehensive personal financial planning, retirement, and investment advice

Executive Financial Advisors focus on high-net-worth clients and corporate executives, providing advanced wealth management and strategic financial planning. Financial Planners serve a broader audience, offering comprehensive financial advice for various life stages. While both roles require similar certifications, Executive Financial Advisors typically work in more specialized, high-end environments.

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 Executive Financial Advisor jobs in Iowa?

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

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

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

What cities in Iowa are hiring for Executive Financial Advisor jobs?

Cities in Iowa with the most Executive Financial Advisor job openings:

Executive Financial Advisor jobs near you

Chief Financial Officer

Gecko Hospitality

Dubuque, IA

$200K - $220K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

Job description

CHIEF FINANCIAL OFFICER (CFO/VP)


Location: Dubuque, IA

Salary: $200,000–$220,000 DOE

Bonus: Up to 25% Annual Performance Bonus

Benefits: Comprehensive medical, dental, and vision insurance, 401(k), paid time off, executive-level benefits package, and $10,000 relocation assistance.


Seeking an accomplished Vice President / Chief Financial Officer (VP/CFO) to join an executive leadership team at a premier gaming and hospitality organization. This is a rare opportunity to help shape the financial strategy of a diversified enterprise that includes a casino resort, luxury hotel, and entertainment venue while making a meaningful impact on the surrounding community.

Reporting directly to the President & CEO, the VP/CFO will serve as a strategic advisor to executive leadership and the Board of Directors, overseeing enterprise-wide financial operations, capital planning, forecasting, regulatory compliance, and long-term business strategy. The ideal candidate combines executive-level financial leadership with a collaborative leadership style and the ability to drive operational excellence across multiple business units.


Key Responsibilities

  • Serve as the senior financial leader and strategic business partner to the CEO and Board of Directors
  • Lead enterprise-wide budgeting, forecasting, financial planning, and long-range capital strategy
  • Oversee accounting, treasury, financial reporting, internal controls, and cash management
  • Provide financial modeling and performance analysis to support executive decision-making
  • Direct annual operating budgets and multi-year capital planning initiatives
  • Ensure compliance with all regulatory, audit, tax, and financial reporting requirements
  • Manage banking relationships, financing, insurance programs, and enterprise risk management
  • Partner with operational leadership to improve profitability and optimize financial performance
  • Lead and develop a high-performing finance, accounting, and technology support team
  • Drive continuous improvement of financial systems, reporting processes, and organizational performance


Ideal Experience

  • Bachelor's degree in Accounting, Finance, or a related field required
  • CPA and/or MBA strongly preferred
  • 10+ years of progressive financial leadership experience, including 5+ years in a CFO, Controller, or senior executive finance role
  • Experience overseeing complex, multi-entity financial operations
  • Gaming, hospitality, resort, casino, or multi-property experience strongly preferred
  • Proven success with strategic planning, capital projects, board reporting, and executive leadership
  • Strong knowledge of financial reporting, budgeting, forecasting, internal controls, and regulatory compliance
  • Demonstrated ability to build, mentor, and lead high-performing teams
  • Excellent communication, analytical, and executive presentation skills


To be considered, please submit your resume to: sydneyc@geckohospitality.com