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Fidelity Financial Advisor Jobs in Iowa (NOW HIRING)

Cambridge

Operations Support Consultant

Fairfield, IA · On-site

Working knowledge of Schwab, Fidelity, Vanguard, or other third-party asset managers and custodians ... These advisors offer personalized investment services including wealth management, financial ...

Integritymarketing

Investment Trader

Urbandale, IA · On-site

... and financial software. Executing transactions for Integrity's Wealth Solutions lineup and ... Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio ...

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All JobsFidelity Financial Advisor JobsFidelity Financial Advisor Jobs in Iowa

Fidelity Financial Advisor information

See Iowa salary details

$33.8K

$95.9K

$135.3K

How much do fidelity financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for fidelity 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 a Fidelity Financial Advisor?

A Fidelity Financial Advisor helps clients manage their investments, plan for retirement, and achieve financial goals. They provide personalized financial guidance, recommend investment strategies, and ensure clients understand their options. Advisors work within Fidelity’s framework, leveraging its resources and technology to deliver tailored financial solutions. The role requires strong relationship-building skills and a deep understanding of financial markets.

What does a Fidelity Financial Advisor do?

A typical day for a Fidelity Financial Advisor involves meeting with clients to assess their financial goals, reviewing and updating portfolio strategies, and conducting market research to recommend suitable investment options. Advisors also spend time preparing detailed financial plans, following up on client inquiries, and staying current on regulatory and market developments. The role requires close collaboration with internal partners such as relationship managers, client service teams, and investment specialists to deliver comprehensive financial solutions. This collaborative and client-focused environment ensures advisors can provide personalized advice and maintain strong, ongoing client relationships.

What skills and qualifications are needed to thrive as a Fidelity Financial Advisor?

To thrive as a Fidelity Financial Advisor, you need a solid understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and relevant securities licenses (such as Series 7 and 66). Familiarity with financial planning software, CRM systems, and market analysis tools is crucial for day-to-day operations. Strong interpersonal skills, active listening, and the ability to build trust are key soft skills that differentiate top advisors. These qualifications enable you to effectively guide clients toward their financial goals while upholding industry standards and fostering long-term client relationships.

Does Fidelity employ financial advisors?

Yes, Fidelity employs financial advisors who provide investment guidance, financial planning, and wealth management services to clients. These advisors typically hold relevant certifications such as the Series 7 and Series 66 licenses and work in a client-facing environment. They may work full-time, part-time, or in a remote capacity depending on the role.

Is being a Fidelity Financial Advisor a good job?

Fidelity Financial Advisor is a professional role that involves providing investment advice and financial planning services to clients, often requiring certifications such as the Series 7 and Series 66. The job typically offers competitive compensation, performance-based bonuses, and opportunities for career advancement, but also involves meeting sales targets and maintaining client relationships. Overall, it can be a rewarding career for those with strong interpersonal skills and financial knowledge.

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

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

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

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

Fidelity Financial Advisor jobs near you
Infographic showing various Fidelity Financial Advisor job openings in Iowa as of August 2026, with employment types broken down into 2% As Needed, 82% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $95,931 per year, or $46.1 per hour.

Operations Support Consultant

Cambridge Investment Research, Inc.

Fairfield, IA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

The Operations Support Consultant serves as a subject matter expert for complex operations matters, providing guidance and solutions that support financial professionals, clients, and internal business partners. This role is responsible for researching and resolving nuanced accounts, money movement, and client service issues while balancing risk management, operational controls, and an exceptional service experience.

The ideal candidate possesses deep investment operations knowledge, strong analytical skills, and the ability to navigate complex scenarios involving account registrations, trading activity, money movement, fraud investigations, and operational error resolution.

  • Research, analyze, and resolve complex operational issues involving brokerage accounts, advisory accounts, retirement plans, trusts, corporations, LLCs, partnerships, and other entity account types.

  • Interpret legal and account documentation to determine authorized parties, account restrictions, and permissible account activity.

  • Evaluate money movement requests and transactions while balancing risk mitigation, fraud prevention, regulatory requirements, and client service expectations.

  • Serve as a resource for operational inquiries involving securities, trading activity, account maintenance, and transaction processing.

  • Conduct independent research to address complex issues involving securities-based lending, margin activity, trading violations, cost basis, security lots, and tax-related transaction impacts.

  • Partner with direct sponsor companies to correct account and processing errors such as share class discrepancies, annuity rider issues, and account servicing concerns.

  • Identify process gaps across teams and workflows, collaborating with business partners to improve operational efficiency and client outcomes.

  • Assist with client fraud investigations, recovery efforts, and escalated service situations while maintaining appropriate controls and documentation.


What We Are Looking For

  • 5+ years of experience in financial services operations, brokerage operations, investment operations, trading support, or a related field.

  • Working knowledge of Schwab, Fidelity, Vanguard, or other third-party asset managers and custodians.

  • Experience working with major clearing firms such as National Financial Services (NFS), Pershing, or similar organizations.

  • Experience supporting entity accounts, including trusts, corporations, LLCs, partnerships, and other complex registrations.

  • Strong understanding of money movement processes, operational risk management, and transaction review procedures.

Location: Phoenix, AZ, or Fairfield, IA - Hybrid in-office 3 days/week

Compensation: $24.00- $29.00


Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Eleven paid holidays

You can find more details about our comprehensive benefits packagehere.


Cambridge Overview:

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.

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