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Financial Advising Assistant Jobs in Iowa (NOW HIRING)

Lynn University

$37K - $48K/yr

Advise students and/or parents on financial aid package and OFA-related processes * Counselor ... Graduated/withdrawal worksheets * Assist with the student check-in process (new and continuing ...

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Financial Advising Assistant information

What is a financial advising assistant?

Financial Advising Assistants are professionals who support financial advisors in managing client accounts, preparing reports, conducting research, and handling administrative tasks. They play a key role in ensuring that the financial advisor's operations run smoothly by scheduling appointments, maintaining records, and communicating with clients. Their work allows financial advisors to focus more on providing direct financial planning and investment advice. Financial Advising Assistants may also help prepare materials for client meetings and ensure compliance with regulations. They typically work in banks, investment firms, or financial planning companies.

What does a financial advising assistant do?

A Financial Advising Assistant typically handles a variety of administrative and client-support tasks, such as preparing financial reports, scheduling meetings, updating client records, and assisting with compliance documentation. They often serve as the first point of contact for clients, helping to address routine inquiries and ensuring smooth communication between clients and advisors. Additionally, they may assist with research on investment products or financial planning strategies, providing valuable support that allows advisors to focus on more complex client needs.

What are the key skills and qualifications needed to thrive as a financial advising assistant?

To thrive as a Financial Advising Assistant, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree or coursework. Proficiency with financial planning software, CRM systems, and Microsoft Excel is typically required, and certifications like the Series 65 or 66 can be advantageous. Excellent organization, communication, and client service skills help you stand out in supporting advisors and building client relationships. These skills ensure accurate financial data management, efficient workflow, and positive client experiences essential for a successful advisory practice.

What is the difference between Financial Advising Assistant vs Financial Planner?

AspectFinancial Advising AssistantFinancial Planner
CredentialsTypically requires a high school diploma or associate degree; certifications like FINRA Series 6 or 7 are commonRequires a bachelor's degree; certifications such as CFP (Certified Financial Planner) are often necessary
Work EnvironmentSupports financial advisors in client meetings, research, and administrative tasksWorks directly with clients to develop financial plans and investment strategies
Employer & Industry UsageFound in banks, financial firms, and advisory practicesEmployed by financial advisory firms, banks, and independent practices

The Financial Advising Assistant primarily supports financial advisors with administrative and research tasks, often requiring less formal certification. In contrast, a Financial Planner works directly with clients to create comprehensive financial plans, usually holding advanced certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities and qualifications.

What cities in Iowa are hiring for Financial Advising Assistant jobs?

Cities in Iowa with the most Financial Advising Assistant job openings:

Financial Advising Assistant jobs near you
Infographic showing various Financial Advising Assistant 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.

Assistant General Manager - 1293

Premium Velocity Auto LLC

Clive, IA • On-site

Full-time

Medical, Dental, Vision, Life

Re-posted 22 days ago

Job description

Premium Velocity Auto (PVA) / Jiffy Lube Is Hiring for an Assistant General Manager!
Jump-start your career with an industry leader!
Are you ready to shift your career into high gear? Whether you're coming from automotive, retail, hospitality, or fast food - if you're a hands-on leader who thrives in a fast-paced environment, Premium Velocity Auto (PVA) / Jiffy Lube wants YOU on our team!
We're looking for a High-Energy Assistant General Manager (AGM) to support daily operations, drive sales results, and lead a team committed to delivering exceptional guest experiences. If you love coaching people, solving problems, and building a winning store culture, you'll feel right at home with us.
What You'll Do (Your Impact Matters!)
As an Assistant General Manager, you'll be the heartbeat of store operations - supporting your General Manager, boosting performance, and ensuring every guest leaves happy.
Your key responsibilities include:
  • Opening/closing the store & maintaining a clean, safe, operationally excellent environment
  • Overseeing cash handling and POS procedures
  • Helping manage inventory ordering, receiving, and tracking
  • Recruiting, onboarding, coaching, and scheduling team members
  • Leading by example using J Team Service Standards while performing lube services
  • Creating a positive guest experience & resolving concerns with professionalism
  • Ensuring Environmental, Health & Safety compliance
  • Taking full ownership of operations when the GM is away

Requirements (What You Bring)
  • Valid driver's license
  • At least 1 year of retail management experience (Automotive, Fast Food, Retail, etc.)
  • Basic math skills (addition, subtraction, percentages)
  • Clear communication skills (written & verbal)
  • Ability to confidently use computers, internet tools, and complete required forms
  • Physical ability to stand for long periods, lift 50+ lbs., bend, reach, climb, etc.
  • Comfortable working in enclosed or semi-outdoor environments
  • Authorized to work in the U.S. (no sponsorship available)

Preferred Qualifications
  • Strong customer service mindset
  • Dependable, detail-oriented, and professional
  • Proven leadership & team development skills
  • Dedicated to safety
  • Growth-oriented with a willingness to train and learn
  • Strong multitasking ability in a busy, fast-moving environment

Benefits & Perks (We Take Care of Our Team!)
For Full-Time Employees:
  • Employer/employee funded medical, dental, vision, and prescription coverage
  • Company-funded basic life & AD&D
  • Optional plans: life, AD&D, accident, disability, critical illness, hospital indemnity
  • Flexible Spending Accounts (FSA) & Dependent Care FSA
  • JLU training completion bonuses
  • Monthly performance-based bonus potential (earn up to $750/month!)
  • Structured career paths with real advancement opportunities

Plus More Awesome Perks:
  • Bonus program for developing your team
  • Legal/financial advising, travel assistance, employee discounts, and a members-only discount center
  • Discounts on parts and services
  • Employee Assistance Program (EAP), will preparation, and more

Equal Opportunity Employer
Jiffy Lube - Premium Velocity Auto provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

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