Financial Consultant
Marion, IA · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Marion, IA · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Marion, IA · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Carter Lake, IA · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
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Carter Lake, IA · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Underwood, IA · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
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Underwood, IA · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Des Moines, IA · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Des Moines, IA · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Partner with Business Support Leaders in development of the unit's operating and financial strategies * Assist in development of the business supports financial models to forecast operating results ...
Partner with Business Support Leaders in development of the unit's operating and financial strategies * Assist in development of the business supports financial models to forecast operating results ...
Partner with Business Support Leaders in development of the unit's operating and financial strategies * Assist in development of the business supports financial models to forecast operating results ...
Partner with Business Support Leaders in development of the unit's operating and financial strategies * Assist in development of the business supports financial models to forecast operating results ...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union ...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union ...
Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified ...
Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified ...
Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified ...
Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified ...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union ...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union ...
Des Moines, IA · On-site
$55K - $85K/yr
Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial ...
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Des Moines, IA · On-site
$55K - $85K/yr
Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial ...
$165K/yr
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make ...
$165K/yr
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make ...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union ...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union ...
Cedar Rapids, IA · On-site
$40 - $45/hr
... Assist with IFRS and capital reporting activities Partner with Finance, Accounting, Actuarial, and Business teams to validate and interpret financial results Communicate financial insights and ...
Cedar Rapids, IA · On-site
$40 - $45/hr
... Assist with IFRS and capital reporting activities Partner with Finance, Accounting, Actuarial, and Business teams to validate and interpret financial results Communicate financial insights and ...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union ...
Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at DuTrac Credit Union ...
$37K - $48K/yr
Call students that are missing information or documents to expedite processing of their financial aid * Assist in special projects as requested by OFA leadership * Assist in completion of other ...
$37K - $48K/yr
Call students that are missing information or documents to expedite processing of their financial aid * Assist in special projects as requested by OFA leadership * Assist in completion of other ...
Grimes, IA · On-site
$75K - $85K/yr
We are looking for a detail-oriented Financial Analyst to join a successful financial services team in Grimes, Iowa with a company culture that is SECOND TO NONE! This position focuses on evaluating ...
New
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Grimes, IA · On-site
$75K - $85K/yr
We are looking for a detail-oriented Financial Analyst to join a successful financial services team in Grimes, Iowa with a company culture that is SECOND TO NONE! This position focuses on evaluating ...
New
Peosta, IA · On-site
$18.06/hr
Posting Details Position Information Position Title Student Services Assistant - Financial Aid Posting Number S00560 Full-Time/Part-Time Full Time Work Schedule Salary $18.06/hour Pay Grade: 5 Campus ...
Peosta, IA · On-site
$18.06/hr
Posting Details Position Information Position Title Student Services Assistant - Financial Aid Posting Number S00560 Full-Time/Part-Time Full Time Work Schedule Salary $18.06/hour Pay Grade: 5 Campus ...
Planning Support: Assist in the preparation of annual plans and updated forecasts as required * Reporting: Prepare weekly, monthly, and ad hoc financial reports to support operational and financial ...
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Planning Support: Assist in the preparation of annual plans and updated forecasts as required * Reporting: Prepare weekly, monthly, and ad hoc financial reports to support operational and financial ...
Cedar Rapids, IA · On-site
$63K - $82K/yr
Planning Support: Assist in the preparation of annual plans and updated forecasts as required * Reporting: Prepare weekly, monthly, and ad hoc financial reports to support operational and financial ...
Cedar Rapids, IA · On-site
$63K - $82K/yr
Planning Support: Assist in the preparation of annual plans and updated forecasts as required * Reporting: Prepare weekly, monthly, and ad hoc financial reports to support operational and financial ...
$9.93 - $12.46
1% of jobs
$12.46 - $14.98
8% of jobs
$16.91 is the 25th percentile. Wages below this are outliers.
$14.98 - $17.51
22% of jobs
The median wage is $19.63 / hr.
$17.51 - $20.03
24% of jobs
$20.03 - $22.56
16% of jobs
$23.56 is the 75th percentile. Wages above this are outliers.
$22.56 - $25.08
13% of jobs
$25.08 - $27.61
10% of jobs
$27.61 - $30.13
5% of jobs
$30.13 - $32.66
2% of jobs
$32.66 - $35.18
0% of jobs
$35.18 - $37.71
0% of jobs
$9
$21
$37
A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.
| Aspect | Financial Assistant | Bookkeeper |
|---|---|---|
| Credentials | May require basic finance or accounting certifications | Often requires basic bookkeeping certifications or experience |
| Work Environment | Supports finance teams, works in offices or remotely | Handles daily transaction recording, often in small business settings |
| Employer & Industry Usage | Used across various industries, supporting finance departments | Common in small to medium businesses, accounting firms |
| Primary Responsibilities | Assists with financial reports, data entry, and administrative tasks | Maintains financial records, processes invoices, reconciles accounts |
While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.

Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 10 days ago
Financial Consultant | WealthBridge
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.
Requirements
Benefits