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Financial Associate Jobs in Iowa (NOW HIRING)

NCMIC

Finance Contract Associate

Clive, IA · On-site

Backup Support & Efficiency- Serve as backup for other Finance Contract Associates as needed to ... Experience: 2 or more years work experience in financial services lease company or commercial bank.

NCMIC

Finance Contract Associate

Clive, IA · On-site

Backup Support & Efficiency- Serve as backup for other Finance Contract Associates as needed to ... Experience: 2 or more years work experience in financial services lease company or commercial bank.

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Financial Associate information

See Iowa salary details

$28.6K

$66.1K

$129.6K

How much do financial associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for financial associate in Iowa is $66,097.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $72,300.00 per year, depending on experience, location, and employer.

What does a Financial Associate do?

A Financial Associate assists with a range of financial tasks, including preparing financial reports, analyzing data, supporting budgeting processes, and helping manage investments or client portfolios. They often work under the supervision of senior financial professionals and may interact with clients to provide information or support. Financial Associates play a key role in ensuring the accuracy of financial records and supporting the strategic goals of their organization.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
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What are popular job titles related to Financial Associate jobs in Iowa? For Financial Associate jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Iowa look for? The top searched job categories for Financial Associate jobs in Iowa are:
What cities in Iowa are hiring for Financial Associate jobs? Cities in Iowa with the most Financial Associate job openings:
Financial Associate jobs near you
Finance Contract Associate

Finance Contract Associate

NCMIC

Clive, IA • On-site

Full-time

Posted 3 days ago

Job description

To support the department with the front end financing process until  finance agreement is booked. Ensures data and other information is accurate from application to booking of the contract.  Interacts with others in the department, vendors and customers as necessary to facilitate efficient processes.

Essential Functions:

Documentation, Processing & Compliance - Review and input of new loan application requests, verify licenses and conduct corporation searches to validate validity of applicants. Prepare and follow up on loan documents to ensure prompt return of all required items, and ensure all documentation complies with internal policies and regulatory requirements and perform due diligence checks.

 

Funding & Transaction Management - Monitor deal progress, identify bottlenecks, and proactively address issues, coordinate with internal teams to ensure timely loan funding via ACH, wire transfer and manual checks. Follow up in product delivery and final verbal verifications necessary for fundings and maintain transaction records in relevant systems and ensure data integrity.

Customer Service & Communication - Handle incoming calls for front end finance process to ensure customer understanding of finance contract requirements. Respond to inquiries, provide accurate, timely support while maintaining strong communication with customers, vendors and brokers throughout the loan cycle.

 

Backup Support & Efficiency– Serve as backup for other Finance Contract Associates as needed to maintain continuity during absences and heavy volume times. Collaborate to streamline workflow efficiency, accelerate performance and emphasize teamwork to refine operational flow.

Requirements:

 Education:   High School diploma, some college preferred. Loan or lease documentation training/knowledge helpful.

Experience:  2 or more years work experience in financial services lease company or commercial bank. Prefer specific work experience in loan and lease documentation.

Skills:  Excellent verbal and written communication skills, sales and customer service skills, ability to take initiative and work in a team environment. Ability to adhere to established policies and procedures and promote other NCMIC Group, Inc. products and services. 

Mental Demands: Works with little need for guidance or reliance on oral or written instructions, performs a wide range of tasks as dictated by business demands and changing conditions. Able to interpret data and problem solve with limited or incomplete information. Must focus on a task for extended periods of time as well as ability to multitask. Must be able to relate to and work with a variety of other employees and customers.  Ability to plan, organize and meet deadlines while maintaining a high accuracy rate.

Physical Demands: Continuous sitting for extended periods of time, some standing, walking, bending and reaching. Frequent use of fingers and hands to manipulate office equipment, including computer, telephone and copier.   

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