Financial Consultant
Robins, 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 ...
Financial Consultant
Robins, 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 ...
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 ...
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 ...
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 ...
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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 ...
Tax Associate
Marion, IA · On-site
$58K - $77K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Marion, IA · On-site
$58K - $77K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Anamosa, IA · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Anamosa, IA · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Maquoketa, IA · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Maquoketa, IA · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Manchester, IA · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Manchester, IA · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Front End Service Team Associate
Manchester, IA · On-site
$15 - $28/hr
... associates are focused on compliance and customer service. They smile, greet and thank customers ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Front End Service Team Associate
Manchester, IA · On-site
$15 - $28/hr
... associates are focused on compliance and customer service. They smile, greet and thank customers ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Stocking Team Associate
Anamosa, IA · On-site
$15 - $28/hr
Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Stocking Team Associate
Anamosa, IA · On-site
$15 - $28/hr
Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Stocking Team Associate
Maquoketa, IA · On-site
$15 - $28/hr
Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Stocking Team Associate
Maquoketa, IA · On-site
$15 - $28/hr
Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Pharmacy Sales Associate
Marion, IA · On-site
$15 - $28/hr
... associates focus on the needs of our customers as they entrust us with their prescriptions and ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Pharmacy Sales Associate
Marion, IA · On-site
$15 - $28/hr
... associates focus on the needs of our customers as they entrust us with their prescriptions and ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Janitorial Associate
Manchester, IA · On-site
$15 - $28/hr
... associates ensure customers have a great first and last impression of our stores. They look after ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Janitorial Associate
Manchester, IA · On-site
$15 - $28/hr
... associates ensure customers have a great first and last impression of our stores. They look after ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Seasonal Team Associate
Manchester, IA · On-site
$15 - $28/hr
Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
Seasonal Team Associate
Manchester, IA · On-site
$15 - $28/hr
Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
Checkout Team Associate
Marion, IA · On-site
$15 - $28/hr
... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Checkout Team Associate
Marion, IA · On-site
$15 - $28/hr
... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Checkout Team Associate
Manchester, IA · On-site
$15 - $28/hr
... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Checkout Team Associate
Manchester, IA · On-site
$15 - $28/hr
... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Checkout Team Associate
Anamosa, IA · On-site
$15 - $28/hr
... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Checkout Team Associate
Anamosa, IA · On-site
$15 - $28/hr
... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Entertainment Team Associate
Manchester, IA · On-site
$15 - $28/hr
... associates greet customers on the salesfloor and offer them assistance. They are tech savvy and ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Entertainment Team Associate
Manchester, IA · On-site
$15 - $28/hr
... associates greet customers on the salesfloor and offer them assistance. They are tech savvy and ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Food/Consumables Team Associate
Manchester, IA · On-site
$15 - $28/hr
Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
Food/Consumables Team Associate
Manchester, IA · On-site
$15 - $28/hr
Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
Food/Consumables Team Associate
Maquoketa, IA · On-site
$15 - $28/hr
Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
Food/Consumables Team Associate
Maquoketa, IA · On-site
$15 - $28/hr
Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...
Online Order Filling Team Associate
Manchester, IA · On-site
$15 - $28/hr
... associates have one focus: to fill and dispense online orders. They locate, prepare, and package ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Online Order Filling Team Associate
Manchester, IA · On-site
$15 - $28/hr
... associates have one focus: to fill and dispense online orders. They locate, prepare, and package ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Financial Associate information
See Monticello, IA salary details
$29.2K - $38.6K
10% of jobs
$46.5K is the 25th percentile. Wages below this are outliers.
$38.6K - $47.9K
18% of jobs
The median wage is $56.1K / yr.
$47.9K - $57.3K
26% of jobs
$57.3K - $66.6K
19% of jobs
$69K is the 75th percentile. Wages above this are outliers.
$66.6K - $76K
11% of jobs
$76K - $85.3K
10% of jobs
$85.3K - $94.7K
3% of jobs
$94.7K - $104.1K
2% of jobs
$104.1K - $113.4K
1% of jobs
$113.4K - $122.8K
1% of jobs
$122.8K - $132.1K
0% of jobs
$29.2K
$67.4K
$132.1K
How much do financial associate jobs pay per year?
As of Sep 5, 2026, the average yearly pay for financial associate in Monticello, IA is $67,376.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,900.00 and $73,700.00 per year, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as a financial associate?
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 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.
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used 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 does a financial associate do?
A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.
What job categories do people searching Financial Associate jobs in Monticello, IA look for?
The top searched job categories for Financial Associate jobs in Monticello, IA are:
What cities near Monticello, IA are hiring for Financial Associate jobs?
Cities near Monticello, IA with the most Financial Associate job openings:
Other
Medical, Dental, Vision, Life, Retirement
This job post has expired today. Applications are no longer accepted.
Job description
Job Description
Job Description
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
- Bachelor's degree in finance, accounting, or a related field.
- Experience in financial consulting or a similar role is preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills to effectively connect with clients.
- Demonstrated ability to build and maintain client relationships.
- Licenses or certifications in financial planning are a plus.
Benefits
- Top-tier health coverage including medical, dental, and vision plans for you and your dependents
- 401(k) retirement plan with company match to help you build long-term security
- Life and disability insurance for added peace of mind
- Employee wellness programs and mental health resources
- Career growth opportunities and ongoing training support
About WealthBridge Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US