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Financial Associate Jobs in Panora, IA (NOW HIRING)

H&R Block

Tax Associate

Perry, IA · On-site

$56K - $75K/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 ...

H&R Block

Tax Associate

Jefferson, IA · On-site

$55K - $73K/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 ...

H&R Block

Bookkeeper - Franchise Location

Adel, IA · On-site

Post financial transactions into subsidiary books and general ledgers * Reconcile and balance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Campbell Street

Nurse (RN/LPN) 6p-6a

Adel, IA · On-site

Whether you're looking for great insurance options, financial security, or educational support, we ... Associate's degree in Nursing (ADN) required; Bachelor's degree in Nursing (BSN) preferred.

Campbell Street

Registered Nurse

Guthrie Center, IA · On-site

Whether you're looking for great insurance options, financial security, or educational support, we ... Education: * Associate's degree in Nursing (ADN) required. * Graduation from an accredited ...

Campbell Street

Registered Nurse

Jefferson, IA · On-site

Whether you're looking for great insurance options, financial security, or educational support, we ... Associate's degree in Nursing (ADN) required; Bachelor's degree in Nursing (BSN) preferred.

104th Street Family Dental

Dentist

Adair, IA · On-site

$1.0K/day

... financial pressure or corporate rules? That's exactly what we're doing in Urbandale. We're Dr. Tom ... Why This Opportunity Is Different This isn't another associate job. It's a chance to build a brand ...

104th Street Family Dental

Dentist

Adair, IA · On-site

$1.0K/day

... financial pressure or corporate rules? That's exactly what we're doing in Urbandale. We're Dr. Tom ... Why This Opportunity Is Different This isn't another associate job. It's a chance to build a brand ...

104th Street Family Dental

Dentist

Grand Junction, IA · On-site

$1.0K/day

... financial pressure or corporate rules? That's exactly what we're doing in Urbandale. We're Dr. Tom ... Why This Opportunity Is Different This isn't another associate job. It's a chance to build a brand ...

104th Street Family Dental

Dentist

Grand Junction, IA · On-site

$1.0K/day

... financial pressure or corporate rules? That's exactly what we're doing in Urbandale. We're Dr. Tom ... Why This Opportunity Is Different This isn't another associate job. It's a chance to build a brand ...

Velociti Services

Cleaner- Adair

IA · On-site

$14.50/hr

As a Cleaner at Velociti Services you will be part of our frontline associates that provide ... Velociti Services offers a comprehensive benefits package designed to support the health, financial ...

Jaybird Senior Living

Executive Director

Panora, IA · On-site

$70 - $100/hr

Monitor budgets, billing, rent collection, and expenses; prepare monthly and annual financial ... Associate's degree in Business Administration, Communications, or related field (or equivalent ...

Socket.dev

Executive Director

Panora, IA · On-site

$90 - $150/hr

Monitor budgets, billing, rent collection, and expenses; prepare monthly and annual financial ... Associate's degree in Business Administration, Communications, or related field (or equivalent ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Panora, IA

Financial Associate information

See Panora, IA salary details

$27.1K

$62.6K

$122.8K

How much do financial associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial associate in Panora, IA is $62,599.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $68,500.00 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?

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 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 cities near Panora, IA are hiring for Financial Associate jobs?

Cities near Panora, IA with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Panora, IA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $62,599 per year, or $30.1 per hour.

Tax Associate

H&R Block

Perry, IA • On-site

$56K - $75K/yr

Full-time

Posted 12 days ago

H&R Block rating

5.6

Company rating: 5.6 out of 10

Based on 290 frontline employees who took The Breakroom Quiz

146th of 151 rated financial services

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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What H&R Block employees say

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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