The Investment Client Strategy Associate supports the strategic growth and development of the ... Bachelor's degree in Finance, Business, Economics, or a related field. * Series 7, 65 and/or 66 ...
The Investment Client Strategy Associate supports the strategic growth and development of the ... Bachelor's degree in Finance, Business, Economics, or a related field. * Series 7, 65 and/or 66 ...
The Investment Client Strategy Associate supports the strategic growth and development of the ... Bachelor's degree in Finance, Business, Economics, or a related field. * Series 7, 65 and/or 66 ...
The Investment Client Strategy Associate supports the strategic growth and development of the ... Bachelor's degree in Finance, Business, Economics, or a related field. * Series 7, 65 and/or 66 ...
The Investment Client Strategy Associate supports the strategic growth and development of the ... Bachelor's degree in Finance, Business, Economics, or a related field.Series 7, 65 and/or 66 ...
Quick apply
The Investment Client Strategy Associate supports the strategic growth and development of the ... Bachelor's degree in Finance, Business, Economics, or a related field.Series 7, 65 and/or 66 ...
Tax Associate
Independence, 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 ...
Tax Associate
Independence, 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 ...
Tax Associate
Waterloo, IA · On-site
$57K - $76K/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
Waterloo, IA · On-site
$57K - $76K/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
Waterloo, IA · On-site
$54K - $72K/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
Waterloo, IA · On-site
$54K - $72K/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
Oelwein, 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 ...
Tax Associate
Oelwein, 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 ...
Tax Associate
Waterloo, IA · On-site
$57K - $76K/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
Waterloo, IA · On-site
$57K - $76K/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
Cedar Falls, IA · On-site
$54K - $72K/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
Cedar Falls, IA · On-site
$54K - $72K/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
Waverly, IA · On-site
$54K - $72K/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
Waverly, IA · On-site
$54K - $72K/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
Grundy Center, IA · On-site
$53K - $71K/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
Grundy Center, IA · On-site
$53K - $71K/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
Parkersburg, IA · On-site
$54K - $72K/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
Parkersburg, IA · On-site
$54K - $72K/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 ...
Relationship Banker II (Ridgeway Branch)
Waterloo, IA · On-site
$18.25 - $24/hr
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... Refers customers to an internal team of experts when complex financial goals and needs are ...
Relationship Banker II (Ridgeway Branch)
Waterloo, IA · On-site
$18.25 - $24/hr
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... Refers customers to an internal team of experts when complex financial goals and needs are ...
Stocking Team Associate
Cedar Falls, 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
Cedar Falls, 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
Waterloo, 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
Waterloo, 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
Independence, 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
Independence, 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 ...
Mortgage Loan Officer - Iowa
Cedar Falls, IA · On-site
$20K - $100K/yr
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... Evaluates loan requests, analyze financial data, and determines qualification of collateral and ...
Mortgage Loan Officer - Iowa
Cedar Falls, IA · On-site
$20K - $100K/yr
At Regions, we believe associates deserve more than just a job. We believe in offering performance ... Evaluates loan requests, analyze financial data, and determines qualification of collateral and ...
Fashion Team Associate
Waterloo, IA · On-site
$15 - $28/hr
... Associate Benefits & perks At Walmart, we offer competitive pay as well as performance-based ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Fashion Team Associate
Waterloo, IA · On-site
$15 - $28/hr
... Associate Benefits & perks At Walmart, we offer competitive pay as well as performance-based ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Fashion Team Associate
Waverly, IA · On-site
$15 - $28/hr
... Associate Benefits & perks At Walmart, we offer competitive pay as well as performance-based ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Fashion Team Associate
Waverly, IA · On-site
$15 - $28/hr
... Associate Benefits & perks At Walmart, we offer competitive pay as well as performance-based ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Fashion Team Associate
Cedar Falls, IA · On-site
$15 - $28/hr
... Associate Benefits & perks At Walmart, we offer competitive pay as well as performance-based ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Fashion Team Associate
Cedar Falls, IA · On-site
$15 - $28/hr
... Associate Benefits & perks At Walmart, we offer competitive pay as well as performance-based ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Financial Associate information
See Waterloo, IA salary details
$30.1K - $39.7K
10% of jobs
$47.9K is the 25th percentile. Wages below this are outliers.
$39.7K - $49.3K
18% of jobs
The median wage is $57.8K / yr.
$49.3K - $59K
26% of jobs
$59K - $68.6K
19% of jobs
$71K is the 75th percentile. Wages above this are outliers.
$68.6K - $78.3K
11% of jobs
$78.3K - $87.9K
10% of jobs
$87.9K - $97.5K
3% of jobs
$97.5K - $107.2K
2% of jobs
$107.2K - $116.8K
1% of jobs
$116.8K - $126.4K
1% of jobs
$126.4K - $136.1K
0% of jobs
$30.1K
$69.4K
$136.1K
How much do financial associate jobs pay per year?
As of Aug 22, 2026, the average yearly pay for financial associate in Waterloo, IA is $69,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $75,900.00 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 are the most commonly searched types of Financial jobs in Waterloo, IA?
The most popular types of Financial jobs in Waterloo, IA are:
What job categories do people searching Financial Associate jobs in Waterloo, IA look for?
The top searched job categories for Financial Associate jobs in Waterloo, IA are:
What cities near Waterloo, IA are hiring for Financial Associate jobs?
Cities near Waterloo, IA with the most Financial Associate job openings:
Job description
Position Summary: The Investment Client Strategy Associate supports the strategic growth and development of the Investment Division by partnering with advisors to deliver portfolio monitoring, client review preparation, and wealth planning analysis. The associate proactively identifies planning opportunities as a strategic resource by providing client insights, business analysis, reporting, project management, and coordination of key initiatives. The associate will leverage opportunities to develop client presentations that help advisors deepen relationships and grow assets.
Key Responsibilities
- Monitor all advisory portfolios for allocation drift, cash balances, concentrated positions and risk changes.
- Analyze client relationships, investment activity, portfolio trends, revenue, profitability, and other business metrics to identify opportunities and areas for improvement.
- Partner with investment professionals to understand client needs and develop strategies to deepen relationships and increase engagement.
- Proactively identify opportunities to capture additional client assets and strengthen overall client relationships.
- Assist in identifying opportunities to introduce investment products, services, and solutions that align with client objectives and advisor recommendations as presented in the portfolio analysis.
- Serve as central point of coordination for key client strategy initiative, ensuring appropriate follow-up, accountability and execution.
- Identifies rebalancing opportunities.
- Maintain a strong understanding of bank policies, regulatory requirements, risk management expectations, and applicable investment practices.
- Perform miscellaneous duties as requested by supervisor.
Education, Experience, and Other Requirements:
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Series 7, 65 and/or 66 licenses are required.
- 2-5 years of experience in investment management, wealth management, banking, financial services, consulting, strategy, or a related field.
- Strong analytical and financial acumen with the ability to interpret business and investment data.
- Demonstrated ability to develop presentations and communicated recommendations to various levels of leadership.
- Strong organizational and project management skills with the ability to manage multiple priorities.
- Proficiency in Microsoft Excel and PowerPoint.
- Must be bondable
Physical Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Performance of the job will include physical duties commensurate with a general office environment.
The employee must occasionally lift and/or move up to ten pounds.
About BankIowa
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
11 - 50 Employees
Headquarters location
Cedar Rapids, IA, US
Year founded
1921