This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial ...
This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial ...
Wealth Management Associate - MO, St. Louis; IA, Cedar Rapids, Iowa City (5137)
Cedar Rapids, IA · On-site
Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...
Wealth Management Associate - MO, St. Louis; IA, Cedar Rapids, Iowa City (5137)
Cedar Rapids, IA · On-site
Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...
Supporting accurate financial operations through invoice processing, reconciliations, and month-end ... Build strong working relationships through clear, professional communication with teammates ...
Quick apply
Supporting accurate financial operations through invoice processing, reconciliations, and month-end ... Build strong working relationships through clear, professional communication with teammates ...
Finance Associate
Urbana, IA · On-site
... in financial processes. 5. Communication & Business Partnership * Build strong working relationships through clear, professional communication with teammates, vendors, and internal partners.
Finance Associate
Urbana, IA · On-site
... in financial processes. 5. Communication & Business Partnership * Build strong working relationships through clear, professional communication with teammates, vendors, and internal partners.
... in financial processes. 5. Communication & Business Partnership * Build strong working relationships through clear, professional communication with teammates, vendors, and internal partners.
... in financial processes. 5. Communication & Business Partnership * Build strong working relationships through clear, professional communication with teammates, vendors, and internal partners.
Associate Director of Finance
$75K - $95K/yr
This hands-on leadership position is responsible for financial reporting, budgeting, forecasting ... Since 2006, we have had the pleasure of successfully placing thousands of talented professionals ...
Associate Director of Finance
$75K - $95K/yr
This hands-on leadership position is responsible for financial reporting, budgeting, forecasting ... Since 2006, we have had the pleasure of successfully placing thousands of talented professionals ...
M&A Associate - AI Trainer
Cedar Rapids, IA · Remote
$50 - $100/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...
Quick apply
M&A Associate - AI Trainer
Cedar Rapids, IA · Remote
$50 - $100/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...
Wealth Management Associate - MO, St. Louis; IA, Cedar Rapids, Iowa City (5137)
Cedar Rapids, IA · On-site +1
Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...
Wealth Management Associate - MO, St. Louis; IA, Cedar Rapids, Iowa City (5137)
Cedar Rapids, IA · On-site +1
Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...
Ultimately, we appreciate the uniqueness of a company where talented professionals work ... These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection ...
Ultimately, we appreciate the uniqueness of a company where talented professionals work ... These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection ...
Associate or bachelor's degree in respiratory therapy from an accredited program is required ... Illinois Department of Financial & Professional Regulation (IDFPR) * Iowa Department of Public ...
Associate or bachelor's degree in respiratory therapy from an accredited program is required ... Illinois Department of Financial & Professional Regulation (IDFPR) * Iowa Department of Public ...
Associate or bachelor's degree in respiratory therapy from an accredited program is required ... Illinois Department of Financial & Professional Regulation (IDFPR) * Iowa Department of Public ...
Associate or bachelor's degree in respiratory therapy from an accredited program is required ... Illinois Department of Financial & Professional Regulation (IDFPR) * Iowa Department of Public ...
Associate or bachelor's degree in respiratory therapy from an accredited program is required ... Illinois Department of Financial & Professional Regulation (IDFPR) * Iowa Department of Public ...
Associate or bachelor's degree in respiratory therapy from an accredited program is required ... Illinois Department of Financial & Professional Regulation (IDFPR) * Iowa Department of Public ...
Technology Operations Analyst - World Financial Group
Cedar Rapids, IA · On-site
$58K - $60K/yr
Ultimately, we appreciate the uniqueness of a company where talented professionals work ... Qualifications Associate's degree in a business-related field or equivalent experience Up to two ...
Technology Operations Analyst - World Financial Group
Cedar Rapids, IA · On-site
$58K - $60K/yr
Ultimately, we appreciate the uniqueness of a company where talented professionals work ... Qualifications Associate's degree in a business-related field or equivalent experience Up to two ...
Wealth Management Associate
Marion, IA · On-site
... Associate roles. These roles focus on the fundamentals of financial planning and account management ... professionals in the disciplines of financial planning, retirement planning, investments and trust ...
Quick apply
Wealth Management Associate
Marion, IA · On-site
... Associate roles. These roles focus on the fundamentals of financial planning and account management ... professionals in the disciplines of financial planning, retirement planning, investments and trust ...
Wealth Management Associate
Marion, IA · On-site
... Associate roles. These roles focus on the fundamentals of financial planning and account management ... professionals in the disciplines of financial planning, retirement planning, investments and trust ...
Wealth Management Associate
Marion, IA · On-site
... Associate roles. These roles focus on the fundamentals of financial planning and account management ... professionals in the disciplines of financial planning, retirement planning, investments and trust ...
Wealth Management Associate
Marion, IA · On-site
... Associate roles. These roles focus on the fundamentals of financial planning and account management ... professionals in the disciplines of financial planning, retirement planning, investments and trust ...
Wealth Management Associate
Marion, IA · On-site
... Associate roles. These roles focus on the fundamentals of financial planning and account management ... professionals in the disciplines of financial planning, retirement planning, investments and trust ...
Partner with investment professionals to understand client needs and develop strategies to deepen ... Bachelor's degree in Finance, Business, Economics, or a related field. * Series 7, 65 and/or 66 ...
Partner with investment professionals to understand client needs and develop strategies to deepen ... Bachelor's degree in Finance, Business, Economics, or a related field. * Series 7, 65 and/or 66 ...
Partner with investment professionals to understand client needs and develop strategies to deepen ... Bachelor's degree in Finance, Business, Economics, or a related field. * Series 7, 65 and/or 66 ...
Partner with investment professionals to understand client needs and develop strategies to deepen ... Bachelor's degree in Finance, Business, Economics, or a related field. * Series 7, 65 and/or 66 ...
Partner with investment professionals to understand client needs and develop strategies to deepen ... Bachelor's degree in Finance, Business, Economics, or a related field.Series 7, 65 and/or 66 ...
Quick apply
Partner with investment professionals to understand client needs and develop strategies to deepen ... Bachelor's degree in Finance, Business, Economics, or a related field.Series 7, 65 and/or 66 ...
Accounting Coordinator
Cedar Rapids, IA · On-site
$21.50 - $27.75/hr
This is an excellent opportunity for a finance professional who is passionate about supporting ... Associates Degree (Required), Bachelor's Degree (Preferred)Work Experience: 1-3 years ...
Quick apply
Accounting Coordinator
Cedar Rapids, IA · On-site
$21.50 - $27.75/hr
This is an excellent opportunity for a finance professional who is passionate about supporting ... Associates Degree (Required), Bachelor's Degree (Preferred)Work Experience: 1-3 years ...
Financial Professional Associate information
See Center Point, IA salary details
$41K - $48.7K
21% of jobs
$50.3K is the 25th percentile. Wages below this are outliers.
$48.7K - $56.3K
21% of jobs
The median wage is $62.2K / yr.
$56.3K - $63.9K
11% of jobs
$63.9K - $71.6K
0% of jobs
$71.6K - $79.2K
0% of jobs
$79.2K - $86.8K
0% of jobs
$86.8K - $94.5K
3% of jobs
$94.5K - $102.1K
11% of jobs
$107.5K is the 75th percentile. Wages above this are outliers.
$102.1K - $109.7K
11% of jobs
$109.7K - $117.3K
10% of jobs
$117.3K - $125K
11% of jobs
$41K
$80.7K
$125K
How much do financial professional associate jobs pay per year?
What is a financial professional associate?
What are the key skills and qualifications needed to thrive as a financial professional associate?
What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?
What is the difference between Financial Professional Associate vs Financial Advisor?
| Aspect | Financial Professional Associate | Financial Advisor |
|---|---|---|
| Required Credentials | Typically Series 6/7, possibly life insurance licenses | Series 7, 66, or 65, and relevant licenses |
| Work Environment | Support role in financial firms, assisting advisors | Client-facing, providing financial planning and investment advice |
| Employer & Industry Usage | Used in brokerage firms, banks, and financial institutions | Used across independent and firm-affiliated financial planning practices |
The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.
What cities near Center Point, IA are hiring for Financial Professional Associate jobs?
Cities near Center Point, IA with the most Financial Professional Associate job openings:

Team Based Financial Advisor - Mississippi Valley Associates
Cedar Rapids, IA • On-site
$2.0K/mo
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 15 days ago
Thrivent rating
8.8
Based on 20 frontline employees who took The Breakroom Quiz
Job description
Team-Sponsored Launch
Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude. By joining an existing team, you can leverage the diverse skill sets of
experienced financial advisors to serve more clients and accelerate the growth of your business. In this role, support and joint fieldwork opportunities will come directly from experienced financial advisors.
The Team-Sponsored Launch position provides some stability of income and the ability to focus on learning and development rather than production. This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial advisor within three months to three years.
Licensing and Training
Candidates in the Team- Sponsored Launch model will obtain the necessary licenses over the course of eight to 13 weeks (varies due to individual situations).
These licenses include:
- Resident state Life, Health and Annuity
- Securities Industry Essentials
- Series 6/63 or 7/66 (7/63 and 65).
After completing licensing, participants may enroll in a comprehensive training program lasting up to eight weeks.
What you can expect
After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period, typical activities include:
Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.
Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement.
Building a strong personal network through local nonprofits, churches, and businesses for future growth.
Developing skills and best practices to be a successful financial advisor.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
- Self-disciplined, independent, and driven to succeed.
- Motivated by helping others and seeing them achieve their goals.
- A natural coach or guide with strong interpersonal skills.
- Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Compensation and Benefits
Team-Sponsored Launch candidates receive stable income through individual and team sales commissions, and incentive pay structures. Candidates will also be eligible for Thrivent's industry-leading benefits:
- Medical, dental and vision insurance.
- Disability, accidental death and dismemberment insurance.
- 401(k) and pension opportunities.
- Access to unique tools to engage clients in their community to make a real impact.
Compensation is structured to include both a base monthly salary plus applicable commissions. The base monthly salary is $2k ($24k annually) plus the opportunity for significant upside potential with commission opportunities.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or v
eteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit ourworkforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.
About Thrivent
Sourced by ZipRecruiter
Industry
Insurance services and finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Mill Creek, PA, US