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Financial Professional Associate Jobs in Center Point, IA

Supporting accurate financial operations through invoice processing, reconciliations, and month-end ... Build strong working relationships through clear, professional communication with teammates ...

... 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 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 ...

... 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 ...

... 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 ...

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Financial Professional Associate information

See Center Point, IA salary details

$41K

$80.7K

$125K

How much do financial professional associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial professional associate in Center Point, IA is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,700.00 and $110,700.00 per year, depending on experience, location, and employer.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What are the key skills and qualifications needed to thrive as a financial professional associate?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

What is the difference between Financial Professional Associate vs Financial Advisor?

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed 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:

Infographic showing various Financial Professional Associate job openings in Center Point, IA as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Team Based Financial Advisor - Mississippi Valley Associates

Thrivent Financial

Cedar Rapids, IA • On-site

$2.0K/mo

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 15 days ago


Thrivent rating

8.8

Company rating: 8.8 out of 10

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.


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