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Financial Professional Associate Jobs in Center Point, IA

H&R Block

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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Cedar Rapids, 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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Cedar Rapids, 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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Cedar Rapids, 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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Cedar Rapids, 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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Cedar Rapids, 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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Cedar Rapids, 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 ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

Whitecap

Warehouse Associate I

Cedar Rapids, IA · On-site

$15.75 - $18.75/hr

White Cap is North America's leading distributor for professional contractors. We supply everything ... Comprehensive wellness and financial benefits: White Cap offers excellent benefits, including ...

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Showing results 21-40

All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Center Point, IA

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:

Financial Professional Associate jobs near you
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.

Accounting Coordinator

United Way Of East Central Iowa

Cedar Rapids, IA • On-site

$21.25 - $27.75/hr

Full-time

Posted 11 days ago

Job description

United Way of East Central Iowa is seeking a detail-oriented and dependable Accounting Coordinator to support the daily financial operations of our organization. This role is responsible for processing accounts receivable and accounts payable transactions, maintaining accurate financial records, assisting with data entry and reporting, and supporting budgeting and audit activities.

This is an excellent opportunity for a finance professional who is passionate about supporting community impact and wants to contribute to an organization dedicated to creating positive change throughout East Central Iowa.


Essential Job Functions

General Accounting Functions

  • Post A/R payments received into Andar database.
  • Prepare monthly statements for A/R related to donors that are billed directly.
  • Follow-up with staff and/or donors to facilitate collection on pledges.
  • Process invoices to ensure accurate entries, approvals and assure coding is completed, adhering to departmental procedures.
  • Print and prepare checks for mailing.
  • Maintain vendor communication and respond to questions in a timely manner.
  • Post journal entries.
  • Prepare cash deposits and process credit card payments.
  • Serve as back up on campaign processing.
  • Responsibilities apply to UWECI, Human Services Campus, and all entities for which UWECI is a fiscal agent.

Departmental Support

  • Assist with data entry of financial information in both Microsoft Dynamics Great Plains and Andar.
  • Assist in maintaining and updating financial policy and procedures.

Support CFO/VP, Finance & Administration

  • Provide support to CFO/VP, Finance & Administration during annual budget process and with budget questions on a monthly basis.
  • Provide support in the preparation of the annual external audit and Form 990.
  • Assist with other duties as assigned

Education

  • Level of Education: Associates Degree (Required), Bachelor's Degree (Preferred)
  • Work Experience: 1-3 years required
  • Education Requirement: 5+ years of related experience will be accepted in place of required degree
  • Preferred fields of study: Accounting, Finance, or Business

Apply