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How much do financial research associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial research associate in Iowa is $30.02, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $32.31 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Research Associate, you need strong analytical skills, a solid understanding of financial markets, and usually a degree in finance, economics, or a related field. Familiarity with financial modeling software, databases like Bloomberg or FactSet, and proficiency in Excel are typically required. Attention to detail, effective communication, and the ability to manage multiple projects simultaneously are standout soft skills for this role. These competencies are crucial for delivering accurate research, supporting investment decisions, and ensuring clear communication of complex financial insights.

What are some typical projects or assignments a financial research associate might work on during their first year?

As a Financial Research Associate, you can expect to work on projects such as analyzing market trends, preparing financial models, and creating reports to support investment decisions. Early assignments often include gathering and synthesizing data from financial statements, conducting industry and company-specific research, and assisting senior analysts with presentations for clients or internal teams. These tasks not only build your technical skills but also help you develop a deeper understanding of financial markets and enhance your ability to communicate complex findings clearly.

What does a financial research associate do?

A financial research associate analyzes financial data, market trends, and company performance to support investment decisions. They often use tools like Excel and financial modeling, and may prepare reports or presentations for clients or senior analysts.

What are the most commonly searched types of Financial Research jobs in Iowa?

The most popular types of Financial Research jobs in Iowa are:

What are popular job titles related to Financial Research Associate jobs in Iowa?

For Financial Research Associate jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Financial Research Associate jobs in Iowa look for?

The top searched job categories for Financial Research Associate jobs in Iowa are:

What cities in Iowa are hiring for Financial Research Associate jobs?

Cities in Iowa with the most Financial Research Associate job openings:

Financial Research Associate jobs near you

Wealth Management Associate

Morgan Stanley

West Des Moines, IA • On-site

Full-time

Posted 29 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

36th of 154 rated financial services

Job description

POSITION SUMMARY:
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
DUTIES and RESPONSIBILITIES:
Client Support:
  • Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
  • Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns
  • Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
  • Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors
  • Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors
  • Provides ongoing support in educating clients about specific products and services offered at the firm
  • Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities
  • May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors
  • Works with clients on the execution of orders in Brokerage and Advisory accounts
  • Assists clients with market and stock research
  • Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative
  • Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor
  • Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor

Business Development & Operational Support:
  • Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients
  • Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars
  • Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients
  • Identifies and implements practice management opportunities by interfacing with various departments across the firm
  • Coordinates enrollment campaigns/meetings for existing clients
  • Assigns work to team's Client Service Associate as appropriate
  • Cultivates and develops relationships with business partners internally and externally
  • Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider
  • Proactively participates in firm initiatives directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • 5+ years of work experience in a field relevant to the position required
  • Four-year college degree or professional certification preferred
  • Active SIE, Series 7 and 66 (or 63 and 65) licenses
  • Additional product licenses may be required

Knowledge/Skills
  • Enjoys working with people and problem solving
  • Effective written and verbal communication skills
  • Knowledge of financial industry and investment products preferred
  • Strong understanding of applicable compliance rules, regulations and firm policies
  • Able to work independently and effectively on a team
  • Demonstrates leadership skills
  • Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)
  • Detail-oriented with superior organizational skills and ability to prioritize tasks
  • Ability and interest in working in a fast-paced, evolving environment

Reports to:
  • Business Service Manager

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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