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Financial Virtual Assistant Jobs in Iowa (NOW HIRING)

Lifepoint Health

Laboratory Assistant PRN

Ottumwa, IA · On-site

As a Laboratory Assistant joining our team, you're embracing a vital mission dedicated to making ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Puck Enterprises

Administrative Assistant

Manning, IA · On-site

$7.5K/mo

Free Doctor on Demand virtual visits (covered at 100% on both plans) * Dental insurance through ... Financial Protection * Company-paid Basic Life & AD&D Insurance (1x annual earnings up to $50,000)

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Financial Virtual Assistant information

See Iowa salary details

$10

$22

$31

How much do financial virtual assistant jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for financial virtual assistant in Iowa is $22.92, according to ZipRecruiter salary data. Most workers in this role earn between $19.18 and $25.72 per hour, depending on experience, location, and employer.

What is a financial virtual assistant?

A Financial Virtual Assistant is a remote professional who provides administrative and financial support services to businesses, entrepreneurs, or individuals. Their tasks often include bookkeeping, invoice management, expense tracking, financial reporting, and coordinating with accountants or clients. They help streamline financial processes and ensure accuracy in financial records, all while working remotely. By hiring a Financial Virtual Assistant, organizations can save time and focus on core business activities while maintaining organized financial operations.

How does a financial virtual assistant typically collaborate with accounting teams and financial advisors remotely?

A Financial Virtual Assistant often works closely with accounting teams and financial advisors by managing schedules, preparing financial reports, and handling communication between clients and advisors. Collaboration is usually facilitated through cloud-based accounting software, shared document platforms, and regular video meetings. This remote setup requires strong organizational skills and clear communication to ensure that all parties stay informed and tasks are completed on time. Building effective digital workflows helps maintain productivity and accuracy, even when working from different locations.

What are the key skills and qualifications needed to thrive as a financial virtual assistant, and why are they important?

To thrive as a Financial Virtual Assistant, you need a background in finance or accounting, strong organizational skills, and experience with bookkeeping or financial administration. Familiarity with accounting software such as QuickBooks, Xero, or Excel, as well as secure file-sharing and communication platforms, is typically required. Exceptional attention to detail, time management, and discretion with sensitive information are vital soft skills in this role. These competencies ensure accurate financial record-keeping, efficient remote support, and trustworthy handling of confidential client data.

What is the difference between Financial Virtual Assistant vs Bookkeeper?

AspectFinancial Virtual AssistantBookkeeper
Primary RoleProvides administrative and financial support, including scheduling, data entry, and basic financial tasksManages day-to-day financial record-keeping, including transactions, invoicing, and reconciliations
CredentialsOften no formal certification; familiarity with financial software helpfulTypically requires bookkeeping certifications or experience
Work EnvironmentRemote, freelance or part-timeCan be remote or in-office, employed or freelance
Industry UsageUsed across various industries for administrative financial supportCommonly employed in small businesses, accounting firms

While both roles support financial tasks, a Financial Virtual Assistant focuses on administrative and support functions, whereas a Bookkeeper handles detailed financial record-keeping. The choice depends on the specific financial tasks needed by the employer.

What are popular job titles related to Financial Virtual Assistant jobs in Iowa?

For Financial Virtual Assistant jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Financial Virtual Assistant jobs in Iowa look for?

The top searched job categories for Financial Virtual Assistant jobs in Iowa are:

What cities in Iowa are hiring for Financial Virtual Assistant jobs?

Cities in Iowa with the most Financial Virtual Assistant job openings:

Financial Virtual Assistant jobs near you

Entry-Level Wealth Manager

Financial Architects Inc

Des Moines, IA

$105K/yr

Full-time

Re-posted 8 days ago

Job description

Important Location Note

We can only hire candidates who currently reside in Iowa. There are no territory restrictions—once licensed, you can serve clients anywhere in the U.S.

This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1–2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.

Benefits Include:

  • Medical, Dental, Vision

  • Flexible Spending Account (FSA)

  • Short & Long-Term Disability

  • Group Life and AD&D

  • 401(k) with up to 3% match

  • Pension Plan

At Financial Architects Inc, we empower clients to achieve financial clarity and stability through well-structured plans and strategies. As an Entry-Level Wealth Manager, you'll be stepping into a role that values growth, both personally and professionally. You'll learn the essentials of wealth management and financial planning, honing your communication, analytical, and relationship-building skills to become a trusted advisor. You'll be part of a team that believes in collaboration and innovation, offering you the tools and support necessary to thrive.
In this client-facing role, you'll enjoy a flexible schedule, balancing time between our office and remote work. While you'll need to be in the office one to two days a week, the rest of your time will be dedicated to meeting with clients, either in person or virtually. We offer a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k) with up to a three percent match and a pension plan. Join us at Financial Architects Inc, and let's build a rewarding career together.

Compensation:

$80,000 – $105,000


Responsibilities:
  • Develop and maintain strong relationships with clients, ensuring their financial goals are met with tailored strategies.
  • Conduct comprehensive financial assessments to understand clients' needs and provide personalized advice.
  • Collaborate with team members to create innovative financial plans that align with clients' objectives.
  • Stay informed about industry trends and regulatory changes to offer clients the most up-to-date advice.
  • Schedule and conduct regular client meetings, both in-person and virtually, to review financial plans and adjust as needed.
  • Utilize analytical skills to evaluate investment opportunities and recommend suitable options for clients.
  • Assist in the preparation of detailed reports and presentations to communicate financial strategies effectively to clients and stakeholders.

Qualifications:

What We’re Looking For

  • Self-starter with strong work ethic and a desire to learn.

  • Comfortable talking to people and building long-term relationships.

  • Interested in a career with flexibility, growth, and meaningful impact.

  • Strong communication skills; an analytical mindset is a plus.

  • Bachelor’s degree in business, finance, or related field required.

  • Familiarity with Microsoft Office/Google Suite/CRM tools is helpful.

  • FINRA Series 7 & 63/66 is a plus (not required to apply).


About Company

At Financial Architects Inc, our mission is to provide systems that help clients create a financial plan and manage their money in a structured and coordinated way. We offer practical financial strategies designed to improve organization and clarity. Ultimately, we aim to support clients in creating stable and fulfilling financial lives.