ZipRecruiter

Log In

1

Financial Jobs in Cascade, IA (NOW HIRING)

UMB Financial

Trust Sales Advisor

Dubuque, IA · On-site

$110K - $235K/yr

... financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our mosthighly-complexand high-value client's Trust and Investment Management ...

UMB Financial Corporation

Branch Manager

Dubuque, IA · On-site

$67K - $99K/yr

UMB Personal Banking and Consumer Services offers financial solutions to customers, who value an individualized relationship and advisory experience. For more than a century, we've invested in our ...

UMB Financial Corporation

Branch Manager

Dubuque, IA · On-site

$67K - $99K/yr

For more than a century, we've invested in ourpeople as a resourcewho can help clients achieve their unique financial and lifestyle goals. We embrace our corporate values ofhonesty and integrityand ...

UMB Financial

Comml Loan Doc Proc II

Dubuque, IA · On-site

$59K - $86K/yr

The Loan Document Processor II is responsible for and has mastered the basic mechanisms of documentation and can easily manage a personal pipeline from various business units (e.g., Commercial ...

UMB Financial

M365 Administrator

Dubuque, IA · Hybrid

$81K - $120K/yr

Our Collaboration Technologies team provides support and maintenance of our Microsoft products (i.e. Exchange, OneNote) widely used across the UMB enterprise. They ensure these applications and ...

New

OHNWARD BANCSHARES

AI Analyst

Maquoketa, IA · On-site

To apply for this position, go to our website Ohnward Bancshares, Inc. www.ohnward.com * About Us * Careers * Apply Now POSITION SUMMARY This position bridges the gap between business strategies and ...

Ohnward Bancshares

AI Analyst

Maquoketa, IA · On-site

$90 - $140/hr

Job DetailsJob Location: Ohnward Bancshares, Inc. - Maquoketa, IA 52060 POSITION SUMMARY This position bridges the gap between business strategies and advanced machine learning. They evaluate and ...

OHNWARD BANCSHARES

AI Analyst

Maquoketa, IA

To apply for this position,go to our website Ohnward Bancshares, Inc. www.ohnward.com * About Us * Careers * Apply Now POSITION SUMMARY This position bridges the gap between business strategies and ...

Ohnward Bancshares Inc

AI Analyst

Maquoketa, IA · On-site

$90 - $130/hr

To apply for this position, go to our website Ohnward Bancshares, Inc.www.ohnward.comAbout UsCareersApply NowPOSITION SUMMARYThis position bridges the gap between business strategies and advanced ...

System Soft Technologies

Controller

Dubuque, IA · On-site

The Controller will oversee the financial operations of the credit union, prepare and analyze financial statements, ensure regulatory compliance, and manage accounting processes. Responsibilities ...

Bullock Ag Service

Be Seen First

Book Keeper - Part Time

Dubuque, IA · On-site

$15 - $22/hr

Reporting to the Finance Manager, this position involves handling various accounting tasks to ensure the company's finances are well-organized and compliant with relevant regulations.

New

Urgent

Bullock Ag Service

Be Seen First

Book Keeper - Part Time

Dubuque, IA · On-site

$15 - $22/hr

Reporting to the Finance Manager, this position involves handling various accounting tasks to ensure the company's finances are well-organized and compliant with relevant regulations.

New

Urgent

Maquoketachamber

Senior Staff Accountant

Maquoketa, IA · On-site

$82.66/hr

Financial Reporting & Analysis: Prepare financial reports, supporting schedules, audit documentation, fixed asset reconciliations, and assist with budgeting, financial analysis, and resolving ...

New

previous page

Showing results 41-60

All JobsFinancial JobsFinancial Jobs in Cascade, IA

Financial information

See Cascade, IA salary details

$29.6K

$67.2K

$107.9K

How much do financial jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial in Cascade, IA is $67,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,800.00 and $86,300.00 per year, depending on experience, location, and employer.

What is a financial professional?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What types of careers are in finance?

Careers in finance include roles such as financial analyst, accountant, investment banker, financial planner, and risk manager. These positions often require strong analytical skills, knowledge of financial tools and software, and relevant certifications like CFA or CPA. Finance professionals work in banks, investment firms, corporations, and government agencies.

Which career is best in finance?

The best career in finance depends on individual interests and skills; common options include investment banking, financial analysis, asset management, and financial planning. These roles often require strong analytical skills, certifications like CFA or CFP, and proficiency with financial software. Career advancement typically involves gaining experience, specialized knowledge, and relevant licenses.

What cities near Cascade, IA are hiring for Financial jobs?

Cities near Cascade, IA with the most Financial job openings:

Financial jobs near you
Infographic showing various Financial job openings in Cascade, IA as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $67,213 per year, or $32.3 per hour.

Trust Sales Advisor

UMB Financial

Dubuque, IA • On-site

$110K - $235K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Key responsibilities

  • Build and manage client relationships with ultra-high net worth Trust clients, including high-profile and complex accounts.

  • Coordinate and lead the administration of clients' wealth and trust accounts, ensuring high-performance service delivery.

  • Identify opportunities in the ultra-high net worth market to develop networks with centers-of-influence and provide financial solutions.

Job description

The UMB Private Wealth Trust Sales Advisor(PWTSA)is responsible forbuilding and managing client relationships with Private Wealth's ultra-high net worth Trust market segment.The PWTSA will grow and service an existing book of clients including many of PWM's high-profile and more complex client relationships,in particularthose requiring complex trust administration.

This role willidentifyopportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our mosthighly-complexand high-value client's Trust and Investment Management accounts.

Howyou'llspend your time:

  • You will source and develop high-net-worth client relationships through networking, referrals, and targeted outreach.
  • You will steer administration of Client's wealth and trust accounts by beingtrustedpartner.
  • You will lead high performance service delivery to clients by coordinating team delivering services.
  • You will manage and expand high-profile client relationships.
  • You will provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals andobjectives.
  • You will lead a proactive, high-touch communication plan for all clients.
  • You will provide wealthmanagementsubject matterexpertise.
  • You willparticipatein and attend meetings and functions as assigned.
  • You will create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals.
  • You will serve as the primary driver of new trust relationships for the market.
  • You will coordinate and assign the team members of new trustrelationshipstransitioning those accounts to those team members.
  • Other duties as assigned.

We'reexcited to talk to you if...

  • YoupossessaBachelor'sdegree.
  • You have10+ years' experience in wealth management for HNW and UHNW clients, or combination of education and experience that provides an equivalent background.
  • You have experience in Complex Trust Administration.
  • You understandBusiness Development & COI Development.
  • YoupossessLeadership Skills.
  • You havea high levelof emotional intelligence.
  • Youdemonstrateexcellent communication and presentation skills.
  • You are an expert on wealth management issues pertinent to UHNW families.
  • Youhave goodrelationship management skills.
  • You have the ability to address client concerns and needs.
  • You demonstrate understanding of investment strategiesutilizedby UHNW clients.
  • Youdemonstrateunderstanding oftaxchallenges of UHNW clients.
  • You show familiarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management.
  • Youdemonstrateextensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning).
  • Youhave the ability toidentifyand find solutions for unique assets of UHNW clientincluding,commercial properties, LLCs, oil and gas, alternative energy,ranchand farm properties.

Bonus pointsif...

  • You have one or more of the following credentials: MBA, CFA, CFP, CPA, CTFA, or JD.
  • You have supervisory or team leadership experience.
  • You have5+ years indemonstratedsales position.
  • You are active in community and professional organizations; considered a leader in the community.
  • You have experience drafting complex estate plans for ultra-high-net-worth individuals.

Work Environment

Hybrid. Travel as needed.

Supervision/Management: No direct management responsibilities

*This person could office in IL, IA, MN or WI .*

Compensation Range:

$110,250.00 - $235,810.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Apply