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Financial Jobs in Lone Tree, IA (NOW HIRING)

Nicolet National Bank

Financial Advisor

Iowa City, IA · On-site

The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with ...

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$29.9K

$67.9K

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How much do financial jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial in Lone Tree, IA is $67,887.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,200.00 and $87,200.00 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 Lone Tree, IA are hiring for Financial jobs?

Cities near Lone Tree, IA with the most Financial job openings:

Financial jobs near you
Infographic showing various Financial job openings in Lone Tree, IA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $67,887 per year, or $32.6 per hour.

Financial Advisor

Nicolet National Bank

Iowa City, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

67th of 175 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
As a Financial Advisor, you will be responsible for the following:
General:
  • Manages client relationships assigned by the firm and helps clients achieve wealth goals.
  • Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
  • Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
  • Markets the firm and develops its reputation with referral sources and the community.
  • Attracts new clients to the firm.
  • Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm.
  • Supervises the work of other advisors and administrative support.
  • Participates in critical management and service decisions, including vendor evaluation and the design of processes.
  • Develops and maintains internal and external Center of Influence (COI) relationships.
  • Upholds Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Understands the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Advisory:
  • Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems.
  • Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
  • Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
  • Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
  • Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
  • Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
  • Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
  • Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
  • Researches new investment products and vendors.
  • Facilitates the adoption of new technology by the client service teams and trains others as necessary.
  • Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
  • Advises clients on appropriate financial products in the context of their plans.

Supervisory Responsibilities:
  • Wealth Analysts and Financial Advisors, if applicable.

Qualifications:
  • Bachelor's degree in a related discipline such as Accounting, Finance or Economics
  • Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
  • Holds appropriate advisory licenses as required by the SEC and state agencies
  • Completion of CFP® program and examination
  • 5+ years of experience and a median of 17 years of experience in the role
  • PC, phone system, general office equipment
  • Demonstrates expert knowledge of Microsoft Office applications, especially Excel
  • Strong verbal and written communication skills and strong interpersonal skills
  • Ability to maintain strict confidentiality
  • Ability to effectively promote Nicolet as an employer of choice
  • Basic knowledge of banking positions
  • Strong organizational, multi-tasking and prioritizing skills
  • Self-motivated and resourceful
  • Strong leadership and delegation skills

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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