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Financial Jobs in Waterloo, IA (NOW HIRING)

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See Waterloo, IA salary details

$31.1K

$70.6K

$113.4K

How much do financial jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial in Waterloo, IA is $70,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $90,700.00 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 are the most commonly searched types of Financial jobs in Waterloo, IA?

The most popular types of Financial jobs in Waterloo, IA are:

What are popular job titles related to Financial jobs in Waterloo, IA?

For Financial jobs in Waterloo, IA, the most frequently searched job titles are:

What job categories do people searching Financial jobs in Waterloo, IA look for?

The top searched job categories for Financial jobs in Waterloo, IA are:

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

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

Financial jobs near you
Infographic showing various Financial job openings in Waterloo, IA as of August 2026, with employment types broken down into 72% Full Time, 14% Part Time, and 14% Contract. Highlights an 91% In-person, 3% Hybrid, and 6% Remote job distribution, with an average salary of $70,627 per year, or $34 per hour.

Managing Director (Waterloo)

WealthBridge Financial Group

Waterloo, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You'll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements
  • Minimum of 3 years of experience in financial services with a growing personal practice.
  • Active Life and Health License required.
  • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held).
  • Demonstrated success in client development, planning, and relationship management.
  • Leadership ability with a strong interest in mentoring and building high-performing teams.
  • Business-driven mindset with a long-term vision for growth.
  • Must be authorized to work in the United States.
Benefits
  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents.
  • 401(k) retirement plan with company match to help you build long-term security.
  • Life and disability insurance for added peace of mind.
  • Employee wellness programs and mental health resources.
  • Career growth opportunities and ongoing training support.
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