ZipRecruiter

Log In

1

Personal Financial Assistant Jobs in Iowa (NOW HIRING)

Farmers State Bank

Personal Banker/Mortgage Hybrid

Tiffin, IA · On-site

$17.50 - $21.50/hr

... on personal financial needs. Process teller transactions, open and close accounts and uncover consumer loan opportunities. Assist customers with banking needs and provide excellence in customer ...

Farmers State Bank

Personal Banker/Mortgage Hybrid

Tiffin, IA · On-site

$17.50 - $21.50/hr

... on personal financial needs. Process teller transactions, open and close accounts and uncover consumer loan opportunities. Assist customers with banking needs and provide excellence in customer ...

First Bank

Personal Banker

Waverly, IA · On-site

$17.75 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Does helping customers meet their financial goals sound like something you would enjoy? If so, the ... Input or assist with maintenance on a large variety of accounts. Debit cards issuance, lookup, and ...

First Bank

Personal Banker

Waverly, IA · On-site

$17.75 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Does helping customers meet their financial goals sound like something you would enjoy? If so, the ... Input or assist with maintenance on a large variety of accounts. * Debit cards issuance, lookup ...

Davita Inc.

Administrative Assistant (AA)

Cedar Rapids, IA · On-site

$17.75 - $23.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

You also will assist patients with transportation arrangements and physician appointments. Dialysis ... Beware of Recruitment Fraud DaVita will never ask for payment or personal financial information at ...

Nicolet National Bank

Personal Banker I

Muscatine, IA

$18 - $22/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Personal Banker I plays a key role in driving new customers and business while expanding ... financial guidance, support account openings and servicing, and assist with transactions across ...

Nicolet National Bank

Personal Banker I

Muscatine, IA · On-site

$18 - $22/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Personal Banker I plays a key role in driving new customers and business while expanding ... financial guidance, support account openings and servicing, and assist with transactions across ...

Nicolet National Bank

Personal Banker I

Iowa City, IA · On-site

$16.75 - $20.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Personal Banker I plays a key role in driving new customers and business while expanding ... financial guidance, support account openings and servicing, and assist with transactions across ...

Nicolet National Bank

Personal Banker I

Iowa City, IA · On-site

$16.75 - $20.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Personal Banker I plays a key role in driving new customers and business while expanding ... financial guidance, support account openings and servicing, and assist with transactions across ...

Nicolet National Bank

Personal Banker I

Iowa City, IA · On-site

$18.50 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Personal Banker I plays a key role in driving new customers and business while expanding ... financial guidance, support account openings and servicing, and assist with transactions across ...

Nicolet National Bank

Personal Banker I

Muscatine, IA · On-site

$18 - $22/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Personal Banker I plays a key role in driving new customers and business while expanding ... financial guidance, support account openings and servicing, and assist with transactions across ...

Central State Bank

Personal Banker

Elkader, IA · On-site

$18.25 - $22.25/hr

  • Retirement

  • PTO

... financial needs, and recommending appropriate banking solutions. This position serves as a primary ... services. * Assist customers with account maintenance, digital banking enrollment, online and ...

YMCA of Blackhawk

Personal Trainer

Grundy Center, IA · On-site

$14 - $16/hr

Takes initiative to assist in developing others. Operational Effectiveness: Makes sound judgments ... Follows budgeting policies and procedures, and reports all financial irregularities immediately.

next page

Showing results 1-20

All JobsPersonal Financial JobsPersonal Financial Assistant JobsPersonal Financial Assistant Jobs in Iowa

Personal Financial Assistant information

See Iowa salary details

$9

$21

$38

How much do personal financial assistant jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for personal financial assistant in Iowa is $21.76, according to ZipRecruiter salary data. Most workers in this role earn between $15.58 and $24.38 per hour, depending on experience, location, and employer.

What qualifications do you need to be a personal financial assistant?

A personal financial assistant typically needs a bachelor's degree in finance, accounting, or a related field. Strong analytical skills, proficiency with financial software, and excellent communication abilities are also important. Certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

What is a personal financial assistant?

Personal financial assistants are professionals who help individuals manage their finances, including budgeting, bill payments, tax preparation, and tracking expenses. They may also assist with organizing financial documents, monitoring accounts, and providing reminders for important financial deadlines. Their goal is to help clients gain better control over their day-to-day finances and achieve their financial goals more efficiently. Personal financial assistants can work independently, for financial planning firms, or as part of a larger team supporting high-net-worth individuals.

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

To thrive as a Personal Financial Assistant, you need a solid understanding of financial management, budgeting, and accounting principles, often supported by a degree in finance or a related field. Familiarity with financial planning software, spreadsheet tools like Excel, and bookkeeping systems is typically required. Strong organizational skills, discretion, and effective communication help foster trust and ensure clear client interactions. These skills and qualities are crucial for managing sensitive financial data accurately and providing reliable support to clients.

What is the difference between Personal Financial Assistant vs Financial Advisor?

AspectPersonal Financial AssistantFinancial Advisor
CredentialsTypically requires certifications like CFP or CPA, but not always mandatoryOften requires CFP, CFA, or other financial planning certifications
Work EnvironmentSupports individual clients with daily financial tasks, often in office or remote settingsProvides comprehensive financial planning and investment advice, usually in office settings
Employer & Industry UsageCommonly employed by financial firms, banks, or as independent assistantsEmployed by financial planning firms, banks, or as independent advisors
Search & Comparison IntentPeople compare to understand support roles in personal financePeople compare to find comprehensive financial planning services

The main difference is that a Personal Financial Assistant primarily supports clients with day-to-day financial tasks and administrative support, while a Financial Advisor offers strategic financial planning and investment advice. Both roles may require similar certifications, but their scope and client interaction differ significantly.

What are some common challenges personal financial assistants face when managing multiple clients' finances?

Personal Financial Assistants often juggle the financial needs and schedules of several clients at once, which can present challenges in maintaining organization and ensuring confidentiality. Managing diverse financial portfolios requires attention to detail and the ability to quickly adapt to different clients' unique goals and preferences. Building trust is essential, as clients rely on you for sensitive information and personalized advice. Staying up-to-date with financial regulations and tools is also important to provide effective and compliant support.

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

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

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

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

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

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

Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, and 4% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $45,264 per year, or $21.8 per hour.

Volunteer Financial Assistant

LifeWise Academy

Davenport, IA • On-site

Other

Posted 10 days ago

Job description

Overview
As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program.
Job Responsibilities Overview
  • Prepare and maintain an annual budget
  • Log donations and manage records online in The LIST
  • Monitor "declined" donations on The LIST and contact those who had declined donations
  • Send thank-you notes and log sent date in The LIST
  • Oversee payment requests submitted on behalf of the program and respond promptly with any adjustments needed to the request
  • Oversee and approve program expense card purchases as the Expense Admin, ensuring the appropriate fund and budget line was selected for each transaction
  • Review monthly financial reports for accuracy and alignment with the program budget
  • Attend regular board meetings and give a financial update based on an assessment of the program's most recent financial report in relation to the planned budget
  • Use Google Workspace apps such as Gmail, Drive, Meet, Calendar, Sheets and Docs
  • Use a variety of websites keeping records and logging hours worked
  • Lead the processes for collection and record-keeping of donations for fundraising events

Qualifications and Experience
  • A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise Academy Statement of Faith
  • Active participation in and commitment to a local church whose doctrine aligns with the "What We Believe" section of the LifeWise Academy Statement of Faith
  • Leadership experience in either a professional or volunteer capacity
  • Experience with budgets, financial reports, spreadsheets, virtual meeting platforms and Google Workspace

LifeWise Academy's hiring practices and EEO Statement are fully in compliance with both federal and state law. Federal law creates an exception to the "religion" section of employment discrimination laws for religious organizations and permits them to give employment preference to members of their own religion. LifeWise Academy is in that category.
Grid Level: 1a

Apply