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Personal Financial Assistant Jobs in Iowa (NOW HIRING)

Peoples Bank

Personal Banker I

Indianola, IA · On-site

$20.26 - $22.52/hr

Peoples Bank, a locally owned and progressive community bank, attributes its financial success and ... Travel to other bank locations to assist with staffing shortages.Qualifications:High School Diploma ...

FIRST CITIZENS BANK

Financial Analyst

Mason City, IA · On-site +1

... and SOC reports, and assist in review to support accounting and compliance requirements ... personal networks; participating in professional societies. * Maintains customer confidence and ...

Peoples Bank

Personal Banker I - Indianola

Indianola, IA · On-site

$20.26 - $22.52/hr

Peoples Bank, a locally owned and progressive community bank, attributes its financial success and ... Travel to other bank locations to assist with staffing shortages. Qualifications: * High School ...

YES Communities

Office Administrator

Marion, IA · On-site

$18 - $24.75/hr

You will also assist your Community Manager with the timely completion of projects and help ... We never request payment, gift cards, or personal financial information during hiring. All ...

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Showing results 21-40

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.

Personal Banker I

Peoples Bank

Indianola, IA • On-site

$20.26 - $22.52/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Join Our Team at Peoples Bank!Peoples Bank, a locally owned and progressive community bank, attributes its financial success and growth to its outstanding employees. Since 1998, we've expanded from a small office on the Indianola square to branches in Carlisle, Chariton, Indianola, Lacona, Knoxville, Milo, Pleasantville, and Seymour. What sets us apart is our commitment to taking the time to answer our customers' questions and solve their problems. Unlike other banks that focus on quotas, we encourage our employees to do what's right for our customers and colleagues. We offer competitive compensation, excellent benefits, opportunities for professional growth, community involvement, and a positive work environment.Position: Personal Banker I (Indianola Location)Responsibilities:Open, close, and maintain checking accounts, savings accounts, certificates of deposit, IRAs, safe deposit boxes, ATM/Debit Cards, and online banking.Perform teller duties and rotate between New Accounts, Call Center, and the Teller area in Indianola.Travel to other bank locations to assist with staffing shortages.Qualifications:High School Diploma/GED required.One year of banking experience preferred.Excellent communication skills (verbal, written, listening, and etiquette).Positive, helpful, and professional attitude.Ability to work in a team-oriented and fast-paced environment.Strong problem-solving skills, computer skills, and multitasking ability.Ability to handle multiple interruptions while efficiently assisting customers in-person and over the phone.Schedule:Regular shifts vary between 7:45 a.m. to 5 p.m. Monday through Friday.Saturday rotation from 7:45 a.m. to 12 p.m.Compensation:Pay range: $20.26 - $22.52/hr (based on previous banking experience).Health, Dental, and Vision Insurance.Employer-paid Life Insurance, Short-Term Disability, and Long-Term Disability.401K with Employer Match.15+ days of PTO per year.Family Leave Plan.Over 11 Paid Holidays.Employer-paid Identity Theft Insurance.Aflac Insurance.Flexible Spending Accounts.Peoples Bank Stock Purchase Plan.Free personal checking accounts and safety deposit box.Peoples Bank is an Affirmative Action and Equal Opportunity Employer. We provide equal employment opportunities without regard to any status protected by federal or local law.