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Senior Client Advisor Jobs in Iowa (NOW HIRING)

Cetera

Client Services Specialist

Dubuque, IA · Hybrid

$16 - $21.25/hr

... situations to Senior Client Services Specialist or Supervisor while providing context and ... Advisor support resources offered through Cetera include award-winning wealth management and ...

Cetera

Client Services Specialist

Dubuque, IA · Hybrid

$16 - $21.25/hr

... situations to Senior Client Services Specialist or Supervisor while providing context and ... Advisor support resources offered through Cetera include award-winning wealth management and ...

BGM

Service Advisor

West Des Moines, IA · Hybrid

The Service Advisor will primarily manage ongoing client relationships while supporting more complex client needs alongside senior advisors. Responsibilities include but are not limited to: * Manage ...

BGM Group

Service Advisor

West Des Moines, IA · On-site

The Service Advisor will primarily manage ongoing client relationships while supporting more complex client needs alongside senior advisors. Responsibilities include but are not limited to: * Manage ...

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Senior Client Advisor information

See Iowa salary details

$15

$29

$55

How much do senior client advisor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for senior client advisor in Iowa is $29.02, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $36.44 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What are the most commonly searched types of Client Advisor jobs in Iowa?

The most popular types of Client Advisor jobs in Iowa are:

What are popular job titles related to Senior Client Advisor jobs in Iowa?

For Senior Client Advisor jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Iowa look for?

The top searched job categories for Senior Client Advisor jobs in Iowa are:

What cities in Iowa are hiring for Senior Client Advisor jobs?

Cities in Iowa with the most Senior Client Advisor job openings:

What are popular job titles related to Senior Client Advisor jobs in IA?

For Senior Client Advisor jobs in IA, the most frequently searched job titles are:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $60,371 per year, or $29 per hour.

PRS Premier Sr. Client Advisor II

USI Holdings Corporation

Des Moines, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Description and Requirements
General Description: Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal marketing, handling client questions and requests, completing an annual client review with thorough risk assessment of current and future exposures. Required to perform essential functions and meet service standards and Best Practices developed by USI.
Responsibilities:
  • Maintain a minimum of 95% retention of Client Accounts by proactive client engagement to retain accounts; including contacting clients that have moved business by Broker of Record letter to determine why business was lost by USI.
  • Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Consultative approach providing expertise in identifying exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
  • Maintain renewal expirations, avoid any lapse in coverage.
  • Make insurance program recommendations.
  • Respond to underwriters' questions in a timely and professional manner.
  • Prepare proposals and summaries of insurance, as needed.
  • Maintain a high degree of accuracy in agency management and document management systems.
  • Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
  • Identify exposure to loss and recommend appropriate coverage.

Knowledge, Skills and Abilities:
  • 8 years' experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
  • High School Graduate. College degree preferred, but not required.
  • Must hold state Property & Casualty insurance license
  • Hold an industry designation such as ARM, CIC, CPCU, CPRIA or expected to further industry knowledge through courses with intent to pursue an industry designation.
  • Strong written, oral and interpersonal communication skills.
  • Knowledge of Sagitta/WorkSmart preferred, but not required.
  • Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Ability to work in a team environment.
  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
  • Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Actual salary is dependent on skill set and experience, with an opportunity for a monthly incentive bonus, commissions, and equity program. USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare, and financial benefits, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs. USI also offers paid family leave benefits as well as paid holiday time. $85,000 - $100,000.

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