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Senior Client Advisor Jobs in Iowa (NOW HIRING)

Pwc

Partner Tax Preparation Advisor Senior Manager

Des Moines, IA · On-site

$91K - $321K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct ... As a Senior Manager you are expected to lead large projects, innovate processes, and maintain ...

Foth

Project Director

Des Moines, IA · On-site +1

$155K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This role leads complex, multi discipline capital projects while serving as a trusted advisor to ... Serve as the senior client interface for major capital programs, leading scope definition ...

Accenture

Utilities ERCS Principal Director

Des Moines, IA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Proven ability to operate as a senior client advisor , with a track record of building and sustaining relationships with executive stakeholders and influencing strategic decisions. * Strong ...

Accenture

CFOEV Finance Transformation Senior Manager

Des Moines, IA · On-site

$106K - $144K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... client buy-in. * Be a trusted advisor to senior leadership. * Encourage innovation from team ... members; support their ideas and career goals. * Create strategies and blueprints that use advanced ...

CBI Bank & Trust

VP, Regional Senior Trust Officer

Bettendorf, IA · On-site

$100K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The VP, Regional Senior Trust Officer serves as a trusted advisor to clients and beneficiaries ... Participate in client, community, and educational events to enhance visibility and strengthen ...

Gallagher

Client Manager

Cedar Rapids, IA

Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce ... Build and strengthen relationships with senior buyers and day-to-day client representatives.

Accenture

Commercial Credit/ nCino Manager

Des Moines, IA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Become a trusted advisor for C-suite clients looking to solve critical business problem. * Drive ... Demonstrated experience developing and managing relationships with senior client executives.

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Showing results 41-60

All JobsClient Advisor JobsSenior Client Advisor JobsSenior Client Advisor Jobs in Iowa

Senior Client Advisor information

See Iowa salary details

$15

$29

$55

How much do senior client advisor jobs pay per hour?

As of Aug 13, 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.

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 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.

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 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.
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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:
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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.

Associate Institutional Advisor

First Community Trust

Iowa, IA • On-site

$65K - $75K/yr

Full-time

Re-posted 28 days ago

Job description

Why First Community Trust (FCT)?

We truly believe that people matter. From our clients to our employees, our goal is to make sure we take care of our people first.

FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Our retail and institutional clients entrust FCT to manage over $1.5B of assets on their behalf. FCT is actively pursuing growth initiatives, and we are seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm.

We are seeking a talentedAssociate Institutional Advisor. In this role, you will support our Institutional Division in managing existing client relationships and supporting new business opportunities. Our focus is centered around delivering top-tier service to clients and growing our book of institutional relationships. We provide professional investment management and advisory services to retirement plans, foundations, endowments and businesses. Are you an effective communicator, detail-oriented, client centric, collaborative, and a self-starter? If so, we want to hear from you!

NOTES:

  • Seeking candidates currently living in Iowa (hybrid position).
  • Travel requirements: This position will require travel within Iowa, at least once a quarter, within the first 12 months and potentially more after the first year

What You'll Be Doing

  • Assist in the ongoing administration of retirement plans and institutional clients, enhancing relationships with client contacts (HR and Executives).
  • Support the creation and delivery of enrollment and education programs for retirement plan participants, helping them understand their investment options and retirement readiness.
  • Partner with Institutional SVP on the creation and execution of outreach sales prospecting campaigns.
  • Serve as a relationship-oriented sales support partner by helping respond to client, participant and prospect needs, coordinating follow-up, and supporting warm business development activity without being responsible for outbound cold calling.
  • Prepare and support marketing materials, sales presentations, prospect proposals, quarterly reports and client reviews.
  • Keep up to date on retirement plan regulations and perform activities that follow policies and procedures, maintaining compliance with ERISA and OCC regulations.
  • Participate in client meetings to build rapport and establish understanding of the Institutional Advisor role.
  • Serve as a primary point of contact for participant service requests, such as distributions, account changes and investment-related inquiries.
  • Work effectively with FCT staff and support other projects as assigned.

Who You Are

  • Bachelor's degree in finance, business or related field.
  • 1 to 3 years of relevant experience and knowledge in retirement plans, financial planning and/or wealth management - previous experience in sales and support of prospecting activities is a plus.
  • Comfortable engaging directly with institutional clients, retirement plan participants and prospects in a professional, service-minded way, with the curiosity and initiative to support relationship growth and new business opportunities.
  • Experience with investments and reporting software is preferred, but licensing is not required.
  • Ability to manage competing priorities and multi-task effectively.
  • Experience with CRM programs to track new business activity.
  • Proficiency in Microsoft Office (i.e., Excel, Word, PowerPoint).
  • Exceptional interpersonal skills including oral and written communication. Strong attention to detail and conceptual and cognitive skills.
  • Self-motivated with the ability to work independently and with a team
  • High level of integrity, professionalism, and ability to handle sensitive information with confidentiality.