ZipRecruiter

Log In

1

Senior Wealth Strategy Associate Jobs in Iowa (NOW HIRING)

UMB Financial

Trust Sales Advisor

Dubuque, IA

$110K - $235K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... of wealth strategy planning goals andobjectives. * You will lead a proactive, high-touch ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Carson Group

Wealth Advisor- Cedar Rapids, IA

Cedar Rapids, IA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Understand Bucketing, Investment and Tax Strategies utilized * Demonstrate exceptional active ... Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and ...

UMB Financial

Trust Officer Sr

Dubuque, IA

$117K - $173K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Provides solution-oriented planning for clients and coordination of wealth strategy planning goals ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

KSI

Senior Client Relationship Associate

Coralville, IA · On-site

$36K - $45K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Coralville, IA | On-site A well-established, relationship-driven wealth management practice in the Coralville area is seeking a Senior Client Relationship Associate (Client Service Associate) to join ...

KSI

Senior Client Relationship Associate

Coralville, IA · On-site

$36K - $45K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Coralville, IA | On-site A well-established, relationship-driven wealth management practice in the Coralville area is seeking a Senior Client Relationship Associate (Client Service Associate) to join ...

KSI

Senior Client Relationship Associate

Coralville, IA · On-site

$36K - $45K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Coralville, IA | On-site A well-established, relationship-driven wealth management practice in the Coralville area is seeking a Senior Client Relationship Associate (Client Service Associate)to join ...

UMB Financial

Trust Officer Sr

Dubuque, IA

$91K - $196K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Provides solution-oriented planning for clients and coordination of wealth strategy planning goals ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Accounting Fly

Remote Tax Senior

Cedar Rapids, IA · Remote

$80K - $100K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

... solutions that protect their wealth. Key Responsibilities * Tax Review & Prep: Oversee the ... You are a strategic thinker who enjoys the "advisory" side of tax and thrives in a 100% virtual ...

previous pagenext page

Showing results 21-40

All JobsWealth Strategy Associate JobsSenior Wealth Strategy Associate JobsSenior Wealth Strategy Associate Jobs in Iowa

Senior Wealth Strategy Associate information

See Iowa salary details

$27.2K

$69.7K

$124.9K

How much do senior wealth strategy associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for senior wealth strategy associate in Iowa is $69,692.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,800.00 and $89,200.00 per year, depending on experience, location, and employer.

How does a senior wealth strategy associate typically collaborate with financial advisors and clients to develop customized wealth management plans?

A Senior Wealth Strategy Associate regularly partners with financial advisors to analyze clients’ financial situations, identify their goals, and design tailored wealth management strategies. They often participate in client meetings, presenting insights on estate planning, tax optimization, and asset allocation. The role requires clear communication and close collaboration with both internal teams and external partners, ensuring that each plan aligns with the client's unique objectives and complies with current regulations. This collaborative approach not only deepens client relationships but also enhances the overall effectiveness of the wealth management team.

What does a senior wealth strategy associate do?

A Senior Wealth Strategy Associate works with high-net-worth clients to develop and implement comprehensive financial strategies. They assist in managing investment portfolios, estate planning, tax optimization, and risk management. Their role often involves collaborating with advisors, conducting research, preparing client presentations, and ensuring that clients’ wealth management objectives are met efficiently. They also stay updated on market trends and regulations to provide informed guidance and support for complex financial decisions.

What is the difference between Senior Wealth Strategy Associate vs Wealth Strategy Associate?

AspectSenior Wealth Strategy AssociateWealth Strategy Associate
Required CredentialsBachelor's degree, CFP or similar certifications often preferredBachelor's degree, some certifications optional
Work EnvironmentMore client-facing, strategic planning, mentorship rolesSupport role, research, data analysis
Employer & Industry UsageFinancial advisory firms, private banks, wealth managementEntry to mid-level roles in similar firms

The main difference between a Senior Wealth Strategy Associate and a Wealth Strategy Associate lies in experience, responsibilities, and client interaction. Senior associates typically handle more complex planning, have leadership duties, and may mentor junior staff, whereas associates focus on research and supporting senior staff. Both roles are common in wealth management firms and require relevant certifications and industry knowledge.

What are the key skills and qualifications needed to thrive as a senior wealth strategy associate, and why are they important?

To thrive as a Senior Wealth Strategy Associate, you need expertise in financial planning, investment analysis, and wealth management, typically supported by a bachelor’s degree in finance or a related field and often certifications like the CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is commonly required. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help build client trust and foster long-term relationships. These skills and qualities are crucial for delivering tailored financial strategies that meet clients’ goals and ensure satisfaction in a competitive industry.

What are popular job titles related to Senior Wealth Strategy Associate jobs in Iowa?

For Senior Wealth Strategy Associate jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Senior Wealth Strategy Associate jobs in Iowa look for?

The top searched job categories for Senior Wealth Strategy Associate jobs in Iowa are:

Senior Wealth Strategy Associate jobs near you
Infographic showing various Senior Wealth Strategy Associate job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $69,692 per year, or $33.5 per hour.

Trust Sales Advisor

UMB Financial

Dubuque, IA

$110K - $235K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

Job description

The UMB Private Wealth Trust Sales Advisor(PWTSA)is responsible forbuilding and managing client relationships with Private Wealth's ultra-high net worth Trust market segment.The PWTSA will grow and service an existing book of clients including many of PWM's high-profile and more complex client relationships,in particularthose requiring complex trust administration.

This role willidentifyopportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our mosthighly-complexand high-value client's Trust and Investment Management accounts.

Howyou'llspend your time:

  • You will source and develop high-net-worth client relationships through networking, referrals, and targeted outreach.
  • You will steer administration of Client's wealth and trust accounts by beingtrustedpartner.
  • You will lead high performance service delivery to clients by coordinating team delivering services.
  • You will manage and expand high-profile client relationships.
  • You will provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals andobjectives.
  • You will lead a proactive, high-touch communication plan for all clients.
  • You will provide wealthmanagementsubject matterexpertise.
  • You willparticipatein and attend meetings and functions as assigned.
  • You will create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals.
  • You will serve as the primary driver of new trust relationships for the market.
  • You will coordinate and assign the team members of new trustrelationshipstransitioning those accounts to those team members.
  • Other duties as assigned.

We'reexcited to talk to you if...

  • YoupossessaBachelor'sdegree.
  • You have10+ years' experience in wealth management for HNW and UHNW clients, or combination of education and experience that provides an equivalent background.
  • You have experience in Complex Trust Administration.
  • You understandBusiness Development & COI Development.
  • YoupossessLeadership Skills.
  • You havea high levelof emotional intelligence.
  • Youdemonstrateexcellent communication and presentation skills.
  • You are an expert on wealth management issues pertinent to UHNW families.
  • Youhave goodrelationship management skills.
  • You have the ability to address client concerns and needs.
  • You demonstrate understanding of investment strategiesutilizedby UHNW clients.
  • Youdemonstrateunderstanding oftaxchallenges of UHNW clients.
  • You show familiarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management.
  • Youdemonstrateextensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning).
  • Youhave the ability toidentifyand find solutions for unique assets of UHNW clientincluding,commercial properties, LLCs, oil and gas, alternative energy,ranchand farm properties.

Bonus pointsif...

  • You have one or more of the following credentials: MBA, CFA, CFP, CPA, CTFA, or JD.
  • You have supervisory or team leadership experience.
  • You have5+ years indemonstratedsales position.
  • You are active in community and professional organizations; considered a leader in the community.
  • You have experience drafting complex estate plans for ultra-high-net-worth individuals.

Work Environment

Hybrid. Travel as needed.

Supervision/Management: No direct management responsibilities

*This person could office in IL, IA, MN or WI .*

Compensation Range:

$110,250.00 - $235,810.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Apply