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Wealth Advisor Associate Jobs in Iowa (NOW HIRING)

TIAA

Wealth Management Advisor - Ames, IA

Ames, IA

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Nuveen

Wealth Management Advisor - Ames, IA

Ames, IA · On-site

$85 - $110/hr

**Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

New

TIAA

Wealth Management Advisor - Ames, IA

Ames, IA · On-site

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Integritymarketing

Wealth Services Associate

Urbandale, IA · On-site

$15 - $20/hr

The Role The Wealth Service Associate will develop a full understanding of data flow through Black ... Serve as a key point of contact for Advisors regarding account and transaction review as well as ...

TIAA

Senior Director, Wealth Management - Iowa

Ames, IA

$155K - $180K/yr

Ensures client facing advisors are utilizing TIAA's broad range of resources, including estate ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

UMB Financial

Trust Sales Advisor

Dubuque, IA

$110K - $235K/yr

The UMB Private Wealth Trust Sales Advisor(PWTSA)is responsible forbuilding and managing client ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Deloitte

Tax Senior - Private Wealth

Des Moines, IA · On-site

$79K - $98K/yr

Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP ... If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ...

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Showing results 21-40

All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Iowa

Wealth Advisor Associate information

See Iowa salary details

$36.2K

$63.1K

$105.7K

How much do wealth advisor associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for wealth advisor associate in Iowa is $63,078.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $77,500.00 per year, depending on experience, location, and employer.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

What are the key skills and qualifications needed to thrive as a wealth advisor associate?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is the difference between Wealth Advisor Associate vs Financial Advisor?

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

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

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

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

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

What cities in Iowa are hiring for Wealth Advisor Associate jobs?

Cities in Iowa with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $63,078 per year, or $30.3 per hour.

Operations Associate, Wealth

Integrity Marketing Group

Des Moines, IA • On-site

Full-time

Re-posted 12 days ago

Integrity Marketing Group rating

7.7

Company rating: 7.7 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

17th of 52 rated marketing agency

Job description

The Role
As an Operations Associate, Wealth Services, you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth technology platforms, including Black Diamond, Salentica, CRM Wealth Platform, and RCI.
In this highly collaborative role, you will be a trusted resource for advisors, helping them navigate systems, resolve complex issues, and optimize platform functionality. You will work closely with internal teams and external partners to support onboarding, training, data integrity, and operational excellence across the wealth services organization.
This position is ideal for a detail-oriented professional who enjoys problem solving, building relationships, and leveraging technology to create a seamless advisor experience.
Essential Job Functions, other duties assigned
Advisor Support & Relationship Management
  • Serve as a primary point of contact for advisors regarding platform functionality, navigation questions, account reviews, and transaction-related inquiries.
  • Resolve complex service requests and escalated issues while ensuring a high-quality advisor experience.
  • Act as a liaison between advisors, internal teams, and business partners to facilitate timely issue resolution.
Training & User Enablement
  • Deliver virtual and in-person training sessions, webinars, and development programs for advisors, Registered Representatives, and Investment Advisor Representatives.
  • Provide one-on-one coaching and support to users as needed.
  • Assist with onboarding new users by setting up system access and ensuring a smooth transition onto wealth platforms.
Platform Administration & Data Management
  • Maintain user accounts, permissions, security rights, and group assignments across supported systems.
  • Manage the flow of data between Black Diamond and related platforms, ensuring information is accurate, complete, and up to date.
  • Monitor and maintain data integrity through regular audits, updates, and validation activities.
Operational Support & Project Coordination
  • Review and triage advisor service tickets, routing requests to the appropriate teams and stakeholders.
  • Coordinate account assignments, household setup, and workload distribution across teams.
  • Track, monitor, and report on project status, training effectiveness, webinar feedback, and operational initiatives.
  • Prepare reporting and documentation related to customer satisfaction, platform usage, and team performance metrics.

Knowledge, Skills, and Abilities
  • Commitment to demonstrating company core values.
  • Exceptional written and verbal communication skills.
  • Strong active listening skills with the ability to understand advisor needs and deliver effective solutions.
  • Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Strong analytical and problem-solving abilities.
  • Ability to collaborate across departments and coordinate efforts among multiple stakeholders.
  • High level of attention to detail and commitment to accuracy.
  • Experience reviewing, validating, and managing large data sets.
  • Understanding of broker-dealer and RIA business processes and operational workflows.

Experience and Education
Experience:
  • 3-5 years of experience in Financial Services, Wealth Management, or a related industry.
  • Experience working with wealth reporting, CRM, or advisor technology platforms.
  • Experience supporting platforms such as Pershing, Schwab, Fidelity, or similar custodial and wealth management systems.
  • Hands-on experience with Black Diamond or a comparable portfolio reporting platform is required.

Education:
Four-year college or university program certificate in Business, Finance or related field; or equivalent combination of education and experience.
Licensing:
None
Physical Requirements
Office Position
Travel
10%
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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