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Wealth Management Associate Jobs in Iowa (NOW HIRING)

Hills Bank

Wealth Management Associate

Marion, IA · On-site

The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

$14.50 - $20/hr

The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account ...

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$70K - $125K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

UMB Financial

Wealth Advisor

Dubuque, IA · On-site

$57K - $90K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Wealth Advisor

Dubuque, IA · On-site

$57K - $90K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

TIAA

Senior Director, Wealth Management - Iowa

Ames, IA · On-site

$155K - $180K/yr

Wealth Management The Wealth Management Director job leads an integrated team of advisors for a ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for wealth management associate in Iowa is $18.66, according to ZipRecruiter salary data. Most workers in this role earn between $13.99 and $19.42 per hour, depending on experience, location, and employer.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
What are the most commonly searched types of Wealth Management jobs in Iowa? The most popular types of Wealth Management jobs in Iowa are:
What are popular job titles related to Wealth Management Associate jobs in Iowa? For Wealth Management Associate jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Wealth Management Associate jobs in Iowa look for? The top searched job categories for Wealth Management Associate jobs in Iowa are:
What cities in Iowa are hiring for Wealth Management Associate jobs? Cities in Iowa with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Wealth Management Associate

Wealth Management Associate

Hills Bank

Marion, IA • On-site

Full-time

Posted 3 days ago

Job description

SCHEDULE: Full-time: Typical hours are Monday-Friday 8:00am-5:00pm
LOCATION: 3204 7th Ave, Marion, IA 52302
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!
SCOPE:
The Hills Bank Trust and Wealth Management department provides a broad range of financial services to help clients manage, grow and protect their wealth.
The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account management. You'll gain valuable hands-on experience working alongside leading professionals in the disciplines of financial planning, retirement planning, investments and trust services.
The primary focus for this position is partnering with Wealth Management Officers in development of new client opportunities, expanding existing relationships (wealth management and overall banking) and retention of current customers. Collaborative teaming and partnering is a necessary requirement of this position to ensure positive perspective and existing customer experiences and demonstrate the depth of the Trust and Wealth Management Department. Wealth Management Associates are expected to support other Trust and Wealth Management Officers with business development and ongoing account administration, including developing and implementing personalized financial plans, monitoring of client investment portfolios managed by the Bank and other client administrative responsibilities to ensure smooth day-to-day client experiences and supporting department and bank growth.
ACCOUNTABILITIES:
Wealth Management and Business Development Support (60%)
  • Solve complex account issues that require extensive analysis while moving through different scenarios and systems. You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations.
  • Assist customers with establishing new accounts and initiating funding and rollover transactions.
  • Communicate directly with customers and internal colleagues to ensure the execution of customer deliverables and progress towards Hills Bank's goals.
  • Assist in the creation and updating of prospect and customer financial plans and investments analyses.
  • Utilize software and tools that facilitate financial planning
  • Gather data and create reports that are utilized by the department and its committees.
  • Enhance and maintain Hills Bank's reputation as an area leader in wealth management.
  • Note and verify significant information as required by Hills Bank policy and procedure. Ensure that Hills Bank procedures are followed.
  • Maintain confidentiality of customer account information.

Account Administration (40%)
  • Administer various wealth management accounts including all types of IRAs and Individual Portfolios as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.
  • Work with investment officers to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
  • Resolve a high volume of customer inquiries in a timely manner while providing exceptional customer service.
  • Perform annual account and investment reviews for each assigned account.
  • Ensure that transactions in accounts under their direct administration are given proper tax codes, have a general knowledge of tax rules.

EDUCATION AND SPECIAL REQUIREMENTS:
  • Associate degree or equivalent combination of education and wealth management experience.
  • Minimum of one year of experience with wealth management, private banking, financial planning, investment or trust administration.
  • Proficiency in basic office skills, including computer use, communication, and standard office equipment.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABILITY

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