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Wealth Management Associate Jobs in Iowa (NOW HIRING)

Waverly Advisors, LLC

Wealth Advisor

Waverly, IA · On-site

We aren't your typical wealth management firm. Our intense client focus is at the center of ... Communicates to Waverly Client Service Associates and Investment Analysts to perform actions ...

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Wealth Management Associate information

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$10

$18

$31

How much do wealth management associate jobs pay per hour?

As of Jun 16, 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.

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 an entry level job in wealth management?

An entry-level job in wealth management typically includes roles such as Wealth Management Associate or Financial Advisor Trainee, focusing on client service, financial planning support, and investment research. These positions often require strong communication skills, basic financial knowledge, and may involve working under the supervision of experienced professionals to gain industry experience.

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 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.

Can financial advisors make $500,000 a year?

Wealth management associates and financial advisors can earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and often certifications like the CFP or CFA. Income varies widely based on location, firm size, and individual performance.

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

For a Wealth Management Associate, $200,000 can be a significant amount to invest or manage, but whether it is sufficient depends on individual financial goals and the complexity of the portfolio. Financial advisors typically work with clients across a wide range of assets, and many recommend starting with at least $50,000 to $100,000 for personalized services, though some may work with lower or higher amounts. The role involves understanding client needs and developing tailored strategies, regardless of the initial investment size.
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Wealth Management Associate jobs near you
Senior Wealth Strategy Associate

Senior Wealth Strategy Associate

UBS

West Des Moines, IA • On-site

Full-time

Posted 19 days ago

Job description

Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Senior Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working with the Hartlieb, Chleborad, and Morris. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Senior Wealth Strategy Associate, you'll play an important role in in assisting the Financial Advisors in helping the clients meet their financial goals.
Your expertise
• series 7 and 66 licenses
• ideally 3+ years of experience in client service, within the finance sector
• bachelor's degree or equivalent, focusing on business or finance
• excellent communicator, with top-notch interpersonal skills
• demonstrate problem solving skills as well as analytical and organizational skills
• detail oriented and a proficiency in multi-tasking
• desire to learn about financial markets
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US

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