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Wealth Manager Jobs in Iowa (NOW HIRING)

Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in ...

Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in ...

Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in ...

Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and ...

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 ...

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 ...

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 ...

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

New

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

New

Wealth Management Advisor

Pella, IA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

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Showing results 1-20

Wealth Manager information

See Iowa salary details

$23K

$55.9K

$109K

How much do wealth manager jobs pay per year?

As of Aug 3, 2026, the average yearly pay for wealth manager in Iowa is $55,910.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $64,300.00 per year, depending on experience, location, and employer.

How do Wealth Managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

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

As a wealth manager, working with clients who have $200,000 or more in assets is common, but the amount needed to engage a financial advisor varies based on the advisor's fee structure and services. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur approximately $2,000 annually. Some firms offer fee-only or flat-fee options suitable for clients with this level of assets.

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

While exact numbers vary, a small percentage of financial advisors, including wealth managers, earn $500,000 or more annually. Achieving this level typically requires extensive experience, a strong client base, and often specialization in high-net-worth individuals, along with certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher income levels through performance-based bonuses and commissions.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced professionals with certifications like the Certified Financial Planner (CFP) can earn higher salaries, especially when managing high-net-worth clients.

What Does a Wealth Manager Do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What exactly does a wealth manager do?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

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

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
What are the most commonly searched types of Wealth jobs in Iowa? The most popular types of Wealth jobs in Iowa are:
What are popular job titles related to Wealth Manager jobs in Iowa? For Wealth Manager jobs in Iowa, the most frequently searched job titles are:
What cities in Iowa are hiring for Wealth Manager jobs? Cities in Iowa with the most Wealth Manager job openings:
Infographic showing various Wealth Manager job openings in Iowa as of July 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $55,910 per year, or $26.9 per hour.

Entry-Level Wealth Manager

Financial Architects Inc

Des Moines, IA • On-site

$39K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 21 days ago


Job description

Description
Financial Architects is growing quickly, and we're adding an Entry-Level Wealth Manager who is eager to have a long-term career in financial services. This is a client-facing role where you'll learn the fundamentals of wealth management and financial planning while developing the communication, analytical, and relationship-building skills needed to become a trusted advisor.
Important Location Note
We can only hire candidates who currently reside in Iowa. There are no territory restrictions-once licensed, you can serve clients anywhere in the U.S.
This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1-2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.
Benefits Include:
  • Medical, Dental, Vision
  • Flexible Spending Account (FSA)
  • Short & Long-Term Disability
  • Group Life and AD&D
  • 401(k) with up to 3% match
  • Pension Plan

Responsibilities
What You'll Do
• Build relationships with clients in your community and beyond
• Learn to assess financial needs and develop customized strategies
• Participate in ongoing training, mentorship, and coaching
• Expand a client base through networking, referrals, and community outreach
• Provide recommendations across financial products and planning solutions
• Create and update financial plans based on life stage and goals
• Stay organized, coachable, and committed to professional development
Qualifications
What We're Looking For
• Self-starter with strong work ethic and a desire to learn
• Comfortable talking to people and building long-term relationships
• Interested in a career with flexibility, growth, and meaningful impact
• Strong communication skills; analytical mindset is a plus
• Bachelor's degree in business, finance, or related field required
• Familiarity with Microsoft Office/Google Suite/CRM tools is helpful
• FINRA Series 7 & 63/66 is a plus (not required to apply)