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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 ...

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 ...

Wealth Management Advisor

Newton, 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 ...

Wealth Management Advisor

Altoona, 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 ...

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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Wealth Manager information

See Iowa salary details

$23K

$55.9K

$109K

How much do wealth manager jobs pay per year?

As of Aug 23, 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.

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.

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.

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 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 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 wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.

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 August 2026, with employment types broken down into 100% Full Time. Highlights an 93% In-person, and 7% 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

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago


Job description

Description
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

At Financial Architects Inc, we empower clients to achieve financial clarity and stability through well-structured plans and strategies. As an Entry-Level Wealth Manager, you'll be stepping into a role that values growth, both personally and professionally. You'll learn the essentials of wealth management and financial planning, honing your communication, analytical, and relationship-building skills to become a trusted advisor. You'll be part of a team that believes in collaboration and innovation, offering you the tools and support necessary to thrive.
In this client-facing role, you'll enjoy a flexible schedule, balancing time between our office and remote work. While you'll need to be in the office one to two days a week, the rest of your time will be dedicated to meeting with clients, either in person or virtually. We offer a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k) with up to a three percent match and a pension plan. Join us at Financial Architects Inc, and let's build a rewarding career together.
Responsibilities
• Develop and maintain strong relationships with clients, ensuring their financial goals are met with tailored strategies.
• Conduct comprehensive financial assessments to understand clients' needs and provide personalized advice.
• Collaborate with team members to create innovative financial plans that align with clients' objectives.
• Stay informed about industry trends and regulatory changes to offer clients the most up-to-date advice.
• Schedule and conduct regular client meetings, both in-person and virtually, to review financial plans and adjust as needed.
• Utilize analytical skills to evaluate investment opportunities and recommend suitable options for clients.
• Assist in the preparation of detailed reports and presentations to communicate financial strategies effectively to clients and stakeholders.
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; an 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).