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Wealth Manager Jobs in Iowa (NOW HIRING)

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically ...

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically ...

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

Tax Manager - Private Wealth

Des Moines, IA

$108K - $142K/yr

Recruiting for this role ends on May 31, 2027 Work You'll Do As a Tax Manager in our Private Wealth Tax practice, you'll lead high-quality reviews of tax research, workpapers, and tax returns across ...

Tax Manager - Private Wealth

Davenport, IA · On-site

$105K - $138K/yr

Recruiting for this role ends on May 31, 2027 Work You'll Do As a Tax Manager in our Private Wealth Tax practice, you'll lead high-quality reviews of tax research, workpapers, and tax returns across ...

Administer various wealth management accounts including Estates, Estate Agencies, Personal Trusts, Conservatorships, Insurance Trusts, Charitable and Donor Advised Trusts, all types of IRAs ...

Administer various wealth management accounts including Estates, Estate Agencies, Personal Trusts, Conservatorships, Insurance Trusts, Charitable and Donor Advised Trusts, all types of IRAs ...

Showing results 41-60

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.

Wealth Management Compliance Director

Security National Bank of South Dakota

Sioux City, IA • On-site

$90 - $120/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago


Job description

YOUR OPPORTUNITY: WEALTH MANAGEMENT COMPLIANCE DIRECTOR

At Security National Bank, we believe that everything matters—especially when it comes to trust, compliance, and protecting our clients. As a Wealth Management Compliance Director, you will play a critical leadership role in ensuring our Trust Division operates with integrity, accuracy, and adherence to regulatory standards.

This position sits at the intersection of compliance, risk management, and client service. You’ll help guide the division through evolving regulations, lead key initiatives like disaster recovery and risk assessments, and support both internal teams and clients with your expertise. If you’re driven by precision, accountability, and the opportunity to influence meaningful outcomes, this is your chance to make a lasting impact.

Responsibilities
  • Monitor and interpret OCC and other regulatory requirements, providing guidance to ensure Trust Division compliance
  • Review new and proposed regulations and recommend policy or procedure updates
  • Coordinate regulatory exams (internal, external, and OCC) and support audit readiness
  • Lead compliance training efforts, including BSA/AML, information security and other required enterprise programs
  • Develop, maintain, and test the Division’s Disaster Recovery Program annually
  • Chair the Trust Risk Management Committee, including agenda-setting, follow-up, and reporting
  • Oversee Division risk assessments, coordinate and ensure testing of the mitigation controls is completed, and ensure alignment with enterprise risk management practices
  • Partner with leadership and staff to implement policies, monitor compliance, and drive continuous improvement
  • Review and update policies, contracts, and procedures to meet regulatory standards
  • Conduct vendor compliance reviews and present findings to the Bank Risk Committee
  • Support trust account administration activities, including documentation review, reporting, and compliance oversight
  • Contribute to business development efforts and represent the bank in professional and community settings
  • Participate in Wealth Management leadership planning and strategic decision‑making
Qualifications
  • Deep understanding of regulatory frameworks affecting trust and fiduciary services (OCC, BSA/AML, Regulation R, Regulation 9)
  • Strong analytical and problem‑solving skills, with the ability to interpret complex regulations and apply them practically
  • Proven ability to manage compliance programs, audits, and risk assessments
  • Effective communicator who can clearly translate regulatory requirements into actionable guidance
  • Leadership skills with experience mentoring, coaching, and managing staff
  • Highly organized with the ability to manage multiple priorities and deadlines
  • Collaborative mindset with the ability to work across departments and influence outcomes
  • Commitment to delivering excellent client service while maintaining strict compliance standards
Education & Experience
  • Bachelor’s degree or equivalent work experience required
  • Minimum of 5 years of professional office or related experience
Hours

Regular business hours, Monday through Friday.

Benefits

We offer a comprehensive benefit package to our employees including medical, dental, vision, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

About Security National Bank

Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time‑tested principles of integrity, honor, open‑mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis —and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time‑tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

Security National Bank is an Equal Opportunity, affirmative action employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

Learn More

https://www.snbonline.com/mattertoday

Location

Main Bank

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