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Wealth Manager Jobs in Riverside, IA (NOW HIRING)

Brakes Plus

Manager in Training

Iowa City, IA · On-site

$52K - $58K/yr

The Manager in Training will be responsible for setting the highest standards of excellence and ... Brakes Plus provides a large selection of benefits that help protect the health, wealth, and well ...

Northwestern Mutual

Financial Advisor

Coralville, IA

$137K - $250K/yr

As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...

Northwestern Mutual

Financial Advisor

Coralville, IA

$137K - $250K/yr

As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...

Northwestern Mutual

Financial Advisor

Coralville, IA · On-site

$61K - $250K/yr

As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...

Northwestern Mutual

Financial Advisor

Coralville, IA

$137K - $250K/yr

As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...

Northwestern Mutual

Financial Advisor

Coralville, IA

$61K - $250K/yr

As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...

Hills Bank

Teller

Iowa City, IA · On-site

$17/hr

Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management. * Participate as part of various retail product campaigns the bank initiates. Assist the office ...

Hills Bank

Teller

Iowa City, IA · On-site

$17/hr

Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management. * Participate as part of various retail product campaigns the bank initiates. Assist the office ...

Hills Bank

Teller

Iowa City, IA · On-site

$17/hr

Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management. * Participate as part of various retail product campaigns the bank initiates. Assist the office ...

Hills Bank

Teller

Iowa City, IA · On-site

$17/hr

Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management. * Participate as part of various retail product campaigns the bank initiates. Assist the office ...

Hills Bank

Teller

Iowa City, IA · On-site

$17/hr

Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management. * Participate as part of various retail product campaigns the bank initiates. Assist the office ...

Hills Bank

Teller

Iowa City, IA · On-site

$17/hr

Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management. * Participate as part of various retail product campaigns the bank initiates. Assist the office ...

Hills Bank

Teller

Iowa City, IA · On-site

$17/hr

Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management. * Participate as part of various retail product campaigns the bank initiates. Assist the office ...

Hills Bank

Teller

Iowa City, IA · On-site

$17/hr

Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management.Participate as part of various retail product campaigns the bank initiates. Assist the office with ...

Hills Bank

Teller

Iowa City, IA · On-site

$17/hr

Give referrals to other departments like Commercial, Home Mortgage, and Trust and Wealth Management.Participate as part of various retail product campaigns the bank initiates. Assist the office with ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Riverside, IA

Wealth Manager information

See Riverside, IA salary details

$23.3K

$56.6K

$110.2K

How much do wealth manager jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth manager in Riverside, IA is $56,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $65,100.00 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.
More about Wealth Manager jobs

What cities near Riverside, IA are hiring for Wealth Manager jobs?

Cities near Riverside, IA with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Riverside, IA as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $56,562 per year, or $27.2 per hour.

Associate Institutional Advisor

First Community Trust

Iowa, IA • On-site

$65K - $75K/yr

Full-time

Re-posted 9 days ago

Job description

Why First Community Trust (FCT)?

We truly believe that people matter. From our clients to our employees, our goal is to make sure we take care of our people first.

FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Our retail and institutional clients entrust FCT to manage over $1.5B of assets on their behalf. FCT is actively pursuing growth initiatives, and we are seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm.

We are seeking a talentedAssociate Institutional Advisor. In this role, you will support our Institutional Division in managing existing client relationships and supporting new business opportunities. Our focus is centered around delivering top-tier service to clients and growing our book of institutional relationships. We provide professional investment management and advisory services to retirement plans, foundations, endowments and businesses. Are you an effective communicator, detail-oriented, client centric, collaborative, and a self-starter? If so, we want to hear from you!

NOTES:

  • Seeking candidates currently living in Iowa (hybrid position).
  • Travel requirements: This position will require travel within Iowa, at least once a quarter, within the first 12 months and potentially more after the first year

What You'll Be Doing

  • Assist in the ongoing administration of retirement plans and institutional clients, enhancing relationships with client contacts (HR and Executives).
  • Support the creation and delivery of enrollment and education programs for retirement plan participants, helping them understand their investment options and retirement readiness.
  • Partner with Institutional SVP on the creation and execution of outreach sales prospecting campaigns.
  • Serve as a relationship-oriented sales support partner by helping respond to client, participant and prospect needs, coordinating follow-up, and supporting warm business development activity without being responsible for outbound cold calling.
  • Prepare and support marketing materials, sales presentations, prospect proposals, quarterly reports and client reviews.
  • Keep up to date on retirement plan regulations and perform activities that follow policies and procedures, maintaining compliance with ERISA and OCC regulations.
  • Participate in client meetings to build rapport and establish understanding of the Institutional Advisor role.
  • Serve as a primary point of contact for participant service requests, such as distributions, account changes and investment-related inquiries.
  • Work effectively with FCT staff and support other projects as assigned.

Who You Are

  • Bachelor's degree in finance, business or related field.
  • 1 to 3 years of relevant experience and knowledge in retirement plans, financial planning and/or wealth management - previous experience in sales and support of prospecting activities is a plus.
  • Comfortable engaging directly with institutional clients, retirement plan participants and prospects in a professional, service-minded way, with the curiosity and initiative to support relationship growth and new business opportunities.
  • Experience with investments and reporting software is preferred, but licensing is not required.
  • Ability to manage competing priorities and multi-task effectively.
  • Experience with CRM programs to track new business activity.
  • Proficiency in Microsoft Office (i.e., Excel, Word, PowerPoint).
  • Exceptional interpersonal skills including oral and written communication. Strong attention to detail and conceptual and cognitive skills.
  • Self-motivated with the ability to work independently and with a team
  • High level of integrity, professionalism, and ability to handle sensitive information with confidentiality.