Top 36 Wealth management Jobs in Clive, Ia

Associate Financial Advisor
TPM Placement —Des Moines, IA
- $80,000 - $90,000 a year
- Full-time
- Background check
- Data analysis skills
- Mid-level
- Health insurance
- Dental insurance
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Wealth Management Trainee (IA)
Bankers Life —West Des Moines, IA
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Associate Wealth Advisor
Mariner Wealth Advisors —West Des Moines, IA
- $75,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
6d
Wealth Advisor
Mariner Wealth Advisors —West Des Moines, IA
- $75,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Office
Financial Consultant
WealthBridge Financial Group —Clive, IA
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Service Advisor
BGM Group —West Des Moines, IA
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Business development
- Bachelor's degree
- Health savings account
- Paid holidays
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Pricing Actuary - AI Trainer
DataAnnotation —Des Moines, IA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
PWM Wealth Strategist
U.S. Bank National Association —Des Moines, IA
- $159,970 - $188,200 a year
- Full-time
- CPA
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
2d
Private Wealth Advisor
U.S. Bank National Association —Des Moines, IA
- $124,695 - $161,370 a year
- Full-time
- 8 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
1d
Wealth Management Consultant
Royal Bank of Canada —Clive, IA
- $90,000 - $160,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
WM Affluent Banker
U.S. Bank National Association —West Des Moines, IA
- $86,360 - $111,760 a year
- Full-time
- 5 years
- Writing skills
- Business development
- Paid holidays
- Disability insurance
Financial Advisor
New York Life Iowa General Office —Des Moines, IA
- $50,000 - $70,000 a year
- Full-time
- Basic math
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
Asset & Wealth Management - Renewable Energy Tax Senior Manager
PRICE WATERHOUSE COOPERS —Des Moines, IA
- $124,000 - $335,000 a year
- 6 years
- CPA
- Analysis skills
- Profit sharing
- Paid holidays
Asset & Wealth Management - Tax Senior Manager
PRICE WATERHOUSE COOPERS —Des Moines, IA
- $124,000 - $335,000 a year
- CPA
- 5 years
- Bachelor's degree
- Paid holidays
- Health insurance
Tax Manager - Private Wealth
Deloitte —Des Moines, IA
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research

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Associate Financial Advisor

TPM Placement
Des Moines, IA

Quick Apply

Job Details

Full-time
$80,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Retirement plan

Qualifications

Teamwork
Bachelor's degree
Organizational skills
Financial services
Time management

Full Job Description

Associate Financial Advisor

Location: West Des Moines, Iowa

Status: Full-time, in-office

Compensation: $80K-$90K

Are you a developing Wealth Management professional who wants a clear path to becoming a successful Associate Financial Advisor within a successful firm? Do you want the freedom to work on meaningful, comprehensive planning work while also having an impact on the growth of the firm?

We are an independent wealth management firm with more than 40 years of combined experience in financial planning. We build truly holistic plans for our clients that combine investment management, tax planning, trust and estate planning, and insurance analysis. Our team’s commitment to our core values – compassion, accountability, simplicity, transparency, and flexibility – forms the bedrock of our practice. We believe there is no higher honor than safeguarding our clients’ financial futures through sound, no-nonsense planning driven by their unique goals and needs.

We’re excited to share an opportunity for an Associate Financial Advisor to join our growing team. This is a dual-focus role: approximately 60% of your time will be devoted to servicing and deepening an assigned book of existing client relationships, while the remaining 40% will be dedicated to business development – growing the firm by cultivating new relationships and expanding our reach in the community. If you’re someone who genuinely loves working with clients and has a natural aptitude for connecting with new people and building opportunities, this role was built for you.

You'll be mentored directly by our firm's top advisors, including the founders, learning their approach firsthand and sitting in as second chair at client meetings. Throughout your first year, you'll earn the required Wealth Management licenses, and by year's end, you'll be managing clients of your own.

The Attributes We Look For

Desire to be a long-term contributing member of the team and firm
A sincere commitment to earning each client’s trust by doing what’s best for them
Exceptional listening and communication skills, with a genuine curiosity about people
Strong financial planning knowledge across investments, retirement, tax, and estate topics
A natural aptitude for business development – someone who enjoys meeting new people and building relationships that turn into opportunities
Humility and high responsiveness toward client needs
A self-starter mindset with strong time management and the ability to balance competing priorities
Careful attention to detail combined with the ability to move work forward efficiently
Firm commitment to compliance, process, and operational excellence
Ability to work autonomously within areas of responsibility, as well as collaboratively with the broader team
Flexibility and openness to new ideas, with a willingness to adapt and innovate
Strong interpersonal skills and the ability to build rapport easily with clients, colleagues, and community contacts

What You Can Expect to Do

Client Service (approximately 60%)

Build and maintain strong client relationships by understanding each client’s unique goals, connections, and personal interests
Collaborate closely with the founding partners to deliver firm-wide initiatives and client service excellence
Conduct at least annual reviews of each client’s income, assets, and plan to ensure recommendations remain current and aligned
Rebalance client portfolios in accordance with the firm’s investment criteria and using approved tools
Maintain detailed records and diligent follow-through on all client activities and next steps
Uphold the firm’s fiduciary commitment through sound judgment and ethical decision-making
Comply with all FINRA/SEC/Commonwealth compliance requirements and maintain continuing education obligations

After One Year

Take the lead client relationships, providing holistic planning and proactive, high-touch communication
Lead client meetings, analyze financial data, and develop customized recommendations across investments, retirement, tax, insurance, and estate planning

Business Development (approximately 40%)

Cultivate and manage a network of Centers of Influence (COIs) – including attorneys, CPAs, and other professionals – to generate and nurture referral relationships
Develop and implement a personal business development strategy aligned with the firm’s growth goals and values
Represent the firm at networking events, community outreach activities, and professional associations to build visibility and relationships
Identify and pursue opportunities to deepen relationships with existing clients to generate referrals to friends, family, and colleagues
Qualify prospective clients and manage initial conversations through to a first meeting with the advisory team
Use the firm’s CRM to maintain current records on all prospects, pipeline activity, and outreach efforts
Participate in internal strategy sessions to refine the firm’s business development approach and share what’s working
Continuously expand your knowledge of the firm’s services and ideal client profile to communicate our value proposition with clarity and confidence

Professional Advantages

No sales quotas or proprietary product requirements – your only obligation is to do right by clients
Collaborative team environment with direct access to experienced, successful founding partners
A clear path to grow your impact within an expanding, fiduciary-driven independent practice
Professional development and continuing education support
The satisfaction of building something meaningful at a firm that genuinely cares about its clients and its people

Qualifications

Minimum of 2–5 years of experience in financial planning or wealth management, with 1-3 years in a client-facing role
Bachelor’s degree required
Willingness to obtain the Series, 7 and Series 66 (within a year)
Demonstrated aptitude for or experience in business development, relationship management, or practice growth preferred
Proficiency with planning and CRM tools; RightCapital and Advisor360 experience preferred
Strong communication, interpersonal, and organizational skills
Demonstrated ability to balance multiple priorities while maintaining accuracy and client focus

We welcome a diverse pool of applicants from various backgrounds and encourage you to apply to learn more about what our firm offers and whether it might be a great fit for both of us. We look forward to meeting you!

Pay: $80,000.00 - $90,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

wealth management jobs in clive, ia

Associate Financial Advisor

Wealth Management Trainee (IA)

Associate Wealth Advisor

Wealth Advisor

Financial Consultant

Service Advisor

Pricing Actuary - AI Trainer

PWM Wealth Strategist

Private Wealth Advisor

Wealth Management Consultant

WM Affluent Banker

Financial Advisor

Asset & Wealth Management - Renewable Energy Tax Senior Manager

Asset & Wealth Management - Tax Senior Manager

Tax Manager - Private Wealth

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