Top 338 Finance Jobs in Des Moines, Ia

Client Service Advisor
Clarity Wealth Advisors - Northwestern Mutual —West Des Moines, IA
- $70,000 - $90,000 a year
- Full-time
- Background check
- Data analysis skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Insurance Premium Auditor
Information Providers, Inc —Des Moines, IA
- $40,000 - $50,000 a year
- Full-time
- Computer literacy
- Analysis skills
- Accounting
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Central Iowa/Des Moines/Ames/Fort Dodge
Thrivent —Des Moines, IA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Private Banking Relationship Manager
GreenState Credit Union —Clive, IA
- $124,938.84 - $146,067.74 a year
- Full-time
- 7 years
- Finance
- Business development
1d
Financial Advisor
Principal Financial Network —West Des Moines, IA
- $25,000 - $500,000 a year
- Full-time
- Mid-level
- Financial services
- In-person
- Health savings account
- Disability insurance
Quick Apply
Administrative Analyst
City of Des Moines, IA —Des Moines, IA
- $88,420.80 - $112,070.40 a year
- Email
- Background check
- Pass drug screening
- Data analysis skills
10d
Director, Financial Systems
LCS —Des Moines, IA
- $130,000 - $163,000 a year
- Full-time
- Background check
- Computer science
- Oracle
- Paid parental leave
- Health insurance
3d
Financial Advisor Career Path – Fast-Track to Leadership
New York Life —Iowa
- $60,000 - $150,000 a year
- Full-time
- Background check
- Finance
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
Senior Financial Analyst - AI Trainer
DataAnnotation —Des Moines, IA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
9d
Senior FP&A Analyst - AI Trainer
DataAnnotation —Des Moines, IA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
9d
Associate Attorney – Municipal & Public Finance
Orion Placement —Des Moines, IA
- $95,000 - $125,000 a year
- Full-time
- Office
- Contracts
- In-person
- Dental insurance
- Paid time off
Quick Apply
Underwriter - Detail-Oriented | Process-Focused | Customer Support Specialist
R&A Risk Professionals —Urbandale, IA
- $55,000 - $65,000 a year
- Full-time
- Background check
- Microsoft Excel
- Customer service
Quick Apply
Financial Advisor
Northwestern Mutual - Urbandale, IA —Urbandale, IA
- $61,000 - $119,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (IA)
Bankers Life —West Des Moines, IA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Regulatory Reporting Manager
Deloitte —Des Moines, IA
- $82,600 - $162,800 a year
- Full-time
- 6 years
- Finance
- Bachelor's degree
Financial Analyst - AI Trainer
DataAnnotation —Des Moines, IA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
9d
FP&A Manager - AI Trainer
DataAnnotation —Des Moines, IA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
9d
Actuarial Assistant
FBL Financial Group, Inc. —West Des Moines, IA
- Mid-level
- Analysis skills
- US work authorization
- Paid holidays
- Disability insurance
12d
College Financial Representative - Summer 2026
Northwestern Mutual —West Des Moines, IA
- Background check
- Sales
- Business development
- Paid training
Quick Apply
Sr Financial Planning Advisor
Vaco by Highspring —Des Moines, IA
- $150,000 - $200,000 a year
- Hybrid work
- 7 years
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply

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Client Service Advisor

Clarity Wealth Advisors - Northwestern Mutual
West Des Moines, IA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Wealth management
Teamwork
Series 6
Interpersonal skills
Customer inquiry handling
Attention to detail
Securities Industry Essentials
Organizational skills
Financial services
Life & Health Insurance License
Series 63

Full Job Description

Job Description

The Service Advisor plays a key role in supporting our firm’s Lead Advisors by preparing comprehensive financial plans, developing client-specific recommendations, and participating in client meetings. This role serves as a bridge between planning, insurance, and investment team members to ensure coordinated, accurate, and client-centered financial strategies. The Service Advisor focuses on analysis, preparation, and follow-through, ensuring that client meetings are well-prepared, recommendations are sound, and internal teams are aligned—allowing the Lead Advisor to focus on relationship management and strategic guidance while maintaining a high standard of service.

Key Responsibilities

Develop and review financial plans, with support from the Lead Advisors
Prepare meeting agendas, financial analyses, and assist in crafting tailored recommendations in advance of client meetings.
Attend client meetings alongside the Lead Advisor to provide planning insight, answer questions, support delivery of recommendations, and ensure follow-through.
Translate client goals and financial data into actionable planning strategies.
Document meeting outcomes, action items, and next steps, delegating to the team when necessary.
Work closely with the investment and insurance teams to coordinate and align clients’ strategies.
Monitor client plans and assist in periodic reviews and updates as life events or market conditions change.
Serve as a knowledgeable secondary resource for client inquiries.

Qualifications

Life & Health insurance licenses preferred, or gained within 6 months of employment
FINRA SIE, Series 6, and Series 63 licenses preferred, or gained within 12 months of employment
2-5 years of experience in financial services, wealth management or financial planning support roles
Familiarity with financial planning concepts, investment products and insurance solutions

Skills & Competencies

Team player
Driven, with the ability to take initiative
Strong analytical and problem-solving skills
Excellent written and verbal communication skills
High attention to detail and organizational skills
Ability to manage multiple priorities and deadlines in a fast-paced environment
Collaborative mindset
Professional presence and client-facing confidence

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in des moines, ia

Client Service Advisor

Insurance Premium Auditor

Financial Advisor - Central Iowa/Des Moines/Ames/Fort Dodge

Private Banking Relationship Manager

Financial Advisor

Administrative Analyst

Director, Financial Systems

Financial Advisor Career Path – Fast-Track to Leadership

Senior Financial Analyst - AI Trainer

Senior FP&A Analyst - AI Trainer

Associate Attorney – Municipal & Public Finance

Underwriter - Detail-Oriented | Process-Focused | Customer Support Specialist

Financial Advisor

Wealth Management Trainee (IA)

Regulatory Reporting Manager

Financial Analyst - AI Trainer

FP&A Manager - AI Trainer

Actuarial Assistant

College Financial Representative - Summer 2026

Sr Financial Planning Advisor

I want to receive the latest job alert for finance in des moines, ia

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