Client Advisor Jobs in Iowa
Client Advisor jobs in Iowa are concentrated in Des Moines, Cedar Rapids, and Iowa City, where financial services firms, insurance carriers, and regional banks drive the bulk of hiring. Principal Financial Group, Wellmark Blue Cross Blue Shield, and MidWestOne Bank are among the established Iowa employers that consistently bring on client advisors at associate through senior levels. Wealth management, employee benefits consulting, and commercial banking relationships are the most in-demand specialties in the state right now. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 7+ Client Advisor jobs
Client Technology Advisor
Are you a technically strong IT professional who enjoys advising clients rather than working tickets all day? Rock Technology is seeking a Client Technology Advisor (CTA) with deep technical experience across infrastructure, Microsoft 365, cloud technologies, and cybersecurity.
This role is designed for an experienced IT professional who wants to apply technical expertise in a consultative, client-facing position focused on optimization, security, and long-term client success.
Our Perfect Candidate:
We are seeking a senior, technically fluent Client Technology Advisor (CTA) to serve as a trusted technical and cybersecurity consultant for assigned clients. The ideal candidate brings deep infrastructure, Microsoft 365, cloud, and security experience to client planning and decision-making.
The CTA focuses on retention, optimization, security, and expansion of existing client environments. This is not a reactive helpdesk, quota-driven sales, or relationship-only account management role. The CTA provides technical authority, risk assessment, and strategic recommendations that align technology with business outcomes.
Responsibilities·
Client Technical Advisory
- Serve as the primary technical and cybersecurity advisor for assigned clients
- Provide deep technical guidance, risk assessment, and strategic recommendations
- Translate technical and security considerations into clear business impact language
Technical Advisory & Road Mapping
- Assess endpoint hardware, server infrastructure, networking, Microsoft 365, cloud, and security posture
- Design and maintain client technology and security roadmaps
- Advise on cloud, SaaS, remote computing, and infrastructure modernization
- Identify technical risks, inefficiencies, and improvement opportunities
Security & Compliance
- Assess cybersecurity posture across endpoints, identity, email, network, and backup systems
- Advise on cybersecurity best practices and risk mitigation strategies
- Support resilience planning, incident readiness, and compliance discussions
- Recommend security tooling aligned to client risk profiles and business needs
Client Planning & Service Collaboration
- Lead Quarterly Business Reviews (QBRs) and technical planning sessions
- Collaborate with internal service, project, and security teams
- Maintain strong client relationships while providing technical authority and influence
Consultative Expansion Support
- Support consultative expansion initiatives based on identified technical and security needs
- Recommend improvements that support client optimization, security, and long-term success
Desirable Experience
Required:
- 3+ years of experience in IT infrastructure, systems administration, security, or technical consulting
- Experience working in an MSP or multi-client IT environment
- Strong knowledge of endpoint hardware, servers, virtualization, and SMB networking
- Microsoft 365 administration, licensing, and security experience
- Understanding of cloud infrastructure, SaaS platforms, and remote work technologies
- Strong cybersecurity fundamentals across identity, endpoint, email, and network security
- Experience with MSP tools, Microsoft ecosystems, endpoint security platforms, firewalls, backup solutions, and cloud-based services is strongly preferred
Preferred:
- Microsoft 365 Administrator certification
- Azure Fundamentals (AZ-900) or higher
- CompTIA Security+ and CompTIA Network+
- ITIL Fundamentals
- Vendor security certifications for firewalls, endpoint protection, backup, or MDR
Soft Skills
- Consultative, client-facing communication style
- Ability to explain technical and cybersecurity risks in clear business language
- Strong planning, assessment, and strategic recommendation skills
- Ability to collaborate effectively with service, project, and security teams
Physical Demands
- Must be able to remain in a seated or standing position for prolonged periods of time.
- Must be able to lift and carry or otherwise move 25/50 pounds occasionally.
Benefits
- 401(k) with matching
- Health, Dental and Vision insurance
- Paid time off
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Client Technology Advisor
Are you a technically strong IT professional who enjoys advising clients rather than working tickets all day? Rock Technology is seeking a Client Technology Advisor (CTA) with deep technical experience across infrastructure, Microsoft 365, cloud technologies, and cybersecurity.
This role is designed for an experienced IT professional who wants to apply technical expertise in a consultative, client-facing position focused on optimization, security, and long-term client success.
Our Perfect Candidate:
We are seeking a senior, technically fluent Client Technology Advisor (CTA) to serve as a trusted technical and cybersecurity consultant for assigned clients. The ideal candidate brings deep infrastructure, Microsoft 365, cloud, and security experience to client planning and decision-making.
The CTA focuses on retention, optimization, security, and expansion of existing client environments. This is not a reactive helpdesk, quota-driven sales, or relationship-only account management role. The CTA provides technical authority, risk assessment, and strategic recommendations that align technology with business outcomes.
Responsibilities·
Client Technical Advisory
- Serve as the primary technical and cybersecurity advisor for assigned clients
- Provide deep technical guidance, risk assessment, and strategic recommendations
- Translate technical and security considerations into clear business impact language
Technical Advisory & Road Mapping
- Assess endpoint hardware, server infrastructure, networking, Microsoft 365, cloud, and security posture
- Design and maintain client technology and security roadmaps
- Advise on cloud, SaaS, remote computing, and infrastructure modernization
- Identify technical risks, inefficiencies, and improvement opportunities
Security & Compliance
- Assess cybersecurity posture across endpoints, identity, email, network, and backup systems
- Advise on cybersecurity best practices and risk mitigation strategies
- Support resilience planning, incident readiness, and compliance discussions
- Recommend security tooling aligned to client risk profiles and business needs
Client Planning & Service Collaboration
- Lead Quarterly Business Reviews (QBRs) and technical planning sessions
- Collaborate with internal service, project, and security teams
- Maintain strong client relationships while providing technical authority and influence
Consultative Expansion Support
- Support consultative expansion initiatives based on identified technical and security needs
- Recommend improvements that support client optimization, security, and long-term success
Desirable Experience
Required:
- 3+ years of experience in IT infrastructure, systems administration, security, or technical consulting
- Experience working in an MSP or multi-client IT environment
- Strong knowledge of endpoint hardware, servers, virtualization, and SMB networking
- Microsoft 365 administration, licensing, and security experience
- Understanding of cloud infrastructure, SaaS platforms, and remote work technologies
- Strong cybersecurity fundamentals across identity, endpoint, email, and network security
- Experience with MSP tools, Microsoft ecosystems, endpoint security platforms, firewalls, backup solutions, and cloud-based services is strongly preferred
Preferred:
- Microsoft 365 Administrator certification
- Azure Fundamentals (AZ-900) or higher
- CompTIA Security+ and CompTIA Network+
- ITIL Fundamentals
- Vendor security certifications for firewalls, endpoint protection, backup, or MDR
Soft Skills
- Consultative, client-facing communication style
- Ability to explain technical and cybersecurity risks in clear business language
- Strong planning, assessment, and strategic recommendation skills
- Ability to collaborate effectively with service, project, and security teams
Physical Demands
- Must be able to remain in a seated or standing position for prolonged periods of time.
- Must be able to lift and carry or otherwise move 25/50 pounds occasionally.
Benefits
- 401(k) with matching
- Health, Dental and Vision insurance
- Paid time off
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
See All 7 Client Advisor Jobs in Iowa
Find roles in Iowa that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Iowa
Where Iowa roles are concentrated, by current openings.
Client Advisor Job Market in Iowa
A snapshot from current Iowa openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Iowa Employers Look For
The qualifications that appear most often in client advisor jobs across Iowa.
- Active Iowa insurance producer license or Series 65/66 registration for advisory roles
- Bachelor's degree in finance, business, or a closely related field
- Two or more years of client-facing experience in financial services or insurance
- Demonstrated ability to manage a book of business and meet retention goals
- Proficiency with CRM platforms such as Salesforce or Redtail
- Strong written and verbal communication skills for presenting to individual and commercial clients
Client Advisor Jobs in Iowa: Frequently Asked Questions
How do you become a client advisor in Iowa?
Most client advisor roles in Iowa require a bachelor's degree in finance, business, or a related field plus a state-issued license from the Iowa Insurance Division, typically a Life and Health or Property and Casualty producer license depending on the employer. Roles with an investment component require FINRA Series 65 or 66 registration. Some employers accept candidates who complete licensing after hire, making the degree and a clean background check the practical first step.
Which companies hire client advisors in Iowa?
Companies currently hiring client advisors in Iowa include JPMorganChase, Acrisure, and Rock Technology, per current listings on Migrate Mate as of November 2026. Iowa's concentration of insurance headquarters and regional financial institutions means steady, recurring demand rather than purely project-based hiring.
Which Iowa cities have the most client advisor jobs?
Altoona, Des Moines, and Iowa hold the most client advisor openings in Iowa. Des Moines anchors the list as the state's financial services and insurance hub, home to major carriers and asset managers, while Cedar Rapids adds demand through regional banking and commercial services, and Iowa City draws openings tied to the University of Iowa health system and surrounding professional services firms.
Are there remote client advisor jobs in Iowa?
Yes, but they're less common than in purely analytical roles because client advising typically involves ongoing relationship management that many employers prefer to handle in person or in a hybrid format. About 0% of client advisor openings tied to Iowa are remote or hybrid as of November 2026, with fully remote positions most often found in inside sales, employee benefits administration, and digital wealth management tracks.
How can I get hired as a client advisor in Iowa with little or no experience?
The most realistic entry path is a financial services associate or client service representative role at one of Iowa's larger insurance carriers or banks, such as Principal Financial Group or CUNA Mutual Group, which run formal development programs for new graduates. Lateral moves from licensed insurance customer service, bank teller supervisor, or benefits coordinator positions are common stepping stones. Earning an Iowa insurance producer license before applying gives candidates a measurable edge over others at the same experience level.
Where can I find and apply to client advisor jobs in Iowa?
You can find and apply to client advisor jobs in Iowa on Migrate Mate, which lists current Iowa openings updated regularly. Search the roles available, find the ones that match your experience and preferred location, and apply directly through each listing.
See All 7 Client Advisor Jobs in Iowa
Find roles in Iowa that match your experience and apply in just a few clicks.
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