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Assistant Financial Planner Jobs in Iowa (NOW HIRING)

Stbancorp

Financial Advisor

Centerville, IA

$55K - $156K/yr

Provide employees with scripts or other means to assist them in directing referrals of existing bank customers to the Financial Planner. * Planning and coordinating outside business development ...

Thrivent Financial

Operations Coordinator

Davenport, IA · On-site

$20 - $22/hr

Update the contact management system with client/member contact and preference information * Assist ... Basic understanding of our products and services, and Thrivent Financial Competencies * Planning ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Iowa

Assistant Financial Planner information

See Iowa salary details

$33.3K

$56.9K

$98.2K

How much do assistant financial planner jobs pay per year?

As of Jul 27, 2026, the average yearly pay for assistant financial planner in Iowa is $56,935.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $64,300.00 per year, depending on experience, location, and employer.

What are Assistant Financial Planners?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as an Assistant Financial Planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an Assistant Financial Planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.
What are the most commonly searched types of Financial Planner jobs in Iowa? The most popular types of Financial Planner jobs in Iowa are:
What cities in Iowa are hiring for Assistant Financial Planner jobs? Cities in Iowa with the most Assistant Financial Planner job openings:
Assistant Financial Planner jobs near you
Financial Planning Analyst

Financial Planning Analyst

Jewish Family Service of Colorado

West Des Moines, IA

Full-time

Posted 11 days ago

Job description

POSITION SUMMARY

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.

DUTIES and RESPONSIBILITIES:

  • Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists
  • Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
  • In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens
  • Utilize the Firm's financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans
  • Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
  • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens
  • Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed
  • Remaining current on all policies, procedures and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - particularly those relating to financial planning

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • 5+ years of work experience in a field relevant to the position required
  • 4-year college degree or professional certification preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
  • Complete and maintain internal Financial Planning Specialist designation requirements
  • Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor

(CPWA) designation

Knowledge/Skills

  • Knowledge of financial planning
  • Excellent listening skills
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Technically proficient and quick learner of new and updated platforms
  • Detail oriented with superior organizational skills and ability to prioritize
  • Expert knowledge of basic personal computer, MS Office and internet applications
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
  • Goal oriented, self-motivated and results driven

Reports to

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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