ZipRecruiter

Log In

1

Assistant Financial Planner Jobs in Iowa (NOW HIRING)

previous pagenext page

Showing results 21-40

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 Aug 17, 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 is an assistant financial planner?

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 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 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 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 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 Advisor

Nicolet National Bank

Iowa City, IA • On-site

Other

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
As a Financial Advisor, you will be responsible for the following:
General:
  • Manages client relationships assigned by the firm and helps clients achieve wealth goals.
  • Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
  • Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
  • Markets the firm and develops its reputation with referral sources and the community.
  • Attracts new clients to the firm.
  • Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm.
  • Supervises the work of other advisors and administrative support.
  • Participates in critical management and service decisions, including vendor evaluation and the design of processes.
  • Develops and maintains internal and external Center of Influence (COI) relationships.
  • Upholds Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Understands the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.
Advisory:
  • Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems.
  • Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
  • Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
  • Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
  • Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
  • Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
  • Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
  • Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
  • Researches new investment products and vendors.
  • Facilitates the adoption of new technology by the client service teams and trains others as necessary.
  • Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
  • Advises clients on appropriate financial products in the context of their plans.
Supervisory Responsibilities:
  • Wealth Analysts and Financial Advisors, if applicable.
Qualifications:
  • Bachelor's degree in a related discipline such as Accounting, Finance or Economics
  • Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
  • Holds appropriate advisory licenses as required by the SEC and state agencies
  • Completion of CFP program and examination
  • 5+ years of experience and a median of 17 years of experience in the role
  • PC, phone system, general office equipment
  • Demonstrates expert knowledge of Microsoft Office applications, especially Excel
  • Strong verbal and written communication skills and strong interpersonal skills
  • Ability to maintain strict confidentiality
  • Ability to effectively promote Nicolet as an employer of choice
  • Basic knowledge of banking positions
  • Strong organizational, multi-tasking and prioritizing skills
  • Self-motivated and resourceful
  • Strong leadership and delegation skills

Benefits:

  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

What Nicolet National Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply