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Assistant Financial Planner Jobs in Iowa (NOW HIRING)

Big River Steel LLC

FP&A Analyst I, BRS

Osceola, IA · Hybrid

Creating and updating financial models and budgets as required by evolving business conditions ... Identifying and implementing process improvements to enhance overall efficiency. * Assist in ...

Humetis Group

Assistant Controller

Davenport, IA · On-site

The Davenport Assistant Controller is responsible for financial planning & analysis (FP&A), compliance, and location accounting activities while fostering business partnerships across the plant. The ...

INTERGLOBAL HOMES

Administrative Assistant

Des Moines, IA · On-site

$17.50 - $23.75/hr

  • Medical

  • Dental

  • Vision

  • Life

Seeking an Experienced Administrative Assistant support professional for a highly successful Real ... Financial Planning Life Insurance Disability Insurance Long-Term Care Insurance

Deloitte

OneStream Consultant

Des Moines, IA · On-site

Experience supporting finance transformation, enterprise resource planning, or planning platform ... Use advanced analytical techniques to diagnose issues and develop actionable insights. * Assist ...

ADM

Cogen Maintenance Planner - Cedar Rapids, IA

Cedar Rapids, IA · On-site

$58K - $108K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... work and assist in the supervision and controlRequest parts and materials needed for work order ... Financial wellness - flexible spending accounts, health savings account, 401(k) with matching ...

TPI Composites

Analyst, Financial Systems

Newton, IA

  • Medical

  • Dental

  • Retirement

  • PTO

... entries, assist with forecast and monthly reports, etc.) Drive process improvement and policy ... Oracle ERP experience preferred Training Requirements: Proficiency in spreadsheets, databases, MS ...

FIRST CITIZENS BANK

Financial Analyst

Mason City, IA · On-site +1

... and SOC reports, and assist in review to support accounting and compliance requirements ... Organizing, Planning & Prioritizing Work * Develops specific goals and plans to prioritize ...

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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 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

Special Assistant to the Vice President for Financial Innovation

Wartburg College

Waverly, IA

Full-time

Re-posted 25 days ago

Job description

WARTBURG COLLEGE
Title of Position – Special Assistant to the Vice President for Financial Innovation
Position Overview:
We seek a versatile finance professional to support the VP for Financial Innovation in managing budgeting, financial reporting, compliance, and strategic initiatives. This role requires strong analytical skills, financial expertise, and a proactive approach to identifying solutions and improving processes to enhance operational efficiency.

Primary Responsibilities:
  • Assist with financial planning, budgeting, and reporting aligned with the college’s mission and resource constraints.
  • Support accounting operations, including general ledger maintenance, reconciliations, month-end close activities, internal controls, and compliance with nonprofit and higher education standards.
  • Lead or contribute to financial projects and process improvements.
  • Assist in developing and communicating financial policies and best practices tailored to the college’s operational needs.
  • Lead or support financial projects that cross academic, administrative, and auxiliary units, fostering collaboration and efficiency.
  • Represent the VP for Financial Innovation in select meetings, ensuring clear communication and follow-through.

Required Qualifications:
  • Bachelor’s degree in Accounting, Finance, or related field
  • 5+ years of experience in finance or accounting, preferably in higher education or nonprofit
  • Knowledge of GAAP, fund accounting, and financial systems
  • Strong communication and collaboration skills

Preferred Qualifications:
  • CPA or relevant certification
  • Experience in small college or liberal arts settings

Application Procedure:
Please upload the following by selecting the “Apply for this Position” below:
1) resume
2) a letter of interest including a statement regarding qualities within the context of the Wartburg College mission
3) contact information for three references
See www.wartburg.edu for further information about the college and the city of Waverly. Screening begins immediately and continues until position is filled.
Wartburg College is dedicated to challenging and nurturing students for lives of leadership and service as a spirited expression of their faith and learning. Founded in 1852, Wartburg College is a selective liberal arts college internationally recognized for its community engagement and academic excellence. As indicated in the vision statement, “Wartburg College is called to be the leading institution in education of the whole person. Together, we create an inclusive community combining diverse curricular and co-curricular experiences to prepare students to be resilient leaders of positive change through service in a complex world.”
Located in northeast Iowa, Waverly is an extraordinary "gigabit" community of more than 10,000 residents in the Cedar Valley metro near Waterloo and Cedar Falls, with an abundance of cultural, musical, and recreational opportunities. Major Midwest metropolitan areas within driving distance include Des Moines, Iowa (2.5 hours); Minneapolis/St. Paul, Minn. (3 hours); Madison, Wis. (3.5 hours); Rochester, Minn. (2 hours); Chicago (5 hours); and Omaha, Neb. (4 hours).

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