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Associate Financial Consultant Jobs in Iowa (NOW HIRING)

Proficiency in financial modeling, scenario analysis, and synthesizing complex data sets * Advanced Excel and PowerPoint skills * Ability to clearly communicate findings and recommendations to senior ...

We provide accounting, technology, and consulting services to private, lower middle market clients ... FAO Associates have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as ...

New

Associate Actuary

Des Moines, IA · On-site +1

$127K - $191K/yr

Coordinate quarterly forecasts that support financial planning, risk management, and enterprise ... Provide research-based consultation to achieve cost effective and strategic solutions. * Cultivate ...

New

Associate Actuary

Des Moines, IA · On-site +1

$127K - $171K/yr

Coordinate quarterly forecasts that support financial planning, risk management, and enterprise ... Provide research-based consultation to achieve cost effective and strategic solutions. * Cultivate ...

New Home Consultant We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

New Home Consultant We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

New Home Consultant We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to ... their financial future, while Paid Parental Leave and an Associate Assistance Plan provide ...

Associate Job Type: Full Time Nutrien is a leading provider of crop inputs and services, and our ... Proven ® Seed and Dyna-Gro ® Seed; as well as financial, custom application and precision ag ...

Showing results 21-40

Associate Financial Consultant information

See Iowa salary details

$42.7K

$97.6K

$163.4K

How much do associate financial consultant jobs pay per year?

As of Aug 22, 2026, the average yearly pay for associate financial consultant in Iowa is $97,568.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,200.00 and $117,400.00 per year, depending on experience, location, and employer.

What are some typical challenges faced by an associate financial consultant in their first year on the job?

In their first year, Associate Financial Consultants often face challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, goal-oriented environment. They must quickly develop strong communication skills to explain financial concepts clearly to clients and foster trust. Additionally, balancing client service with ongoing training and compliance requirements can be demanding, but these experiences are essential for long-term career growth in financial consulting.

What are the key skills and qualifications needed to thrive as an associate financial consultant, and why are they important?

To thrive as an Associate Financial Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM tools, and certifications such as the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients. These skills and qualifications are crucial for delivering sound financial advice, ensuring regulatory compliance, and developing long-term client relationships.

What is the difference between Associate Financial Consultant vs Financial Advisor?

AspectAssociate Financial ConsultantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentEntry-level role in financial firms, supporting senior staffClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in investment firms, banks, and financial services companiesCommon across independent practices, banks, and advisory firms

The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.

What does an associate financial consultant do?

An associate financial consultant assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior consultants. They analyze financial data, prepare reports, and use financial tools to help clients achieve their financial goals, often requiring relevant certifications and strong analytical skills.

What are the most commonly searched types of Financial Consultant jobs in Iowa?

The most popular types of Financial Consultant jobs in Iowa are:

What are popular job titles related to Associate Financial Consultant jobs in Iowa?

For Associate Financial Consultant jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Associate Financial Consultant jobs in Iowa look for?

The top searched job categories for Associate Financial Consultant jobs in Iowa are:

What cities in Iowa are hiring for Associate Financial Consultant jobs?

Cities in Iowa with the most Associate Financial Consultant job openings:

Corporate Strategy Consulting Associate

CSAA

Nevada, IA • On-site

Full-time

Retirement

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


Job description

External candidates: In order for your application to be correctly processed please sign-in before you apply

Internal candidates: Please go to Workday and click "Find Jobs" link under Career

Thank you for considering opportunities with us!

Job Title

Corporate Strategy Consulting Associate

Requisition Number

R7894 Corporate Strategy Consulting Associate (Open)

Location

Arizona - Home Teleworkers

Additional Locations

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers {+ 20 more}

Job Information

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work.

We are actively hiring for a Corporate Strategy Consulting Associate - Remote

Your Role: This Corporate Strategy Consulting Associate will support planning and initiatives at the enterprise and business unit levels. This role will be instrumental in driving data-backed insights, market analysis, and planning efforts that inform decision-making at the executive level. The ideal candidate brings intellectual curiosity, strong analytical capabilities, and a foundational understanding of the P&C insurance industry. This role will serve as a Strategy generalist within a growing Strategic Planning practice.

Your Work:

  • Support development of multi-year strategic plans at the enterprise and business unit levels.
  • Conduct market, competitor, and customer research to identify trends, risks, and growth opportunities.
  • Analyze internal performance data to identify key strategic insights and performance drivers.
  • Collaborate with cross-functional teams (e.g., Operations, Finance, Innovation, HR, Technology, etc.) to inform strategic priorities.
  • Support development for new initiatives, partnerships, and M&A assessments.
  • Build executive-level presentations and briefing materials for planning sessions.
  • Partner with Strategy Execution and Recognition teams to monitor progress and performance of core critical initiatives.

Required Experience, Education and Skills

  • 6 years related professional experience with transferable skills
  • Experience supporting planning cycles, including long-range planning, with demonstrated ability to distill market and internal insights into executive-ready insights and deliverables
  • Proven competitive benchmarking, industry trend analysis, and financial modeling skills
  • Experience collaborating with cross-functional peers and executive leadership
  • Familiarity with insurance industry's regulatory, competitive dynamics, and strategic partnerships is a plus
  • Strong business acumen and problem-solving skills with a strategic mentality
  • Proficiency in financial modeling, scenario analysis, and synthesizing complex data sets
  • Advanced Excel and PowerPoint skills
  • Ability to clearly communicate findings and recommendations to senior leadership
  • Highly organized, detail oriented, and comfortable managing multiple priorities
  • High School Diploma

What would make us excited about you?

  • Experience with multiple business lines within the Property and Casualty industry including Personal Lines, Commercial Lines, and Excess & Surplus.
  • 2-5 years of experience in management consulting or corporate strategy with exposure to the Property & Casualty industry
  • Bachelor's degree in business or a related field (MBA a plus)
  • Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.)
  • Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
  • Travels as needed for role, including divisional / team meetings and other in-person meetings
  • Fulfills business needs, which may include investing extra time, helping other teams, etc

Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.

Why Choose a Career at CSAA IG?

At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.

Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaainsurance.aaa.com/us/en/benefits.

Career Growth: We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support longterm success.

Flexible Workplace: We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices. Our flexible workplace empowers you to balance remote work with intentional inperson moments that deepen connection and collaboration.

Inclusion and Belonging: An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.

Sustainability: As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don't miss important updates from us.

CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations. If you would like to request an accommodation to participate in the job application or interview process, please contact TalentAcquistion@csaa.com

If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.

CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

CSAA Insurance Group is an equal opportunity employer.

#li-ml1

Duties & Responsibilities

  • Support development of multi-year strategic plans at the enterprise and business unit levels
  • Conduct market, competitor, and customer research to identify trends, risks, and growth opportunities
  • Analyze internal performance data to identify key strategic insights and performance drivers
  • Collaborate with cross-functional teams (e.g., Operations, Finance, Innovation, HR, Technology, etc.) to inform strategic priorities
  • Support business case development for new initiatives, partnerships, and M&A assessments
  • Build executive-level presentations and briefing materials for strategic planning sessions
  • Partner with Strategy Execution and Recognition teams to monitor progress and performance of core strategic initiatives

Knowledge, Skills & Abilities

  • Strong business acumen and problem-solving skills with a strategic mindset
  • Proficiency in financial modeling, scenario analysis, and synthesizing complex data sets
  • Advanced Excel and PowerPoint skills
  • Ability to clearly communicate findings and recommendations to senior leadership
  • Highly organized, detail-oriented, and comfortable managing multiple priorities
  • Bachelor's degree in business or a related field (MBA a plus)

Education

Required

High School Diploma

Preferred

Bachelor's degree in business or a related field (MBA a plus)

Experience

Required
  • 6 years related professional experience with transferable skills
  • Experience supporting strategic planning cycles, including long-range planning, with demonstrated ability to distill market and internal insights into executive-ready insights and deliverables
  • Proven competitive benchmarking, industry trend analysis, and financial modeling skills
  • Experience collaborating with cross-functional peers and executive leadership
  • Familiarity with insurance industry's regulatory, competitive dynamics, and strategic partnerships is a plus
Preferred
  • Experience with multiple business lines within the Property and Casualty industry including Personal Lines, Commercial Lines, and Excess & Surplus.
  • 2-5 years of experience in management consulting or corporate strategy with exposure to the Property & Casualty industry
The national average salary range for this position is $129,825.00-$144,250.00. However, we have a location-based compensation structure. Our salary ranges vary and are calculated based on work location. The starting pay range for this position across all the states we hire in is $129,825.00-$173,150.00. This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 10% of eligible pay.This job posting will be unposted on Wed, 12 Aug 2026.