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Associate Financial Planner Jobs in Iowa (NOW HIRING)

First Community Trust

Associate Wealth Advisor

Dubuque, IA · On-site

$56K - $70K/yr

Our sole objective is to help clients achieve their personal, financial and estate planning goals ... We are seeking a talented Associate Wealth Advisor . In this role, you will support our Wealth ...

UMB Financial

Wealth Advisor

Dubuque, IA · On-site

$57K - $90K/yr

Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Wealth Advisor

Dubuque, IA · On-site

$57K - $90K/yr

Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

TIAA

Financial Consultant

Coralville, IA

$75K - $100K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Alteryx

Director, Corporate FP&A

Nevada, IA · On-site +1

$154K - $203K/yr

Build, mentor, and lead a high-performing FP&A team * Foster a culture of accountability ... Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San ...

TIAA

Financial Consultant

Coralville, IA · On-site

$75K - $100K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Iowa

Associate Financial Planner information

See Iowa salary details

$42.7K

$78.8K

$105.7K

How much do associate financial planner jobs pay per year?

As of Jun 9, 2026, the average yearly pay for associate financial planner in Iowa is $78,809.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $93,900.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
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 are popular job titles related to Associate Financial Planner jobs in Iowa? For Associate Financial Planner jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Iowa look for? The top searched job categories for Associate Financial Planner jobs in Iowa are:
What cities in Iowa are hiring for Associate Financial Planner jobs? Cities in Iowa with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in IA? For Associate Financial Planner jobs in IA, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Iowa as of May 2026, with employment types broken down into 74% Full Time, and 26% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $78,809 per year, or $37.9 per hour.
Associate Financial Advisor

Associate Financial Advisor

Nicolet National Bank

Iowa City, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Nicolet National Bank rating

8.4

Company rating: 8.4 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

29th of 141 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, Colorado, 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 Associate 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 an Associate Financial Advisor, you will:
Analytical
  • Work with Advisor to assist in preparing paperwork and documents for client meetings.
  • Attend client meetings and prepare summary of notes from meetings.
  • Analyze client information and prepare reports and presentations.
  • Enter information into financial planning software and prepare draft plans.
  • Analyze asset allocation and generate rebalancing trades.
  • Research products and product pricing and contact carriers for information.
  • Research investment managers and investment services and their pricing.
  • Create custom spreadsheets for analyzing purchase decisions or planning scenarios.

Client Service
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.

General
  • Supports financial advisors with analysis, client service and technical assistance.
  • Learns technical skills to prepare to service clients independently as a Financial Advisor.
  • Engages in teamwork and teambuilding and integrates into the culture.
  • 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.

Qualifications:
  • Has earned an undergraduate degree in a related discipline such as Business, Accounting, Finance or Economics.
  • Completion of FINRA Securities Industries Essentials (SIE), insurance exam, and Series 65 and/or Series 7 and Series 66 within the first 90 days of employment.
  • 0-2 years of experience in the industry.
  • 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.
  • Must be a team player, self-motivated, adaptable, and capable of making decisions with limited direction.
  • Strong organizational, analytical and prioritizing skills.
  • High degree of accuracy and attention to detail.
  • Self-motivated and resourceful.
  • Ability to effectively promote Nicolet as an employer of choice.
  • Must possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Strong knowledge of bank products to help with building a full financial relationship.
  • Ability to learn and adapt to new software applications.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 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

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