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Associate Financial Planner Jobs in Iowa (NOW HIRING)

Syverson Strege

Client Service Associate

West Des Moines, IA

$13.25 - $18.25/hr

This role provides essential operational and administrative support to Financial Planners and Associate Financial Planners, helping deliver comprehensive financial planning and investment management ...

Syverson Strege

Client Service Associate

West Des Moines, IA · On-site

$14.25 - $19.75/hr

This role provides essential operational and administrative support to Financial Planners and Associate Financial Planners, helping deliver comprehensive financial planning and investment management ...

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

$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

$72K - $95K/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 ...

TIAA

Financial Consultant

Coralville, IA · On-site

$72K - $95K/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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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 Jul 5, 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
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Associate Financial Planner jobs near you

Client Service Associate

Syverson Strege and Company

West Des Moines, IA • On-site

$14.25 - $19.75/hr

Other

Posted 24 days ago

Job description

Client Service Associate

The Client Service Associate supports Syverson Strege's mission of building caring relationships that empower those we serve to lead fulfilling lives. This role provides essential operational and administrative support to Financial Planners and Associate Financial Planners, helping deliver comprehensive financial planning and investment management services with an exceptional client experience.

Responsibilities

  • Enter post-meeting action items in the firm's CRM system to ensure timely completion.
  • Schedule client meetings and manage planning team calendars.
  • Prepare paperwork and documentation for new accounts, account updates, and other service requests.
  • Facilitate account transfers, money movements, and other operational processes with custodians and vendors.
  • Provide prompt, professional communication with clients and team members.
  • Maintain accurate client records and uphold confidentiality standards.
  • Assist with ad hoc projects, research, and administrative support as needed.
  • Update client information in financial planning and investment management software (as needed).
  • Take notes during client meetings and capture key outcomes (as needed).

Qualifications

  • Bachelor's degree required.
  • 1–3 years of experience in financial services industry (preferred).
  • Strong analytical and problem-solving skills.
  • Excellent organizational and time-management abilities; able to prioritize tasks, meet deadlines, and handle detail-sensitive work.
  • Strong written and verbal communication skills.
  • Proficient in Microsoft Office Suite; ability to learn financial calculators, CRM systems, and planning tools quickly.

The Ideal Candidate

  • Demonstrates a genuine passion for supporting both clients and the advisory team.
  • Upholds and reinforces the firm's core brand promise: "we only work for you."
  • Highly reliable, with a strong track record of following through on commitments.
  • Collaborative team player who contributes positively to the firm's culture.
  • Professional, client-focused demeanor with exceptional interpersonal skills.

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