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Associate Financial Planner Jobs in Iowa (NOW HIRING)

Sparks Financial

Client Service Associate

Des Moines, IA · On-site

$55K - $65K/yr

The Role The Client Service Associate will assist in the relationship and management of client ... financial planning is a plus. * Bachelor's degree or equivalent secondary education. Equivalent ...

UMB Financial Corporation

Trust Officer

Dubuque, IA · On-site

$81K - $120K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

TIAA

Wealth Management Advisor - Ames, IA

Ames, IA · On-site

Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Management Advisor - Ames, IA

Ames, IA · On-site

Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Sparks Financial

Service

Des Moines, IA · On-site

$55K - $65K/yr

Client Service Associate Sparks Financial is a holistic wealth management firm, providing a top ... This role is responsible for utilizing operational knowledge in risk, investments, and planning to ...

Clickstop

Finance Associate

Urbana, IA

Supporting accurate financial operations through invoice processing, reconciliations, and month-end ... Experience with Excel and ERP/accounting systems, such as NetSuite, is preferred. * Strong ...

Clickstop

Finance Associate

Urbana, IA · On-site

Are you energized by solving problems, ensuring accuracy, and building financial processes that ... Experience with Excel and ERP/accounting systems, such as NetSuite, is preferred. * Strong ...

Clickstop

Finance Associate

Urbana, IA

Are you energized by solving problems, ensuring accuracy, and building financial processes that ... Experience with Excel and ERP/accounting systems, such as NetSuite, is preferred. * Strong ...

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Showing results 21-40

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 Aug 16, 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 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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $78,809 per year, or $37.9 per hour.

Client Service Associate

Sparks Financial

Des Moines, IA • On-site

$55K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

Sparks Financial is a holistic wealth management firm, providing a top-notch experience to our valued clients. Our mission is to help people define, build, and enjoy prosperous lives, and we are honored to be a member of the Northwestern Mutual Private Client Group to bring this mission to life. We are recognized by Barron's, Forbes, and Denver Business Journal as one of the top wealth management firms in the country, managing over $2 billion for clients nationally. As we continue to grow, the ideal team player will have an impeccable attention to detail and seek ways to impact processes and clients. Learn more about our firm on our website.
The Role
The Client Service Associate will assist in the relationship and management of client's household planning alongside Private Wealth Advisor, Associate Private Wealth Advisor, and/or Private Wealth Service Advisor. This role is responsible for utilizing operational knowledge in risk, investments, and planning to help execute and implement workflow items to achieve client's goals.
Responsibilities of the Role
  • Support advising teams in all aspects of client relationship management, including client/household scheduling, servicing, and ensuring client information is correct and consistent.
  • Prepare presentation material for client and prospect meetings with high level of attention to detail.
  • Attend client meetings to support our advising teams with memorialization of meeting notes and action items.
  • Complete all follow up/action items that arise during client interactions, including servicing items and ownership from start-to-finish of all operational procedures.
  • Complete periodic internal reviews of managed households/ clients; working to identify areas of opportunity and data inconsistencies to review with our advising teams.
  • Exemplify excellent communication skills across multiple business units, working collaboratively towards client goals with key stakeholders.
  • Gain an understanding of Northwestern Mutual product selection including risk, wealth, holistic planning, and the integration of all three concepts.
  • Participate in weekly, monthly, and quarterly meetings to share and develop skills and best practices.
  • Ad-Hoc project requests as they arise.
What You Will Bring to the Team
  • 1-2 years in financial services preferred, experience in financial planning is a plus.
  • Bachelor's degree or equivalent secondary education. Equivalent relevant experience and training may be substituted.
  • Resident Life and Health Insurance Licenses required (or earned within first 30 days of employment).
  • Long Term Care License Required (or earned within determined frequency after hire).
  • FINRA SIE, Series 6 or 7, and Series 63 Licenses preferred.
  • Ability to receive, prioritize, and complete workflow items regarding current financial situations and goals.
  • Ability to complete analysis, source necessary information from outside business partners, and work alongside the Operations Team to execute assigned tasks.
  • Demonstrated ability to work collaboratively with multiple business units, sourcing necessary information, and organizing deliverables in a consistent and concise manner.
  • High level of attention to detail and detail orientation.
  • Excellent communication and interpersonal skills.
  • Demonstrated ability to handle the execution of confidential and time sensitive information.
What We Provide
  • Starting salary of $55,000 - $65,000 (contingent on industry experience) + quarterly bonuses
  • Hybrid work environment with remote work on Tuesdays and Fridays after successful completion of introductory period
  • Company paid industry licensing including study time and exam course material
  • Paid Time Off, 11 observed holidays, and birthday day off
  • Paid parental leave and paid sabbatical
  • Medical, Dental and Vision benefits
  • 401(k) retirement plan with up to 4% match
  • Employer-paid Short-Term Disability, Long-Term Disability, and Long-Term Care reimbursement
  • Cell phone stipend, paid parking, health and wellness stipend, and more perks

Sparks Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, marital status, genetics, Veteran status, or other legally protected characteristics. In addition to federal law requirements, Sparks Financial complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Sparks Financial will not discriminate or retaliate against applicants for failing to disclose wage rate history in accordance with applicable law.
Sparks Financial expressly prohibits any form of workplace harassment based on race, color, religion, marital status, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Sparks Financial employees to perform their job duties may result in discipline up to and including discharge.

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