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Associate Financial Planner Jobs in Iowa (NOW HIRING)

Nordex

Material Planner (m/f/d)

West Branch, IA · On-site

Associates degree (preferred) * 3+ years of experience in Supply Chain Management or Logistics ... Financial Benefits * Paid Time Off - Three (3) weeks accrued (120 hours) * Medical & Pharmacy ...

Nordex

Material Planner (m/f/d)

West Branch, IA

Associates degree (preferred) * 3+ years of experience in Supply Chain Management or Logistics ... Financial Benefits * Paid Time Off - Three (3) weeks accrued (120 hours) * Medical & Pharmacy ...

Three Point Solutions

Accounting Associate

Johnston, IA · On-site

$20 - $22/hr

Financial Services background * ERP or Accounting System experience Ideal Job Titles * Accounting Associate * Accounting Clerk * Accounting Assistant * Accounts Receivable Specialist * Accounts ...

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

... associates Qualifications * Bachelor's degree required * 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience * Series 65 ...

Deloitte

Tax Senior - Private Wealth

Des Moines, IA · On-site

$79K - $98K/yr

Certified Financial Planner (CFP) Preferred * Advanced degree such as MST, JD, or LLM * Prior Big 4 experience * Strong verbal and written communication skills; strong listening, interpersonal, and ...

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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 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 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.

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.

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.

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 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.

More about Associate Financial Planner jobs

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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.

Material Planner (m/f/d)

Nordex

West Branch, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Job description

Do you want to be part of an agile team where colleagueship truly matters?
As a global company, we interact with a variety of people and cultures. Integrity, Respect, Colleagueship and Ownership are the unifying force for all departments and regions around the world. It's the individual that defines the team. And it's the team that makes the difference. Join the #TEAMNORDEX and shape the future of energy with us.
POSITION SUMMARY
The role of Material Planner directly supports the company's mission to develop and deliver clean power plants that make 100% renewable energy a reality for the world. Working together as part of the Material Management Team, reporting to the Team Leader Material Management, the Material Planner is responsible for ensuring optimal material availability and supporting efficient production processes.
The Material Planner works closely with sourcing, logistics platform, plant warehouse, and production teams to execute the material planning, driving operational efficiency and supporting the organization's production goals.
WHAT YOU'LL DO
  • Plan and execute material procurement based on production requirements, including timely release of purchase orders and schedule agreements in line with approved lead times.
  • Use SAP, our Material Resource Planning (MRP) system, to track, forecast, and manage material flow, ensuring supply continuity while meeting inventory optimization goals.
  • Monitor daily material operations, delivery schedules, and supplier commitments to proactively identify shortages, backorders, and supply risks; take corrective actions as needed.
  • Manage supplier lead times, review forecasts from Global Sourcing for long-lead components and maintain active supplier communication to ensure material availability.
  • Coordinate and escalate material delivery issues appropriately, monitoring supplier performance and participating in defined operational forums.
  • Maintain accurate planning and scheduling master data to support reliable production planning.
  • Collaborate closely with internal stakeholders, including Logistics, Engineering, Production, Quality, and Finance, to ensure timely material clearance and resolution of invoice or booking issues related to materials.
  • Ensure raw material inventory levels align with defined targets while supporting uninterrupted production line operations.
  • Perform additional duties as assigned.

WHAT YOU HAVE
  • High school diploma or GED required.
  • Associates degree (preferred)
  • 3+ years of experience in Supply Chain Management or Logistics Management.
  • 1 years of experience in an international Supply Chain position (preferred)
  • Strong knowledge of supply chain functions
  • Proficiency in Microsoft Office platforms (Outlook, Word, PowerPoint, and Excel - medium to advanced level) and SAP MRP
  • Fluent written and spoken English; Spanish language skills are desirable
  • Responsible, structured, and independent work approach
  • High level of reliability, ownership, and ability to work collaboratively in a team
  • Ability to confidently handle changing challenges and quickly adapt to new situations.
  • Strong analytical and problem-solving skills.
  • Knowledge of lean manufacturing and continuous improvement.
  • Excellent communication and negotiation abilities.
  • Flexibility to adapt to complex situations.
  • Ability to make sound decisions, escalate issues appropriately and coordinate daily tasks effectively.
  • Flexibility to work overtime and weekends.
  • Ability to travel domestic and international locations to project sites and on business as required with the ability to obtain a passport.

Nordex places the highest priority on the safe operations of its business. As such, we are seeking a candidate who is committed to maintaining and promoting safety standards at all times. The ideal candidate must:
  • Demonstrate a strong understanding of and commitment to safety protocols and procedures.
  • Ensure compliance with all safety regulations and company policies.
  • Proactively identify and mitigate potential safety hazards.
  • Properly use applicable safety equipment, including but not limited to eye protection, hearing protectors, steel-toe boots, and hard hats. Loose-fitting clothes and jewelry are not permitted.
  • Communicate effectively with team members and management to ensure a safe working environment.
  • Speak and understand English fluently to effectively communicate safety and job-related information, follow safety instructions, and collaborate with English-speaking supervisors and team members.

We believe our employees are our greatest assets at Nordex. In addition to the opportunity to make our world a little more sustainable we offer you a total rewards program* designed to recognize and reward the dedication, hard work, and commitment of our team members. We are proud to offer a comprehensive package that aligns with our core values of Respect, Integrity, Colleagueship, and Ownership.
Financial Benefits
  • Paid Time Off - Three (3) weeks accrued (120 hours)
  • Medical & Pharmacy Insurance with multiple options to best meet your needs
  • Health Savings Account (HSA) with Employer Contribution
  • Flex Spending Account (FSA)
  • Dental Insurance
  • Vision Insurance
  • Short-Term / Long-Term Disability Insurance
  • Life and AD&D Insurance
  • 401(k) with Employer Match
  • Student Debt Repayment
  • Tuition Reimbursement

Wellbeing, Family Planning, and Voluntary Benefits
  • Employee Assistance Program (EAP)
  • Parental Leave
  • Calm Subscription
  • Gym Membership Reimbursement
  • Accident Insurance
  • Legal Plans
  • Spot Pet Insurance
  • Auto and Home Insurance
  • And much more...

*Offers may vary by location and eligibility.
Equal Opportunity:
Nordex adheres to a policy of equal employment opportunity and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
DEI:
We are committed to creating an environment and culture in which Diversity and Inclusion is recognized as a true opportunity and value for the organization. We welcome you to learn more by visiting this link: Diversity & Inclusion - Nordex SE
Recruitment Fraud Notice: Please note that our People Attraction department will only contact you via official @nordex-online.com email addresses or authorized recruitment partners. You can find more information about our application process on our website.
ABOUT THE NORDEX GROUP
The manufacture of wind energy plants in the on-shore segment has been our core competence and passion for around 40 years. With more than 57 GW installed capacity worldwide, our turbines supply sustainable energy to more than 80% of the global energy market and we are one of the largest companies in the wind industry. National subsidiaries in more than 40 markets and production facilities in Germany, Spain, Brazil, the USA, Mexico and India offer our more than 10,400 employees the opportunity for international and intercultural cooperation.
We are growing and together driving forward the expansion of alternative energies worldwide - if you wish, from now on with you. Join the #TeamNordex
We look forward to receiving your application! To make it more convenient for you, we are happy to receive your application without a cover letter.

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