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Associate Financial Planner Jobs in Center Point, IA

DataAnnotation

M&A Associate - AI Trainer

Cedar Rapids, IA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Center Point, IA

Associate Financial Planner information

See Center Point, IA salary details

$42K

$77.4K

$103.8K

How much do associate financial planner jobs pay per year?

As of Aug 17, 2026, the average yearly pay for associate financial planner in Center Point, IA is $77,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,200.00 and $92,200.00 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 job categories do people searching Associate Financial Planner jobs in Center Point, IA look for?

The top searched job categories for Associate Financial Planner jobs in Center Point, IA are:

What cities near Center Point, IA are hiring for Associate Financial Planner jobs?

Cities near Center Point, IA with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Center Point, IA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $77,389 per year, or $37.2 per hour.

Customer Service Associate - Weekend Availability

Raising Cane's

Cedar Rapids, IA • On-site

$14/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Raising Cane's Chicken Fingers rating

6.9

Company rating: 6.9 out of 10

Based on 1,547 frontline employees who took The Breakroom Quiz

8th of 106 rated fast food restaurants

Job description

Starting hiring pay at: $14.00
As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In this role, you will be responsible for taking orders in the drive-thru, assembling orders, delivering food to customers, cleaning the dining room, talking to customers, etc.
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in between. Whether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the team. We will make sure you are prepared to grow your Restaurant career with us.
Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team!
Qualities of awesome Canes Customer Service Associate:
  • Team player
  • Excellent communicator
  • Happy, Courteous and Enthusiastic
  • Hard working and attentive
  • Responsible and dependable
  • Authentic and genuine
  • Takes pride in doing a good job

Benefits available for hourly Crew:
  • Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection
  • OnePass Gym Membership Program
  • 401(k) With Safe Harbor Employer Match (age 21 & older)
  • Access to financial advisors for budget and retirement planning
  • Crewmember Assistance Program
  • Education assistance
  • Pet Insurance

Perks & Rewards for hourly Crew:
  • Paid Time Off*
  • Closed for all major holidays**
  • Early closure for company events
  • Casual Work Attire
  • Flexible Scheduling
  • Perkspot Employee Discount Program
  • Additional $1 per hour after 10pm**

*Must satisfy hours requirement per year
**Locations may vary
ESSENTIAL FUNCTIONS OF THE POSITION:
The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Lift and carry, push or pull heavy objects up to 50 pounds
  • Kneel, bend, twist or stoop
  • Ascend or descend stairs
  • Reach and grasp objects (including above head and below waistline)
  • Excellent verbal and written communication
  • Ability to show up to scheduled shifts on time
  • Cleaning tables, floors and other areas of the Restaurant
  • Taking orders from Customers and processing payments efficiently
  • Follow proper safety procedures when handling and/or preparing food
  • Ability to multitask

ADDITIONAL REQUIREMENTS:
  • Must be 16 years of age or older
  • Provide all Customers with quick and friendly service
  • Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service
  • Work under pressure and at a fast pace
  • Align with Raising Cane's culture by balancing Working Hard and Having Fun
  • Take initiative
  • Comply with Company policies

Raising Cane's appreciates & values individuality. EOE

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