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Cfp Cfa Jobs in Iowa (NOW HIRING)

Nicolet National Bank

Portfolio Manager

Iowa City, IA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CFA and CAIA designations preferred. * Series 65 or currently holds and is in good standing as a CFP, CFA, CIMA, ChFC, or PFS required. * Motivated and driven self-starter. * Strong analytical and ...

Nicolet National Bank

Portfolio Manager

Iowa City, IA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CFA and CAIA designations preferred. * Series 65 or currently holds and is in good standing as a CFP, CFA, CIMA, ChFC, or PFS required. * Motivated and driven self-starter. * Strong analytical and ...

Nicolet National Bank

VP Portfolio Manager

Iowa City, IA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CFA and CAIA designations preferred. * Series 65 or currently holds and is in good standing as a CFP, CFA, CIMA, ChFC, or PFS required. * Motivated and driven self-starter. * Strong analytical and ...

Nicolet National Bank

VP Portfolio Manager

Iowa City, IA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CFA and CAIA designations preferred. * Series 65 or currently holds and is in good standing as a CFP, CFA, CIMA, ChFC, or PFS required. * Motivated and driven self-starter. * Strong analytical and ...

TIAA

Wealth Management Advisor - Ames, IA

Ames, IA · On-site

  • Medical

  • Life

  • Retirement

If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred Physical Requirements

TIAA

Wealth Management Advisor - Ames, IA

Ames, IA · On-site

  • Medical

  • Life

  • Retirement

If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred Physical Requirements

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

Series 65, CFP or CFA required Skills & Knowledge * Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning * Previous ...

UMB Financial

Trust Sales Advisor

Dubuque, IA · On-site

$110K - $235K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

You have one or more of the following credentials: MBA, CFA, CFP, CPA, CTFA, or JD. * You have supervisory or team leadership experience. * You have5+ years indemonstratedsales position. * You are ...

Royal Bank of Canada

Wealth Management Consultant

Clive, IA · Hybrid

$90K - $160K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM). * Proficiency with Microsoft Excel, Word, PowerPoint and Outlook. What's in it ...

Deloitte

Tax Manager - Private Wealth

Des Moines, IA

$108K - $142K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing partnership and/or trust documents * Experience managing projects including scheduling, budgeting, client ...

US Bank

Private Wealth Advisor

Des Moines, IA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Professional designation such as CFA or CFP is preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ...

Deloitte

Tax Manager - Insurance Tax

Davenport, IA

$105K - $138K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience managing and developing both client service relationships and engagement teams, local and remote. * Proficient in ...

US Bank

Private Wealth Advisor

Cedar Rapids, IA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Professional designation such as CFA or CFP is preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ...

Deloitte

Tax Manager - Insurance Tax

Des Moines, IA

$108K - $142K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience managing and developing both client service relationships and engagement teams, local and remote. * Proficient in ...

Deloitte

Tax Manager - Private Wealth

Davenport, IA

$105K - $138K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing partnership and/or trust documents * Experience managing projects including scheduling, budgeting, client ...

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Cfp Cfa information

What is a CFP or CFA?

CFP stands for Certified Financial Planner, a designation for professionals who help individuals manage their personal finances, retirement, investments, and estate planning. CFA stands for Chartered Financial Analyst, a credential for professionals specializing in investment analysis, portfolio management, and financial research. While both designations demonstrate high levels of expertise and ethical standards in finance, CFPs typically focus on personal financial planning, whereas CFAs are often found in investment management and research roles. Both require rigorous exams and continued education to maintain certification.

What are the key skills and qualifications needed to thrive as a CFP or CFA?

To thrive as a CFP or CFA, you need expertise in financial planning, investment analysis, and portfolio management, typically supported by earning the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential. Familiarity with financial modeling software, portfolio management systems, and regulatory compliance tools is standard in these roles. Strong analytical thinking, ethical judgment, and clear client communication are vital soft skills for success. These skills and qualifications are crucial to provide trustworthy financial advice, manage investments responsibly, and build lasting client relationships.

How do CFP and CFA professionals typically collaborate with other financial specialists within a firm?

CFP and CFA professionals often work closely with teams that include accountants, attorneys, portfolio managers, and client relationship managers. While CFPs focus on holistic financial planning and client-facing strategies, CFAs usually specialize in investment analysis and portfolio management. This collaboration ensures clients receive comprehensive advice, blending financial planning with in-depth investment expertise. Regular meetings and coordinated client reviews are common, fostering a multidisciplinary approach to wealth management.

What is the difference between Cfp Cfa vs Financial Analyst?

AspectCfp Cfa
Required CertificationsCfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications
Work EnvironmentFinancial planning, investment management, and portfolio analysis
Employer & Industry UsageFinancial advisory firms, investment firms, banks, and wealth management companies
Common Search & ComparisonPeople often compare Cfp Cfa roles to understand financial planning vs investment analysis

While both Cfp and Cfa certifications are highly regarded in finance, Cfp focuses on personal financial planning and client advisory services, whereas Cfa emphasizes investment analysis and portfolio management. The roles often overlap in financial firms, but their core responsibilities and certification requirements differ.

What are popular job titles related to Cfp Cfa jobs in Iowa?

For Cfp Cfa jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Cfp Cfa jobs in Iowa look for?

The top searched job categories for Cfp Cfa jobs in Iowa are:

What cities in Iowa are hiring for Cfp Cfa jobs?

Cities in Iowa with the most Cfp Cfa job openings:

Cfp Cfa jobs near you

Portfolio Manager

Nicolet National Bank

Iowa City, IA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 171 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, 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 Portfolio Manager is responsible for providing financial and investment guidance to High-net-worth individual and Institutional clients.
As a Portfolio Manager, you will:
  • Maintain relationships and service existing client base.
  • Perform proprietary investment research and due diligence.
  • Consult with clients to develop investment objectives and goals and provide financial services and advice accordingly.
  • Create Investment Policy Statement documenting objectives, risk tolerance, cash flow needs, tax situations and wealth aspirations for the Client.
  • Work closely with the Trust Administrative Officers to manage the client relationship and ensure that all the needs of the investment accounts are met.
  • Knowledge of investments and asset management strategies, products and services.
  • Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
  • Develop referral sources throughout Nicolet.
  • Adhere to all compliance issues associated with sales of investment services.
  • Other related duties as assigned or requested.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Use spreadsheets and market research to back up financial advice.
  • Review accounts to determine if life changes necessitate new financial strategies.
  • Responsible for the fiduciary investment compliance as well as corporate governance of the investment group.
  • Develop and maintain profitability by ensuring efficient and quality account administration.
  • Develop new account relationships through the community and professional visibility.
  • Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
  • Identify and refer business to other areas within Nicolet as appropriate.
  • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all Nicolet’s policies and procedures.
  • Represent Nicolet in community organizations and activities to enhance Nicolet’s image.
  • Uphold 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 services provided by Nicolet.
  • Understand and communicate 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, including 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:
  • Bachelor’s degree in Finance, Business or equivalent experience at a financial institution. Graduate degree preferred.
  • 2+ years of investment experience preferred.
  • CFA and CAIA designations preferred.
  • Series 65 or currently holds and is in good standing as a CFP, CFA, CIMA, ChFC, or PFS required.
  • Motivated and driven self-starter.
  • Strong analytical and detail orientated aptitude; a high degree of accuracy is required.
  • Ability to make professional presentations to clients, employees or other groups.
  • Must exhibit good judgment and build credibility as trusted advisor with prospective and current clients.
  • Strong organizational and follow-through skills; strong attention to detail.
  • Ongoing knowledge of state and federal securities regulations.
  • Organized and able to manage multiple priorities.
  • PC, phone system, general office equipment.
  • Attention to detail, ability to learn and use a variety of software.
  • Microsoft Office Suite, particularly Word and Excel.
  • Maintain composure and communicate clearly when under pressure.
  • Possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Strong level of comfort with PC, phone system, general office equipment.
  • Ability to maintain strict confidentiality.
  • Effective verbal and written communication skills and strong interpersonal skills.
Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 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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