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Entry Level Financial Planner Jobs in Iowa (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Indianola, IA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Waterloo, IA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Pella, IA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Boone, IA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Muscatine, IA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Iowa

Entry Level Financial Planner information

See Iowa salary details

$47.4K

$90.8K

$131K

How much do entry level financial planner jobs pay per year?

As of Jul 27, 2026, the average yearly pay for entry level financial planner in Iowa is $90,809.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $95,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What Does an Entry-Level Financial Planner Do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

What does an Entry Level Financial Planner do?

An Entry Level Financial Planner assists clients with managing their finances, including budgeting, saving, investing, and planning for retirement. They typically work under the supervision of experienced financial planners to analyze clients’ financial situations and recommend suitable strategies. Duties may include preparing financial plans, researching investment options, and helping clients set and achieve financial goals. This role is a starting point for those pursuing a career in financial planning, offering the opportunity to gain valuable experience and work toward professional certifications.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.
More about Entry Level 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 Entry Level Financial Planner jobs in Iowa? For Entry Level Financial Planner jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Iowa look for? The top searched job categories for Entry Level Financial Planner jobs in Iowa are:
What cities in Iowa are hiring for Entry Level Financial Planner jobs? Cities in Iowa with the most Entry Level Financial Planner job openings:
Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Iowa as of July 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $90,809 per year, or $43.7 per hour.

Financial Advisor

New York Life Iowa General Office

Ankeny, IA • On-site

$70K/yr

Full-time

Posted 20 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$50,000 - $70,000 yearly


Responsibilities:
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
  • Educate clients on how to plan for their future financially in the event of unfortunate life circumstances occurring
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Networking and building your personal book of business through establishing professional networks and prospecting for new clients
  • Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security
  • Leverage marketing and social media tools to identify and secure new clients who can benefit from having a trusted financial service professional
  • Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations


Training & Resource Benefits:

  • Personalized coaching and mentorship from dedicated training professionals
  • Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship
  • Support from corporate development managers and product consultants to assist you
  • Access to digital sales, prospecting, and marketing tools
  • Opportunity to earn professional designations and certifications
  • Sales incentives and professional development trips for top performers
  • Full benefits, including medical, dental, vision, life, and disability insurance
  • 401(k) and pension plan for eligible full-time agents

Qualifications:
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Must live in the State of Iowa


Do you consider yourself to have these qualities?

  • Sales knowledge
  • Strong communication skills and the ability to talk to anyone easily
  • A great mindset
  • Enjoy engaging in your community and networking
  • Self-starter and eager to learn new things


If so, apply for a rewarding career as an Entry-Level Financial Advisor with the New York Life Iowa General Office. We'd love to talk with you.


Please note: We, unfortunately, can only accept applicants who are either U.S. Citizens or reside within the United States. We currently do not support US H-1B visas. To be considered for a role at the Iowa General Office, a candidate must live in the state of Iowa.


About Company

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/