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Entry Level Financial Planning 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)

Burlington, 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)

Sioux City, 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)

Dubuque, 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)

Grimes, 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)

Des Moines, 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)

Mason City, 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)

Iowa City, 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)

Norwalk, 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)

Ames, 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)

Spencer, 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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Showing results 1-20

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

Entry Level Financial Planning information

See Iowa salary details

$33.3K

$56.9K

$98.2K

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

As of Sep 6, 2026, the average yearly pay for entry level financial planning in Iowa is $56,935.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $64,300.00 per year, depending on experience, location, and employer.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.

What are the key skills and qualifications needed to thrive as an entry level financial planner?

To thrive as an Entry Level Financial Planner, you need a solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What are some common challenges faced by entry level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

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

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop skills in financial analysis and client communication. Gaining internships or certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and applying through company websites or job boards is common for entry-level roles.

How to start a career in entry level financial planning?

To start a career in entry level financial planning, obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop strong analytical and communication skills. Gaining industry certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and entry-level roles often require familiarity with financial software and client service experience.

What is the best entry-level financial planning job?

An entry-level financial planning role typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common positions include financial planning assistant or paraplanner, often requiring knowledge of financial software and certifications like the CFP exam. These roles provide foundational experience for a career in financial planning.

What are the most commonly searched types of Financial Planning jobs in Iowa?

The most popular types of Financial Planning jobs in Iowa are:

What are popular job titles related to Entry Level Financial Planning jobs in Iowa?

For Entry Level Financial Planning jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planning jobs in Iowa look for?

The top searched job categories for Entry Level Financial Planning jobs in Iowa are:

What cities in Iowa are hiring for Entry Level Financial Planning jobs?

Cities in Iowa with the most Entry Level Financial Planning job openings:

Entry Level Financial Planning jobs near you
Infographic showing various Entry Level Financial Planning job openings in Iowa as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $56,935 per year, or $27.4 per hour.

Financial Planner

New York Life Iowa General Office

Ankeny, IA

$65K/yr

Full-time

Medical, Dental, Vision, Life

Posted 6 days ago

Key responsibilities

  • Gather and assess clients' financial information to determine their financial status, goals, and wealth management factors.

  • Create and adjust personalized financial plans based on clients' life stage, circumstances, and needs.

  • Provide strategic recommendations on products, plans, and investments to help clients achieve their financial goals.

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:

$65,000 plus


Responsibilities:
  • 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 for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Develop personalized financial plans for clients, focusing on their unique needs and goals.
  • Engage with clients regularly to review their financial progress and adjust plans as necessary.
  • Educate clients on various insurance and investment options to empower informed decision-making.
  • Collaborate with team members to enhance service delivery and client satisfaction.
  • Stay updated on industry trends and regulatory changes to provide the best advice.
  • Participate in ongoing training and development programs to expand your expertise.
  • Build and maintain strong client relationships through excellent communication and trust-building efforts.

Qualifications:
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Experience in customer service or sales is a plus, but not required.
  • Ability to communicate complex financial concepts in a clear and relatable manner.
  • Proven track record of building strong, trust-based relationships with clients.
  • Eagerness to learn and adapt in a dynamic industry environment.
  • Strong organizational skills to manage multiple client accounts effectively.
  • Ability to work collaboratively within a team to achieve common goals.
  • Proficiency in using digital tools and platforms for client management and communication is beneficial.

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/