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Fee Only Financial Planning Jobs in Iowa (NOW HIRING)

Mariner

Associate Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net ...

Harris

Financial Analyst

Nevada, IA · On-site

$50K - $55K/yr

... financial planning, with a focus on transactions related to the full order-to-cash cycle, the ... Only successful candidates will be contacted*. Harris is committed to an equal opportunity ...

BMO Capital Markets

Financial Advisor

Cedar Rapids, IA · On-site

Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. * Implements business development strategies to acquire new ...

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning * Previous experience with high net worth or ultra-high net worth ...

Socket.dev

Budget and Finance Specialist III

Ames, IA · On-site

$65 - $90/hr

The Budget Office provides financial planning, analysis, budgeting, forecasting, and reporting ... Please note that this is only a list of ranges and individuals will be paid commensurate with ...

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All JobsFee Only Financial Planning JobsFee Only Financial Planning Jobs in Iowa

Fee Only Financial Planning information

What is fee-only financial planning?

Fee-only financial planning is a type of financial advisory service where the planner is compensated solely by the client and does not receive commissions or incentives from selling financial products. This approach helps eliminate potential conflicts of interest, ensuring advice is focused on the client's best interests. Fee-only planners typically charge hourly rates, flat fees, or a percentage of assets under management. They provide comprehensive financial guidance, including retirement, investment, tax, and estate planning.

How does a fee-only financial planner collaborate with clients and other professionals to develop comprehensive financial plans?

Fee-only financial planners work closely with clients to understand their unique financial goals, gathering detailed information about income, expenses, investments, and risk tolerance. They often collaborate with other professionals, such as tax advisors, estate attorneys, and insurance agents, to ensure all aspects of a client’s financial life are addressed. Regular meetings and clear communication are essential, as planners must update plans in response to life changes or market conditions. Building trust and maintaining transparency about fees and recommendations are key to long-term client relationships.

What are the key skills and qualifications needed to thrive as a fee-only financial planner, and why are they important?

To thrive as a Fee Only Financial Planner, you need a deep understanding of personal finance, investment strategies, and regulatory requirements, often supported by a CFP (Certified Financial Planner) certification or similar credentials. Familiarity with financial planning software, portfolio management tools, and compliance systems is typically required. Exceptional interpersonal skills, integrity, and the ability to communicate complex financial concepts clearly set top professionals apart. These skills are crucial to building trust, delivering objective advice, and helping clients achieve their financial goals without conflicts of interest.

What is the difference between Fee Only Financial Planning vs Certified Financial Planner (CFP)?

AspectFee Only Financial PlanningCertified Financial Planner (CFP)
CredentialsTypically no specific certification requiredMust hold CFP certification
Work EnvironmentIndependent advisors, online platforms, or firmsFinancial planning firms, advisory practices
Industry UsageUsed broadly for fee-based planning servicesProfessional designation for credentialed planners
Search/Comparison IntentUnderstanding fee structures and servicesVerifying professional credentials and expertise

Fee Only Financial Planning refers to a payment model where advisors charge clients directly for their services without commissions. Certified Financial Planner (CFP) is a professional designation indicating a high level of expertise and adherence to ethical standards. While many Fee Only Financial Planners are CFPs, not all are, and the designation emphasizes credentials, whereas fee-only describes the payment structure.

What are popular job titles related to Fee Only Financial Planning jobs in Iowa?

For Fee Only Financial Planning jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Fee Only Financial Planning jobs in Iowa look for?

The top searched job categories for Fee Only Financial Planning jobs in Iowa are:

What cities in Iowa are hiring for Fee Only Financial Planning jobs?

Cities in Iowa with the most Fee Only Financial Planning job openings:

Fee Only Financial Planning jobs near you
Infographic showing various Fee Only 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.

Associate Wealth Advisor

Mariner

West Des Moines, IA • On-site

$75K - $120K/yr

Full-time

Re-posted 13 days ago

Job description

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning

Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required

Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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