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Financial Planning Associate Jobs in Iowa (NOW HIRING)

Mariner

Associate Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create ... Actively develop skills in various software programs for investment and financial planning ...

New

TIAA

Financial Consultant

Coralville, IA · On-site

$72K - $95K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Syverson Strege

Client Service Associate

West Des Moines, IA · On-site

$13.25 - $18.25/hr

This role provides essential operational and administrative support to Financial Planners and Associate Financial Planners, helping deliver comprehensive financial planning and investment management ...

TIAA

Financial Consultant

Coralville, IA · On-site

$72K - $95K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Sparks Financial

Client Service Associate

Des Moines, IA · On-site

$55K - $65K/yr

The Role The Client Service Associate will assist in the relationship and management of client ... financial planning is a plus. * Bachelor's degree or equivalent secondary education. Equivalent ...

Security Benefit

Analyst II

Des Moines, IA · On-site

The Analyst II, Capital position sits within the Financial Planning and Analysis team.You will ... Associate assistance programs for your personal and professional well-being. Ready to Make an ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Iowa

Financial Planning Associate information

See Iowa salary details

$13

$30

$63

How much do financial planning associate jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for financial planning associate in Iowa is $30.02, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $32.31 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.
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 Financial Planning Associate jobs in Iowa? For Financial Planning Associate jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Iowa look for? The top searched job categories for Financial Planning Associate jobs in Iowa are:
What cities in Iowa are hiring for Financial Planning Associate jobs? Cities in Iowa with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Iowa as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $62,444 per year, or $30 per hour.
Financial Advisor Associate

Financial Advisor Associate

Financial Architects Inc

Des Moines, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 15 days ago

Job description

Description
Our firm is rapidly expanding, and we are currently looking for a new, Entry Level Financial Advisor Associate to join our ranks. The ideal candidate will be ready to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Financial Architects is in Des Moines, IA. We can only hire candidates who reside in Iowa. As a Sales Consultant for Financial Architects, Inc., there are no Sales Territories. Our Sales Consultants can do business with any client who resides in the USA.
This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1-2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.
No territory restrictions - serve clients nationwide!!
Benefits:
  • Medical, Dental, Vision,
  • Flexible Spending Account
  • Short and Long Term DI
  • Group Life and AD&D
  • 401(k) with up to 3% match
  • Pension Plan

Responsibilities
• Guide clients through the financial planning process, ensuring they understand their options and feel confident in their decisions.
• Collaborate with our team to develop personalized financial strategies that align with clients' long-term goals.
• Maintain up-to-date knowledge of financial products and industry trends to provide clients with the best advice.
• Build and nurture client relationships by providing exceptional service and regular communication.
• Analyze clients' financial data to identify opportunities for growth and risk management.
• Conduct in-depth reviews of clients' financial situations to ensure their plans remain relevant and effective.
• Educate clients on the benefits of various financial products and services, empowering them to make informed choices.
Qualifications
• Experience in financial planning or related field is a plus, but not required.
• Ability to communicate complex financial concepts in a clear, relatable manner.
• Proven track record of building strong client relationships through exceptional service.
• Strong analytical skills to interpret financial data and identify growth opportunities.
• Ability to work collaboratively within a team to develop personalized financial strategies.
• Proficiency in using financial software and tools to aid in client planning.
• Eagerness to stay informed about industry trends and financial products to provide the best advice to clients.

Apply