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Financial Planning Associate Jobs in Iowa (NOW HIRING)

Sparks Financial

Service

Des Moines, IA · On-site

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Service Associate Sparks Financial is a holistic wealth management firm, providing a top ... This role is responsible for utilizing operational knowledge in risk, investments, and planning to ...

Mariner

Wealth Advisor

West Des Moines, IA · On-site

$75K - $120K/yr

... associates Qualifications * Bachelor's degree required * 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience * Series 65 ...

Clickstop

Finance Associate

Urbana, IA

Supporting accurate financial operations through invoice processing, reconciliations, and month-end ... Experience with Excel and ERP/accounting systems, such as NetSuite, is preferred. * Strong ...

Clickstop

Finance Associate

Urbana, IA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Are you energized by solving problems, ensuring accuracy, and building financial processes that ... Experience with Excel and ERP/accounting systems, such as NetSuite, is preferred. * Strong ...

Clickstop

Finance Associate

Urbana, IA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Are you energized by solving problems, ensuring accuracy, and building financial processes that ... Experience with Excel and ERP/accounting systems, such as NetSuite, is preferred. * Strong ...

Carson Group

Wealth Advisor- Cedar Rapids, IA

Cedar Rapids, IA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and Never-Ending Improvement * Keep up-to-date with relevant financial planning news * Maintain all ...

UMB Financial

Trust Officer Sr

Dubuque, IA

$117K - $173K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Trust Officer Sr

Dubuque, IA

$91K - $196K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial

Trust Officer

Dubuque, IA

$81K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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Showing results 21-40

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 Aug 14, 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $62,444 per year, or $30 per hour.

Sr. Investment Operations Associate-IOWA

RK Partners

Clive, IA • On-site

$78K - $85K/yr

Full-time

Re-posted 4 days ago

Job description

Senior Investment Operations Associate

A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management, alternatives administration, and operational workflows that drive exceptional client outcomes.

This role is ideal for someone who is detail‑oriented, process‑driven, and experienced in investment operations within a fast‑paced advisory environment.

Key Responsibilities

  • Execute trades accurately and in alignment with models, client objectives, and compliance standards
  • Manage daily portfolio activities including cash positioning, liquidity needs, and routine adjustments
  • Process and track alternative investment documentation and ensure compliance
  • Oversee account administration including transfers, funding, paperwork, and Envestnet maintenance
  • Identify and escalate operational issues, risks, or exceptions
  • Maintain workflow discipline, refine processes, and support operational scalability
  • Ensure data integrity across investment systems and assist with platform updates
  • Prepare investment reports and materials for advisor and client review

Qualifications

  • 3–5+ years of experience in Financial Services or Investment Operations
  • Bachelor’s degree in finance, economics, accounting, financial planning, or related field
  • FINRA Series 6 or 7 and Series 63 (required or obtainable within 6 months)
  • Experience with Envestnet and custodial platforms strongly preferred
  • Proven accuracy in trading, cash movements, portfolio maintenance, and account administration
  • Strong judgment, ownership mentality, and ability to escalate appropriately
  • Excellent communication, organization, and prioritization skills

Key Characteristics

  • High attention to detail and integrity
  • Process‑oriented with disciplined execution
  • Comfortable in a fast‑paced environment
  • Collaborative, professional, and maintains confidentiality