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Financial Planning Associate Jobs in Iowa (NOW HIRING)

Watercressgroup

Portfolio Risk Analyst

West Des Moines, IA · On-site

$70 - $110/hr

... Associates Degree with commensurate experience also considered) * Two or more years in a consumer lending portfolio management, FP&A, risk, data analysis/modeling or similar role * Confident working ...

UMB Financial

Trust Officer Sr

Dubuque, IA

$91K - $196K/yr

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 ...

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Financial Planning Associate information

See Iowa salary details

$13

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$63

How much do financial planning associate jobs pay per hour?

As of Sep 6, 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 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.

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.

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 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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 2% As Needed, 82% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $62,444 per year, or $30 per hour.

Wealth Advisor- Cedar Rapids, IA

Carson Group

Cedar Rapids, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Who We Are
Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always. As a fiduciary practice, putting our clients' best interests at the center of every decision we make provides us with the foundation we need for a lifelong relationship with the families we serve across the country. To our clients, life is complicated enough, they turn to us for unwavering support and guidance on their financial journeys.
As a company, we are very growth-minded with a steady focus on embracing innovative solutions and opportunities for both our clients and our team. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.
If you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family.
Who We Want
The Wealth Advisor position is the backbone of the practice. This position is an integral part of ensuring every aspect of the client experience exceeds expectations. This individual will focus on building and establishing new client relationships in addition to providing advisory services and support to current clients at the highest level. This individual will have the ability to skillfully navigate hard/emotional client conversations in a solutions-focused manner. They will have enough life and client experiences to be relatable to their clients. They can handle the largest, most complex and demanding clients. This individual will demonstrate strong leadership skills. Business Development will become more of a priority as this individual will have a well-formed and active COI network. They will show continuous effort in proven return-on-investment activities. They will be willing and able to teach and present the firm's Core Values and Core Focus in any setting with ease.
What To Expect
    • Fully understand and ability to lead/present the Proven Process
    • Understand Bucketing, Investment and Tax Strategies utilized
    • Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings
    • Proven ability to attract new clients to the firm
    • Collaborate proactively, professionally and effectively with team members from other offices

  • Client Service skills

    • Provide excellent client service independently and efficiently
    • Effectively prepare for client meetings with team
    • Lead and present entire client meeting
    • Delegate service items and communicate next steps to entire service team to ensure client needs are met and tasks taken care of.
    • Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available
    • Skillfully navigate hard/emotional client conversations
    • Communicate relatable life and client experiences
    • Handle largest, most complex and demanding clients
    • Proactive approach to client needs
    • Develop Crucial Conversation and Active Listening skills
    • Ability to prioritize client's "Top of Mind" items during client meetings
    • Empathetic and genuine care for clients, their families and circumstances
    • Knowledgeable and effective with complex client situations
    • Unrelenting determination to do what's best for client

  • Business Development skills

    • Actively source new opportunities and build client base
    • Source and leverage new opportunities from existing client book
    • Develop and present plan for creating a COI network
    • Has an existing and active COI network
    • Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach.
    • Ability and willingness to teach and present
    • 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 professional Continuing Education and training requirements

  • Demonstrates strong leadership skills
  • Demonstrates mastery in technology and financial planning
  • Participate in internal meetings
  • Develop quarterly Key Performance Indicators (KPI's)
  • Adhere to Compliance policies and procedures

What you need:
  • We require our team members to work a majority of their time in office. Some travel may be required.
  • An existing and established book of business
  • Clean U-4 and U-5 history
  • Computer literacy and aptitude for learning new programs and processes:

    • Knowledge of Office Suite (Word, Excel, PowerPoint, Teams), required
    • Knowledge of Financial Industry programs (Salesforce, Orion, eMoney, MoneyGuide), preferred

  • Excellent interpersonal, communication, and prioritization skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Ability to be present and on time for client meetings
  • Self-motivation and a desire for growth
  • Ability to take direction and a desire to support all team members

Preferred Education and Experience
  • 5+ years investment advisory experience
  • CFP or CFA preferred
  • Active Series 65 or 66 license
  • Bachelor's Degree in Finance or related field, preferred

EEO Statement:
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
  • The base pay for this position across all US geographic markets "ranges" from $60,000.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
  • Variable compensation potential (Bonus and/or commissions)
  • Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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