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Financial Planning Associate Jobs in Iowa (NOW HIRING)

UMB Financial Corporation

Trust Officer

Dubuque, IA · On-site

$81K - $120K/yr

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) ...

Three Point Solutions

Accounting Associate

Johnston, IA · On-site

$20 - $22/hr

Financial Services background * ERP or Accounting System experience Ideal Job Titles * Accounting Associate * Accounting Clerk * Accounting Assistant * Accounts Receivable Specialist * Accounts ...

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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 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.

Client Service Associate (On-site)

Wealth Enhancement Group

Dubuque, IA • On-site

$45K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Dubuque IA office has an excellent opportunity for a Client Service Associate. In this role you will be working on an Advisor Team supporting all aspects of the client experience. We are seeking candidates that have a passion for providing exceptional client service, along with the drive and motivation to deliver results for our fast-growing Team.
This is an in-office position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $45,000.00 - $60,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Reception/ Office
  • Ensure office is welcoming; greet clients.
  • Schedule meetings manage distribute mail
  • Order office slash marketing materials; support vendors and technology sponsors.

New Client Onboarding
  • Ensures accurate completion of prospect or new client paperwork and account set up
  • Follow up on funds transfer from surrendering company
  • Maintains (CRM) database and client files (Filing, copies, data input)
  • Record incoming assets to the appropriate blotting tool

Client Relationship Management
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
  • May work with client's tax or legal counsel on client concerns
  • Gather client data and may prepare the materials for client meetings and reviews

Industry/Product/ Company Knowledge
  • Demonstrates knowledge and can accurately execute against WE's Suitability Guidelines, operational processes and sales model
  • Understands financial terminology and products
  • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
  • Attends Client Services and company educational events
  • May attend vendor presentations

Team and Corporate Support
  • Assists Advisor Team Operations to streamline processes
  • Completes operational projects to support enhancements and changes
  • Communicates process and sales updates to team

Education/Qualifications
  • 4-year college degree preferred
  • 0-3 years of industry experience
  • Customer Service training, knowledge or experience
  • Solid oral and written communication skills
  • Strong attention to detail
  • Good problem-solving skills
  • Proficient with Microsoft Office
  • Ability and interest to learn financial concepts and products
  • Ability to work with deadlines, be flexible under pressure and prioritize work
  • Ability to work as a team member
  • Ability to learn WE's sales model, processes and procedures
  • Ability to learn financial product features and riders
  • Ability to learn the review process and how the review is completed
  • Salesforce experience a plus

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. Thus, the entire salary range for those who are classified as the Client Service Associate level is $42,500 to $63,7500. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
#LI-NR1
#LI -Onsite
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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