ZipRecruiter

Log In

1

Internship Financial Planner Jobs in Iowa (NOW HIRING)

next page

Showing results 1-20

All JobsFinancial Planner JobsInternship Financial Planner JobsInternship Financial Planner Jobs in Iowa

Internship Financial Planner information

See Iowa salary details

$47.4K

$90.8K

$131K

How much do internship financial planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for internship financial planner in Iowa is $90,809.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $95,800.00 per year, depending on experience, location, and employer.

What types of projects or tasks can an internship financial planner expect to work on during their internship?

As an Internship Financial Planner, you can expect to assist with a variety of tasks such as preparing client financial reports, conducting market and investment research, supporting client meetings, and helping with the development of financial plans. Interns often work closely with experienced planners and may be involved in data entry, analysis of client portfolios, and learning about compliance standards. This role provides valuable exposure to both client-facing and analytical aspects of financial planning, offering a comprehensive introduction to the profession.

What is an internship financial planner?

An Internship Financial Planner is a student or recent graduate who works under the supervision of experienced financial planners to gain practical experience in the financial planning industry. Their responsibilities typically include assisting with client research, preparing financial reports, learning about investment strategies, and supporting day-to-day operations. This role helps interns develop analytical, communication, and client-service skills essential for a career in financial planning. Interns often use this opportunity to explore the profession, build a professional network, and enhance their resumes for future job opportunities.

What are the key skills and qualifications needed to thrive as an internship financial planner, and why are they important?

To thrive as an Internship Financial Planner, you need a solid understanding of finance principles, analytical skills, and often progress toward a degree in finance, accounting, or a related field. Familiarity with financial planning software like eMoney, Excel, and CRM systems, as well as pursuing certifications like CFP, is beneficial. Strong communication, attention to detail, and trustworthiness help interns build rapport with clients and team members. These skills are crucial for accurately analyzing financial data, supporting client needs, and laying the groundwork for a successful career in financial planning.

What is the difference between Internship Financial Planner vs Financial Advisor?

AspectInternship Financial PlannerFinancial Advisor
CredentialsTypically pursuing or recent graduate, may have certifications like CFP or CFP courseworkOften holds certifications like CFP, CFA, or ChFC
Work EnvironmentInternship setting, learning-focused, often in financial firms or banksClient-facing, providing financial planning and investment advice
Employer & IndustryFinancial firms, banks, or advisory companies; entry-level roleFinancial planning firms, banks, independent advisors; professional role

The main difference is that an Internship Financial Planner is an entry-level, learning-focused position often held by students or recent graduates, while a Financial Advisor is a professional role with client responsibilities and advanced certifications. Internships serve as a stepping stone toward becoming a licensed and experienced Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Iowa?

The most popular types of Financial Planner jobs in Iowa are:

What cities in Iowa are hiring for Internship Financial Planner jobs?

Cities in Iowa with the most Internship Financial Planner job openings:

Internship Financial Planner jobs near you

Financial Planner with Athletic Background

The Harrington District - Northwestern Mutual

Bettendorf, IA • On-site

$82K - $112K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Join the Winning Team: The Harrington District - Northwestern Mutual!
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Planner with The Harrington District - Northwestern Mutual!
Why Current and Former Athletes Could Thrive Here:
We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why this career could be ideal for athletes:
  1. Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
  2. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
  3. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
  4. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
  5. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=tar1BSa7Gaw

Our thriving office is located at: 4323 Ontario Dr, Bettendorf, IA 52722
Meet Our Team:
Tim Harrington, Managing Director:
  • Time with NM: Joined Northwestern Mutual in 2021 as a Growth and Development Director and transitioned to Managing Director after nine months.
  • Previous experience: Owned and managed a consulting business, with experience as a speaker, coach, and consultant before joining Northwestern Mutual.
  • Passionate about: Tim lives in Eldridge with his wife, Lindsay, and their six children. He enjoys volunteering for youth sports, spending quality time with his family, watching his kids compete, and traveling.
Scott Fischer, Financial Advisor & Growth and Development Director:
  • Time with NM: Joined Northwestern Mutual in 2007 as an intern in one of the firm's Florida offices and now serves as both a Financial Advisor and Growth and Development Director.
  • Previous experience: Earned a Bachelor of Science in Finance from Jacksonville University before beginning his career with Northwestern Mutual through the internship program.
  • Passionate about: Scott and his wife, Krista, have four sons and recently moved back to their hometown of Sterling, Illinois, to be closer to family. Outside of work, he enjoys coaching his sons' sports teams, golfing, volunteering, attending church, and spending time with his family.
Alanna Rumler-Akre, Financial Advisor:
  • Time with NM: 11 years.
  • Previous experience: Began her career with Northwestern Mutual through the college internship program. She is now a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®).
  • Passionate about: Alanna enjoys golfing, boating, and spending time with friends and family. She loves making memories with her husband, Lane, and their three boys, and previously served on the board of Lead(h)er.
Brooke Keck, Talent Acquisition:
  • Time with NM: 3 years.
  • Previous experience: Worked in real estate sales and mortgage lending before transitioning into Talent Acquisition with Northwestern Mutual in 2022.
  • Passionate about: Brooke enjoys spending time with her husband, Matt, and their young son. Outside of work, she loves working out, tackling home renovation projects, and taking long walks around Costco. She also serves as Board President of Dress for Success Quad Cities and regularly volunteers with Lead(h)er.
What We Value:
  • Predictable growth and performance-based results.
  • A collaborative, high-support team environment.
  • Full training across the business development process.
  • Proven systems, technology, and operational support.
  • Leadership opportunities and strong work-life balance.
Candidate Characteristics
  • Take ownership and responsibility
  • Strong communicators who enjoy helping others make confident decisions
  • Team-oriented, driven, and growth-minded
  • Service-focused with integrity and professionalism
Position Responsibilities:
  • Educate clients on financial planning and insurance options.
  • Provide excellent customer service and build lasting relationships.
  • Collaborate with a local supportive team..
Position Requirements:
  • Strong communication and interpersonal skills.
  • Goal-oriented with a desire to succeed.
  • Bachelor's Degree is strongly preferred or military equivalent.
  • Willingness to obtain needed licenses, support provided by NM.
Position Perks:
  • Performance-based compensation with uncapped earning potential:
    • Average vs Top 25%
    • Year 1 | $76,000 - $193,000
    • Year 3 | $103,000 - $202,000
    • Year 5 | $139,000 - $289,000
    • Year 10 | $234,000 - $490,000
    • Year 15 | $341,000 - $790,000
  • Dental insurance
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance
  • Ongoing professional development
  • Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tim Harrington is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.