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Internship Financial Planner Jobs in Iowa (NOW HIRING)

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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 Sep 5, 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 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 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 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:

Financial Planner Former & Current Athletes Wanted

The Harrington District - Northwestern Mutual

Bettendorf, IA โ€ข On-site

$68K - $91K/yr

Other

Medical, Dental, Vision, Life, Retirement

This job post hasย expired today.ย Applications are no longer accepted.


Job description

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

Turn Your Competitive Drive into a Rewarding Career
At The Harrington District โ€“ Northwestern Mutual, we've found that some of our most successful financial planners share a common background: they're former athletes, coaches, or individuals who thrive in competitive environments. We welcome candidates from all backgrounds and athletic history is a plus, not a requirement.
The same qualities that lead to success on the field, court, track, or in the gym have discipline, resilience, coachability, and a commitment to continuous improvement; also create exceptional financial advisors. If you're looking for a career where your work ethic directly influences your success while helping others build financial confidence, we'd love to meet you.
Why Athletes Thrive Here
Athletes are accustomed to setting ambitious goals, overcoming challenges, and performing under pressure and so are professionals from many other high-performance backgrounds. Those experiences translate naturally into building a successful financial practice.
You'll have the opportunity to:
  • Build meaningful, long-term relationships with clients.
  • Create personalized financial strategies that help individuals, families, and business owners achieve their goals.
  • Grow your own business with the support of an experienced leadership team.
  • Be recognized and rewarded for your effort, performance, and results.
  • Continue developing personally and professionally through coaching and mentorship.
Whether your background is in college athletics, professional sports, coaching, military service, recreational competition, sales, education, or another performance-driven field, the mindset you've developed can become one of your greatest professional strengths.

What We Provide

You bring the drive & we'll provide the resources.
  • Comprehensive training and professional licensing support
  • One-on-one mentorship from experienced financial advisors
  • Proven business development systems and marketing resources
  • Collaborative team environment focused on growth
  • Flexibility to build a career that aligns with your personal and professional goals
Office Location: 4323 Ontario Drive, Bettendorf, IA 52722

A Glance at Northwestern Mutual

Founded in 1857, Northwestern Mutual is a FORTUNE 500ยฎ financial services company serving more than 5 million clients nationwide. As a mutual company, we're accountable to our policyowners, not shareholders allowing us to focus on long-term client outcomes. Recognized by FORTUNEยฎ as one of the World's Most Admired Companies in 2024, Northwestern Mutual combines financial strength with a client-first philosophy and a culture dedicated to helping people achieve lasting financial security.
See what a day in the life of a Northwestern Mutual Financial Representative looks like: https://www.youtube.com/watch?v=tar1BSa7Gaw

Meet Our Team:

Tim Harrington | Managing Director
  • Time with NM: Joined Northwestern Mutual in 2021 as a Growth and Development Director before becoming Managing Director just nine months later.
  • Previous Experience: Business owner, speaker, coach, and consultant.
  • Outside the Office: Tim lives in Eldridge with his wife, Lindsay, and their six children. He enjoys volunteering for youth sports, supporting his children's activities, spending time with family, and traveling.
Scott Fischer | Financial Advisor & Growth and Development Director
  • Time with NM: Joined Northwestern Mutual as an intern in 2007 and now serves as both a Financial Advisor and Growth and Development Director.
  • Previous Experience: Finance graduate from Jacksonville University who launched his career through Northwestern Mutual's internship program.
  • Outside the Office: Scott and his wife, Krista, have four sons and recently returned to Sterling, Illinois. He enjoys coaching youth sports, golfing, volunteering, attending church, and spending time with family.
Alanna Rumler-Akre | Financial Advisor
  • Time with NM: 11 years.
  • Previous Experience: Started through Northwestern Mutual's internship program and has earned both the Certified Financial Plannerโ„ข (CFPยฎ) and Chartered Financial Consultantยฎ (ChFCยฎ) designations.
  • Outside the Office: Alanna enjoys golfing, boating, and spending time with her husband, Lane, and their three boys. She previously served on the board of Lead(h)er.
Brooke Keck | Talent Acquisition
  • Time with NM: Joined Northwestern Mutual in 2022.
  • Previous Experience: Real estate sales and mortgage lending.
  • Outside the Office: Brooke enjoys fitness, home renovation projects, spending time with her husband, Matt, and their son, and volunteering as Board President of Dress for Success Quad Cities.
What We Value
  • A competitive mindset balanced with collaboration.
  • Integrity and a commitment to doing what's right for clients.
  • Personal accountability and continuous growth.
  • Leadership through service.
  • Coaching, mentorship, and lifelong learning.
  • A supportive culture where individual success contributes to team success.
Responsibilities
  • Build trusted relationships with individuals, families, and business owners.
  • Understand each client's financial goals and priorities.
  • Develop personalized financial plans and insurance strategies.
  • Provide ongoing guidance as clients' needs evolve.
  • Grow your practice through networking, referrals, and community involvement.
Qualifications
  • Bachelor's degree preferred; relevant military or equivalent professional experience will also be considered.
  • Strong communication and relationship-building skills.
  • Competitive, self-motivated, and goal-oriented.
  • Experience in athletics, coaching, military service, leadership, or other performance-driven environments is valued but not required.
  • Willingness to obtain required FINRA and state insurance licenses (training provided).
Compensation & Benefits
  • Performance-based earnings and revenue
  • Average advisor annual earnings by career stage:
Career Stage
Income Range (Average to Top 25%)Year 1 | $76,000 โ€“ $193,000
Year 3 | $103,000 โ€“ $202,000
Year 5 | $139,000 โ€“ $289,000
Year 10 | $234,000 โ€“ $490,000
Year 15 | $341,000 โ€“ $790,000
  • Uncapped earning potential as you grow your practice
  • Access to medical, dental, vision, and life insurance plans
  • Retirement plan options
  • Professional development and licensing support
  • Ongoing coaching and mentorship
  • Local culture of recognition, collaboration, and support
The Harrington District โ€“ Northwestern Mutual is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members, regardless of background, and encourage candidates from all walks of life to apply.
ยนNo level of income is guaranteed. Figures reflect a range of historical results among Harrington District financial representatives based on company data and are not a promise of future earnings.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, headquartered in Milwaukee, Wisconsin. Our Financial Representatives are valued partners and proud business owners; as such, they are considered independent contractors for income tax purposes. Tim Harrington is the Managing Director of NM and is not in legal partnership with NM or its subsidiaries.