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Remote Ex Financial Advisor Jobs in Iowa (NOW HIRING)

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Life & Health Risk Advisor (Producer)

Glenwood, IA · On-site +1

$60K - $150K/yr

Conduct thorough needs assessments to understand client health, financial, and protection goals ... Work Environment This role operates within a professional office or remote setting. The work ...

First American

Escrow Advisor (Remote- US)

Nevada, IA · On-site +1

$73K - $98K/yr

This role is remote in the United States and may require some travel. HOW YOU'LL CONTRIBUTE ... financial transactions, and the ability to meet customer-imposed criminal history requirements.

SuperSummary

Finance Manager

Des Moines, IA · Remote

... remote, global team united by curiosity, creativity, and a shared love of learning. About the Job ... Reporting to the CEO and partnering with our VP of Operations, you will drive the financial ...

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All JobsEx Financial Advisor JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Iowa

Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

Can a remote ex financial advisor work remotely?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

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

The most popular types of Ex Financial Advisor jobs in Iowa are:

What are popular job titles related to Remote Ex Financial Advisor jobs in Iowa?

For Remote Ex Financial Advisor jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Remote Ex Financial Advisor jobs in Iowa look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Iowa are:

What cities in Iowa are hiring for Remote Ex Financial Advisor jobs?

Cities in Iowa with the most Remote Ex Financial Advisor job openings:

Remote Ex Financial Advisor jobs near you

Managing Director, Financial Planning

Cambridge Investment Research, Inc.

Fairfield, IA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

Spire Outsourcing helps financial professionals save time, increase efficiency, and deliver high-quality financial plans to their clients. Developed by experienced CFP professionals, Spire acts as an extension of advisory teams by providing comprehensive financial plan construction and support, allowing advisors to focus on growing their businesses and strengthening client relationships.

Position Summary

Spire Outsourcing is seeking a strategic and entrepreneurial Managing Director to lead the continued growth and expansion of our financial planning outsourcing business. This executive-level leader will be responsible for driving business development, developing strategic initiatives, cultivating industry relationships, and ensuring the delivery of exceptional financial planning services.

The ideal candidate is a proven leader in financial planning with strong business development experience, deep industry expertise, and a passion for helping financial professionals expand the value they deliver to their clients.

Key Responsibilities

Strategic Leadership

  • Develop and execute Spire's strategic growth plan and annual operating budget.

  • Partner with executive leadership to enhance service offerings and drive business expansion.

  • Monitor financial performance and provide insights and recommendations to stakeholders.

  • Lead initiatives that improve operational efficiency, scalability, and client outcomes.

Business Development

  • Create and implement business development strategies that support annual revenue goals.

  • Build relationships with RIAs, financial advisors, enterprises, and industry partners.

  • Expand market awareness and adoption of Spire Outsourcing services.

  • Identify opportunities to strengthen the firm's market position and industry presence.

Client Experience

  • Develop and maintain trusted relationships with clients and key stakeholders.

  • Participate in client meetings, presentations, and strategic reviews.

  • Ensure consistent delivery of high-quality financial planning solutions.

  • Champion client satisfaction and long-term retention.

Team Leadership

  • Recruit, mentor, and lead financial planning professionals.

  • Foster a culture of collaboration, innovation, and accountability.

  • Promote ongoing professional development and industry education.

  • Support the implementation of technologies and processes that improve service delivery.

Industry Expertise

  • Stay informed regarding financial planning trends, regulatory developments, and best practices.

  • Evaluate and implement new tools, methodologies, and technologies to strengthen service offerings.

  • Represent Spire at industry events, conferences, and networking opportunities.


What We Are Looking For

  • 10+ years of financial planning, wealth management, consulting, or related leadership experience.

  • Demonstrated success in business development and revenue growth.

  • Experience leading teams and managing strategic initiatives.

  • Strong understanding of financial planning processes and advisor needs.

Required Credentials

  • CFP designation or equivalent professional designation required.

  • FINRA Series 7 and Series 66 licenses required.

Why Join Spire Outsourcing?

  • Opportunity to shape the future growth of an innovative financial planning services organization.

  • Work alongside experienced financial planning professionals dedicated to advisor success.

  • Drive meaningful impact across advisors, enterprises, and clients nationwide.

  • Lead a business positioned to help financial professionals become more efficient and scalable.

Location: REMOTE, Phoenix, AZ, or Fairfield, IA


Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Eleven paid holidays

You can find more details about our comprehensive benefits packagehere.


Cambridge Overview:

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.

Apply