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Remote 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.

Aegon

Manager Operations

Cedar Rapids, IA · On-site +1

$85K - $95K/yr

These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection ... Lead remote teams responsible for premium processing, cash application, and group billing ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Iowa

Remote Financial Advisor information

See Iowa salary details

$33.8K

$95.9K

$135.3K

How much do remote financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for remote financial advisor in Iowa is $95,931.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $123,000.00 per year, depending on experience, location, and employer.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.

What does a remote financial advisor do?

As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

How do remote financial advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

What are the key skills and qualifications needed to thrive as a remote financial advisor, and why are they important?

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

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

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, goal setting

Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.

Can a remote financial advisor work remotely?

A remote financial advisor can work remotely, often providing services through online communication tools and financial planning software. Many firms support remote work arrangements, but advisors typically need relevant certifications and must comply with industry regulations regardless of location.

Why do so many remote financial advisors quit?

Remote financial advisors often leave their roles due to high workload, lack of in-person interaction, and challenges in maintaining work-life balance. Additionally, the need for ongoing certifications and client management can contribute to job dissatisfaction and turnover.
More about Remote Financial Advisor jobs

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

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

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

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

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

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

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

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

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Iowa as of August 2026, with employment types broken down into 64% Full Time, and 36% Part Time. Highlights an 100% Remote job distribution, with an average salary of $95,931 per year, or $46.1 per hour.

Managing Director, Financial Planning

Cambridge Investment Research, Inc.

Fairfield, IA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 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