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Remote Financial Planner Jobs in Iowa (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Indianola, IA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Newton, IA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Ottumwa, IA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Davenport, IA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Waverly, IA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Iowa

Remote Financial Planner information

See Iowa salary details

$47.4K

$90.8K

$131K

How much do remote financial planner jobs pay per year?

As of Sep 3, 2026, the average yearly pay for remote 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 a remote financial planner?

A remote financial planner is a professional who helps individuals or businesses manage their finances, investments, and long-term financial goals, but does so primarily through virtual channels such as phone calls, video conferencing, and online platforms. They provide services including budgeting advice, retirement planning, tax strategies, and investment recommendations, all without the need to meet clients in person. This remote setup offers flexibility for both the planner and client, often allowing for a broader client base and more convenient scheduling.

How do remote financial planners typically collaborate with clients and colleagues while working offsite?

Remote Financial Planners rely heavily on digital platforms to maintain strong client relationships and collaborate with team members. Video conferencing, secure messaging, and cloud-based financial planning tools are commonly used to conduct meetings, share documents, and track progress on client accounts. Effective communication skills and comfort with technology are essential, as much of the role involves proactive outreach, virtual presentations, and joint planning sessions with colleagues in compliance, investment, or tax advisory. While the work is flexible, staying organized and responsive helps ensure high client satisfaction and smooth teamwork.

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

To thrive as a Remote Financial Planner, you need strong analytical skills, comprehensive knowledge of financial planning, and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional interpersonal skills, self-motivation, and clear virtual communication help build trust and maintain client relationships remotely. These abilities are essential for delivering effective, compliant financial advice and fostering long-term client satisfaction from a distance.

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

AspectRemote Financial PlannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependently or with firms, client meetings onlineIndependently or with firms, client meetings online
Industry UsageFinancial planning, wealth managementFinancial planning, wealth management
Primary FocusCreating comprehensive financial plansProviding personalized financial advice

Remote Financial Planners and Remote Financial Advisors often share certifications and work environments. The main difference is that financial planners develop comprehensive plans, while financial advisors focus on personalized advice. Both roles serve similar client needs in the financial industry, often overlapping in duties and qualifications.

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

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

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

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

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

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

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Iowa as of August 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 100% Remote job distribution, with an average salary of $90,809 per year, or $43.7 per hour.

Managing Director, Financial Planning

Cambridge Investment Research, Inc.

Fairfield, IA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 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