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Remote Financial Planning Internship Jobs in Iowa

CFS

Sr FP&A

Des Moines, IA · Remote

$80K - $120K/yr

Hybrid - South Bend, Indiana (2 days onsite / 3 days remote) Salary: $80,000 - $120,000 Position Overview We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana

SuperSummary

Finance Manager

Des Moines, IA · Remote

... remote, global team united by curiosity, creativity, and a shared love of learning. About the Job ... Evaluate and recommend improvements to financial tools and workflows (ERP, billing, reporting)

FIRST CITIZENS BANK

Financial Analyst

Mason City, IA · On-site +1

Organizing, Planning & Prioritizing Work * Develops specific goals and plans to prioritize ... Remote work may be available upon supervisor approval. PHYSICAL AND MENTAL DEMANDS: * Position ...

GIA Legacy Planning

GIA Legacy Planning is a life insurance distribution agency helping families protect what they have ... You have experience in sales, real estate, finance, customer service, or another client-facing role ...

Manulife

Suitability Review Specialist

Nevada, IA · Remote

$73K - $122K/yr

Knowledge of financial planning concepts, retirement planning strategies, and client investment ... Referenced Salary Location USA, Massachusetts - Full Time Remote Working Arrangement Remote Salary ...

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Remote Financial Planning Internship information

What is the difference between Remote Financial Planning Internship vs Remote Financial Advisor?

AspectRemote Financial Planning InternshipRemote Financial Advisor
CredentialsTypically pursuing or recent graduate, some certifications like CFP preferredRequires CFP certification or similar credentials
Work EnvironmentInternship setting, often part-time or temporaryFull-time, client-facing role, often independent or within firms
Industry UsageEntry-level position in finance firms, banks, or advisory companiesProfessional advisory role serving clients directly

The main difference is that a Remote Financial Planning Internship is an entry-level, temporary position aimed at gaining experience, often requiring minimal credentials. In contrast, a Remote Financial Advisor is a professional role requiring certifications and involves providing financial advice directly to clients. Internships serve as a stepping stone toward becoming a licensed financial advisor.

What is a remote financial planning internship?

A Remote Financial Planning Internship is a temporary position where interns work virtually to support financial planners or advisors. Interns typically assist with tasks such as researching investment options, preparing client reports, and learning about financial planning strategies. This role allows students or recent graduates to gain hands-on experience in financial services while working from home or another remote location. The internship helps build key skills in finance, client communication, and the use of relevant software. It is an excellent opportunity for those interested in pursuing a career in financial planning or wealth management.

What types of projects and tasks can I expect to work on during a remote financial planning internship?

As a Remote Financial Planning Intern, you’ll typically assist with preparing financial reports, conducting market research, and supporting the analysis of investment portfolios. You may also help develop client presentations, update budgeting spreadsheets, and participate in virtual client meetings alongside experienced planners. Collaboration is common, often involving coordination with other interns and team members via digital tools. This hands-on experience helps you understand industry best practices and prepares you for a future role in financial planning.

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

To thrive as a Remote Financial Planning Intern, you need a solid background in finance or accounting, strong analytical skills, and typically be pursuing or have completed a relevant degree. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), Microsoft Excel, and possibly progress toward certifications like CFP is advantageous. Excellent communication, self-motivation, and time management skills are essential for collaborating with clients and teams remotely. These skills ensure accurate financial analysis, effective virtual teamwork, and the ability to deliver valuable client support in a remote environment.

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

The most popular types of Remote Financial Planning jobs in Iowa are:

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

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

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

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

What cities in Iowa are hiring for Remote Financial Planning Internship jobs?

Cities in Iowa with the most Remote Financial Planning Internship job openings:

Remote Financial Planning Internship jobs near you

Sr FP&A

CFS

Des Moines, IA • Remote

$80K - $120K/yr

Full-time

Posted 11 days ago

Job description

Senior FP&A Analyst

Location: Hybrid – South Bend, Indiana (2 days onsite / 3 days remote)
Salary: $80,000 – $120,000

Position Overview

We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana. This position will serve as a strategic finance partner responsible for Asset Liability Management (ALM), balance sheet management, financial forecasting, and risk analysis. The ideal candidate will be a self-starter who enjoys working independently while providing meaningful financial insights and recommendations to executive leadership.

Key Responsibilities
  • Lead the Asset Liability Management (ALM) process by analyzing interest rate risk, liquidity risk, and overall balance sheet performance.
  • Develop financial models, forecasts, and scenario analyses to support strategic planning and executive decision-making.
  • Monitor key financial metrics, cash flow, capital adequacy, and balance sheet trends while identifying risks and recommending mitigation strategies.
  • Prepare and present financial reports, ALM analysis, and recommendations to executive leadership and the Asset Liability Committee (ALCO).
  • Partner with accounting and finance leadership on budgeting, forecasting, and long-range financial planning initiatives.
  • Analyze interest rate sensitivity and provide recommendations that strengthen profitability while minimizing financial risk.
  • Support regulatory reporting and ensure compliance with financial reporting standards and credit union regulations.
  • Continuously improve reporting processes, financial models, and analytical tools to drive efficiency and better business decisions.
Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3+ years of experience in FP&A, treasury, banking, credit union, wealth management, insurance, or financial services.
  • Hands-on experience with Asset Liability Management (ALM) and balance sheet management.
  • Strong understanding of interest rate risk, liquidity management, and financial risk mitigation.
  • Advanced Excel and financial modeling skills.
  • Excellent communication and presentation skills with the ability to confidently present findings to executive leadership.
  • Ability to work independently while collaborating effectively across departments.
  • CFA, CTP, or other financial certifications are a plus.
Compensation & Benefits
  • Salary: $80,000 – $120,000
  • Hybrid schedule: 2 days onsite in South Bend, Indiana, with flexibility to work remotely the remainder of the week.
  • Comprehensive benefits package
  • Bonus eligibility
  • Excellent opportunity for career advancement within a growing organization
  • High visibility with executive leadership and the opportunity to influence strategic financial decisions.

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