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Remote Financial Planning Jobs in Iowa (NOW HIRING)

CDK

Lead Accountant, Consolidations and Reporting

Des Moines, IA · Remote

$115K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Remote USA About Us: CDK Global is a leading provider of cloud-based software to dealerships and ... financial planning and analysis, tax, treasury, and external audit to apply accounting policy and ...

CSAA

Corporate Development Principal - Remote

Nevada, IA · Remote

  • Retirement

Develop financial analyses and strategic business cases that support executive decision-making ... Support due diligence, contract negotiations, implementation planning, governance activities, and ...

Enterprise

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

Entegral Financial Analyst

Clintonia, IL · On-site +1

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Enterprise

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

For remote or full remote work-from-home positions, reliable high-speed internet, a dedicated ... Understanding financial data and translating it into actionable strategies * Experience in data ...

Solid Rock Recruiting LLC

Senior Tax Advisor

Des Moines, IA · On-site +1

$100K - $150K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Coordinate with internal preparers and bookkeepers, along with outside attorneys, financial ... Direct ownership of client relationships and planning conversations. * Flexible remote or hybrid ...

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Showing results 21-40

All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Iowa

Remote Financial Planning information

See Iowa salary details

$47.4K

$90.8K

$131K

How much do remote financial planning jobs pay per year?

As of Aug 16, 2026, the average yearly pay for remote financial planning 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 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 expertise in financial analysis, investment strategies, and personal finance, usually supported by a bachelor's degree in finance or accounting and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management tools, and secure online communication platforms is typically required. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top professionals apart in this remote role. These skills and qualities are crucial for building client trust, providing sound financial advice, and managing client relationships effectively from a distance.

What is remote financial planning?

Remote financial planning is the process of working with a financial planner or advisor virtually, rather than meeting in person. Through online platforms, phone calls, and video meetings, clients receive guidance on budgeting, investing, retirement planning, and other financial goals from the comfort of their home or office. This approach offers flexibility, access to a wider range of professionals, and convenience for both clients and advisors.

What are remote financial planning jobs?

In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.

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

AspectRemote Financial PlanningRemote Financial Advisor
CertificationsCFP, CFA, or ChFC often requiredCFP, CFA, or ChFC often required
Work EnvironmentPrimarily client consultations, planning, and analysisClient meetings, investment advice, portfolio management
Employer & Industry UsageFinancial planning firms, independent advisors, banksFinancial advisory firms, banks, wealth management companies

Remote Financial Planning involves creating comprehensive financial strategies for clients, focusing on long-term goals. Remote Financial Advisors typically provide investment advice and manage portfolios. Both roles often require similar certifications and work in comparable environments, but their core functions differ: planning vs. advising on investments.

How do remote financial planners typically collaborate with clients and team members effectively?

Remote financial planners often use a combination of secure video conferencing, collaborative digital tools, and cloud-based financial software to interact with clients and colleagues. Regular virtual meetings and clear communication protocols are essential for building trust and ensuring all stakeholders are aligned on financial strategies. Additionally, remote planners must be proactive in maintaining client relationships, frequently updating them on progress and responding promptly to inquiries. Collaboration with analysts, compliance professionals, and administrative staff is usually managed through project management platforms and secure document sharing systems.
More about Remote Financial Planning jobs

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

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

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

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

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

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

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

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

Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Iowa as of August 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 100% Remote job distribution, with an average salary of $90,809 per year, or $43.7 per hour.

Sr. Financial Reporting Accountant

Fidelity & Guaranty Life Insurance Company

Des Moines, IA • Remote

$83K - $109K/yr

Full-time

Re-posted 7 days ago

Job description

Job Summary

This position is a senior level position performing various duties related to the financial reporting process for Fidelity & Guaranty Life and subsidiaries. Areas of responsibility include preparation of the quarterly and annual Statutory financial statements, footnote disclosures, and analysis required for Statutory reporting. This position will also support the department with respect to internal and external audit requests.

Duties & Responsibilities

  • Responsible for timely and accurate completion of regulatory required statutory reporting, including the Annual and Quarterly Statements, MD&A, statutory audited financial statements and any associated filing.
  • Support coordination and preparation of certain GAAP, quarterly and annual statements; and related analysis, including, but not limited to related footnotes and analytics.
  • Prepare analysis and utilize reporting tools to obtain information from the general ledger (Oracle) and/or financial data warehouse as required to assist with the reconciliation and analytic duties related to position.
  • Preparation of journal entries and account reconciliations including supporting analysis when applicable
  • Support compliance with internal control procedures and documentation of controls (i.e., Review and approval control binders)
  • Support internal and external (EY) audits and statutory insurance department examinations, as needed.
  • Pursue path of continuous process improvement (including automation) opportunities to identify and provide recommendations.

Supervisory Responsibilities: This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.

Knowledge, Skills & Abilities

  • Strong computer knowledge including familiarity of financial based client-server packages desired.
  • Knowledge of reporting packages, including SOVOS and Wdata reporting tools a plus.
  • Exceptional interpersonal and communication (verbal and written) skills.
  • Highly motivated and demonstrated ability to take initiative.
  • Leadership skills, with the coach and mentor staff.
  • Ability to work both independently and as part of a team with professionals at all levels.
  • Strong analytical skills and understanding of key data.
  • Ability to effectively prioritize multiple tasks/projects to meet critical deadlines.
  • Ability to work in a fast-paced environment.
  • Excellent organizational and time management skills.
  • Demonstrated ability to maintain confidentiality.
  • Strong problem solving skills.
  • Advanced knowledge of Excel required.
  • Embraces and demonstrates F&G's cultural values
  • Builds trust and camaraderie between team members
  • Experience playing a lead role in team projects or deliveries to ensure smooth operation, timeliness, accuracy and achieve targeted result

Minimum Qualifications

  • Bachelor's Degree in Accounting or Finance

Years of Experience

  • 3+ year of relevant experience in sophisticated accounting environment
  • Insurance experience a plus

License/Certification

  • CPA or pursuing CPA Preferred

Other Requirements

  • This position primarily involves sedentary work, requiring long periods of sitting, regular use of a computer, and occasional standing or walking, with reasonable accommodations available.
  • Perform other functions, duties and projects as assigned
  • Regular and punctual attendance

Ability to travel up to: 10% of the time

#LI-MB1 #LI-Remote

Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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