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Remote Planning Jobs in Iowa (NOW HIRING)

GIA Legacy Planning is a life insurance distribution agency helping families protect what they have ... You control your schedule - mornings, evenings, weekends, you decide * 100% remote - serve clients ...

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

Remote Tax Senior

Cedar Rapids, IA · Remote

$80K - $100K/yr

Remote Tax Senior (Real Estate & Entrepreneurship) Job ID: 984010 Date Posted: July 28, 2026 ... Implement business tax planning solutions and provide proactive advice based on a solid ...

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Showing results 1-20

Remote Planning information

See Iowa salary details

$52.6K

$96.9K

$147.5K

How much do remote planning jobs pay per year?

As of Aug 16, 2026, the average yearly pay for remote planning in Iowa is $96,949.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,400.00 and $109,400.00 per year, depending on experience, location, and employer.

What are the typical responsibilities of someone in remote planning?

In a Remote Planning role, your primary responsibilities will include coordinating project timelines, analyzing data to inform decision-making, and developing actionable plans that align with organizational goals—all from a remote environment. You may work closely with cross-functional, often geographically dispersed teams, using online collaboration platforms to ensure alignment and monitor progress. Tasks can range from scheduling resources and budgeting to preparing reports and facilitating virtual meetings. The ability to manage multiple projects simultaneously while maintaining strong communication with stakeholders is crucial for success in this position.

What is remote planning?

A Remote Planning job involves developing and coordinating plans, schedules, and strategies for projects, operations, or businesses while working remotely. Professionals in this role analyze data, allocate resources, and ensure that objectives are met efficiently. They often collaborate with teams using digital tools and communication platforms. Industries such as logistics, marketing, urban planning, and supply chain management commonly employ remote planners. Strong organizational, analytical, and communication skills are essential for success in this role.

What are the key skills and qualifications needed to thrive in remote planning?

To thrive in Remote Planning, you need strong analytical, organizational, and project management skills, often supported by a degree in business, logistics, urban planning, or a related field. Familiarity with digital planning tools such as Microsoft Project, Trello, or GIS software is commonly required, and certifications like PMP or AICP can be advantageous. Excellent communication, self-motivation, and problem-solving abilities are crucial for collaborating virtually and managing time effectively. These qualities ensure you can deliver effective plans, coordinate with remote teams, and adapt to dynamic project requirements.

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

The most popular types of Planning jobs in Iowa are:

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

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

What cities in Iowa are hiring for Remote Planning jobs?

Cities in Iowa with the most Remote Planning job openings:

Infographic showing various Remote Planning job openings in Iowa as of August 2026, with employment types broken down into 62% Full Time, 20% Part Time, and 18% Contract. Highlights an 100% Remote job distribution, with an average salary of $96,949 per year, or $46.6 per hour.

Managing Director, Financial Planning

Cambridge Investment Research, Inc.

Fairfield, IA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New


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.