Corporate Trainer
Fairfield, IA · On-site
$55 - $70/hr
Design and facilitate instructor-led, virtual, blended, flipped-classroom, and self-paced learning ... financial planning, and retirement services to individuals and families across the country.
Corporate Trainer
Fairfield, IA · On-site
$55 - $70/hr
Design and facilitate instructor-led, virtual, blended, flipped-classroom, and self-paced learning ... financial planning, and retirement services to individuals and families across the country.
Corporate Trainer
Fairfield, IA · Hybrid
Design and facilitate instructor-led, virtual, blended, flipped-classroom, and self-paced learning ... financial planning, and retirement services to individuals and families across the country.
Corporate Trainer
Fairfield, IA · Hybrid
Design and facilitate instructor-led, virtual, blended, flipped-classroom, and self-paced learning ... financial planning, and retirement services to individuals and families across the country.
Personal Financial Counselor; Assignment Ready Counselor, PFC, 185th Air Refueling Wing, IA
Sioux City, IA · On-site +1
$58K - $93K/yr
Virtual PFC support may only be authorized by OSD FINRED Program office. * Manages duty to warn ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Personal Financial Counselor; Assignment Ready Counselor, PFC, 185th Air Refueling Wing, IA
Sioux City, IA · On-site +1
$58K - $93K/yr
Virtual PFC support may only be authorized by OSD FINRED Program office. * Manages duty to warn ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Tax Expert - On-Site
Sioux City, IA · On-site
$45 - $75/hr
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - On-Site
Sioux City, IA · On-site
$45 - $75/hr
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Corporate Trainer
Fairfield, IA · On-site
$55 - $70/hr
Design and facilitate instructor‑led, virtual, blended, flipped‑classroom, and self‑paced ... financial planning, and retirement services to individuals and families across the country.
Corporate Trainer
Fairfield, IA · On-site
$55 - $70/hr
Design and facilitate instructor‑led, virtual, blended, flipped‑classroom, and self‑paced ... financial planning, and retirement services to individuals and families across the country.
Tax Expert - On-Site
Davenport, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - On-Site
Davenport, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - On-Site
Des Moines, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - On-Site
Des Moines, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Branch
Davenport, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Branch
Davenport, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local
Cedar Rapids, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local
Cedar Rapids, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local
Sioux City, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local
Sioux City, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Branch
Sioux City, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Branch
Sioux City, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Branch
Sioux City, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - Local Branch
Sioux City, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - On-Site
Sioux City, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Tax Expert - On-Site
Sioux City, IA · On-site
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
... of financial experts, serving in-person and virtual customers who use Intuit TurboTax products ... planning, and advisory services. This is not a hand-off model. You will sit in the same customer ...
Virtual Financial Planning information
See Iowa salary details
$10.84 - $12.75
1% of jobs
$12.75 - $14.66
1% of jobs
$14.66 - $16.56
4% of jobs
$16.56 - $18.47
9% of jobs
$19.38 is the 25th percentile. Wages below this are outliers.
$18.47 - $20.38
21% of jobs
The median wage is $22.04 / hr.
$20.38 - $22.29
16% of jobs
$22.29 - $24.20
18% of jobs
$25.15 is the 75th percentile. Wages above this are outliers.
$24.20 - $26.11
10% of jobs
$26.11 - $28.02
10% of jobs
$28.02 - $29.93
6% of jobs
$29.93 - $31.84
4% of jobs
$10
$22
$31
How much do virtual financial planning jobs pay per hour?
As of Sep 6, 2026, the average hourly pay for virtual financial planning in Iowa is $22.92, according to ZipRecruiter salary data. Most workers in this role earn between $19.18 and $25.72 per hour, depending on experience, location, and employer.
What is virtual financial planning?
Virtual financial planning is the process of providing financial advice and planning services through online platforms rather than in-person meetings. Financial planners use video calls, secure messaging, and digital document sharing to help clients manage investments, plan for retirement, create budgets, and achieve financial goals. This approach offers flexibility, convenience, and access to a wider range of financial experts regardless of location. Clients can receive personalized advice and ongoing support while saving time and travel costs.
What are the key skills and qualifications needed to thrive as a virtual financial planner?
To thrive as a Virtual Financial Planner, you need strong analytical skills, in-depth financial knowledge, and usually a bachelor's degree in finance or a related field, with certifications like CFP or CFA being highly valued. Familiarity with financial planning software, virtual meeting platforms, and secure document-sharing systems is essential. Excellent communication, client relationship management, and digital collaboration skills distinguish top performers in this role. These abilities ensure accurate advice, seamless remote service delivery, and strong client trust in a digital financial environment.
What are some common challenges faced by virtual financial planners, and how can they be effectively managed?
Virtual Financial Planners often face challenges such as building trust with clients remotely, managing digital communication efficiently, and staying compliant with industry regulations in a virtual environment. To overcome these obstacles, it's important to leverage secure and user-friendly digital platforms, maintain proactive and transparent communication, and continuously update one's knowledge of compliance standards. Many successful professionals also invest in ongoing training and adopt best practices for virtual relationship-building to ensure clients feel supported and confident in the planning process.
What is the difference between Virtual Financial Planning vs Financial Advisor?
| Aspect | Virtual Financial Planning | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often required | Same certifications typically required |
| Work Environment | Remote, online platform-based | In-person or hybrid, office-based or remote |
| Industry Usage | Common in digital financial services | Traditional and digital financial services |
| Services Offered | Financial planning via online tools and consultations | Comprehensive financial advice, investment management |
Virtual Financial Planning and Financial Advisors both require similar credentials and serve clients in the financial industry. The key difference lies in the delivery method: Virtual Financial Planning is conducted primarily online and remotely, while Financial Advisors may work in person or in hybrid settings. Both roles aim to help clients achieve financial goals, but Virtual Financial Planning emphasizes digital platforms for convenience and accessibility.
Can you be a virtual financial planner?
Yes, a virtual financial planner provides financial advice and planning services remotely, often through video calls, phone, or online platforms. They typically need relevant certifications such as CFP and proficiency with financial planning software, and may work flexible hours depending on client needs.
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 Virtual Financial Planning jobs in Iowa?
For Virtual Financial Planning jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Planning jobs in Iowa look for?
The top searched job categories for Virtual Financial Planning jobs in Iowa are:
What cities in Iowa are hiring for Virtual Financial Planning jobs?
Cities in Iowa with the most Virtual Financial Planning job openings:
$55 - $70/hr
Other
Medical, Dental, Vision, Life, Retirement
Posted 9 days ago
Job description
Job SummaryKey Deliverables and ResponsibilitiesDo you enjoy designing engaging learning experiences, facilitating training programs, and partnering with leaders to build employee capability? Cambridge is seeking a Corporate Trainer to join our Training & Education team. In this role, you'll design, deliver, and continuously improve learning experiences that build technical, professional, operational, product, and business process knowledge across the organization. You'll work closely with subject matter experts and stakeholders to create impactful training solutions that support associate success and business objectives.Design and facilitate instructor-led, virtual, blended, flipped-classroom, and self-paced learning programs.Develop training materials including facilitator guides, learner resources, assessments, job aids, and digital learning content.Support Learning Management System (LMS) administration, reporting, enrollments, and learner support.Conduct learning needs assessments, performance gap analyses, and stakeholder consultations to identify effective learning solutions.Measure learning effectiveness and use data-driven insights to continuously improve training programs.What We Are Looking ForFour or more years of related experience, education, and/or trainingStrong facilitation, presentation, and communication skillsExperience with adult learning principles, classroom and virtual training delivery, learner engagement, and instructional design.Proficiency with LMS administration, Microsoft Teams, webinar platforms, learning technologies, and content authoring tools.A collaborative mindset with the ability to influence, build relationships, and drive continuous improvement.Location: Phoenix, AZ, or Fairfield, IA – Hybrid in-office 3 days/weekSalary Range: $55,000-70,000Why 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 insuranceVacation/sick time401K retirement plan with company matching programEleven paid holidaysYou can find more details about our comprehensive benefits package here .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. #J-18808-Ljbffr