Onboarding Retirement Planner

Onboarding Retirement Planner

Location:

Ames, IA
Compensation:
Competitive –Based on Experience

An established retirement planning firm is expanding into the Ames market and is looking for an Onboarding Retirement Planner to help launch its new location. This is a business development-focused role where you’ll guide prospective clients through the retirement planning process and convert them into long-term clients. Once clients are onboarded, they transition to a Relationship Advisor, allowing you to focus on new client acquisition and community growth.

• Meet with prospective clients to understand their financial goals
• Develop customized retirement and financial planning strategies
• Build trust and guide clients through the onboarding process
• Present investment and retirement planning recommendations
• Conduct educational workshops and represent the firm at community events
• Maintain accurate documentation and ensure compliance with industry regulations

• 3+ years of experience in financial advising, wealth management, retirement planning, or a related field preferred
• CFP or other industry designations are welcomed but not required
• Strong relationship-building, communication, and presentation skills
• Experience with financial planning software and CRM systems
• Existing relationships in the Ames market are highly preferred
• Military background is a plus

• Opportunity to help establish a new office in Ames
• Focus on business development and client acquisition
• Competitive compensation based on experience
• Initial training provided in the Des Moines office
• Strong support team and excellent long-term growth potential

If you’re passionate about helping clients prepare for retirement and enjoy building relationships in your community, we’d love to hear from you. #RIMUS