Retirement & Investment Advisor

Iowa Retirement Benefits & Solutions is dedicated to helping clients build strong retirement plans that provide long-term peace of mind. The firm focuses on educating clients about innovative insurance and retirement planning solutions, while delivering personalized service tailored to individual financial goals. Core areas of expertise include retirement income planning, investment management, tax strategies, and estate planning. Team members work closely with clients to help ensure they can enjoy a secure and fulfilling retirement.

Our philosophy is simple: put the client's best interest first and provide comprehensive advice—not product sales. We're looking for an advisor who shares that mindset and wants to build lasting relationships while working as part of a collaborative team.

We're seeking a motivated Financial Advisor holding an active Series 65 license (or equivalent registration) to join our growing firm.

This position focuses on building relationships, delivering ongoing financial advice, and helping clients develop and implement comprehensive retirement plans. Advisors work alongside our operations and support staff so they can focus on what matters most—serving clients.

• Conduct client discovery and review meetings
• Develop and present retirement income strategies
• Provide investment management recommendations
• Assist clients with retirement planning, Social Security, tax‑efficient withdrawal strategies, and estate planning coordination
• Maintain regular communication with existing clients
• Build relationships with prospective clients through seminars, referrals, and educational events
• Collaborate with advisors and support staff to deliver an exceptional client experience
• Maintain accurate CRM documentation and follow compliance requirements
• Stay current on industry regulations and planning strategies

• Strong skills in Financial Planning and Retirement Planning, with the ability to design comprehensive, goal‑based retirement strategies.
• Finance and Investments expertise to analyze portfolios, evaluate risk, and recommend appropriate financial products.
• Experience in Financial Advisory, including client‑facing consulting, needs analysis, and ongoing relationship management.
• Relevant certifications or licenses (such as CFP, Series licenses, or insurance licenses) are highly beneficial.
• Excellent analytical, communication, and interpersonal skills, with a client‑centered approach.
• Ability to work independently, uphold ethical standards, and comply with all regulatory requirements.
• Prior experience in retirement planning, wealth management, or insurance‑based solutions is an advantage.

• Enjoys educating rather than selling
• Builds trust naturally
• Wants long-term client relationships
• Pays attention to details
• Takes ownership of your work
• Values teamwork and continuous improvement

If you're looking for a place where comprehensive planning comes before product sales and where your work has a meaningful impact on clients' lives, we'd love to hear from you.