Job Description

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.

What You'll Do:

• 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

What We're Looking For:

• 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

Why Join Us?

• 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.

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