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.
Discover your next career opportunity in the vibrant city of Ames, Iowa! Nestled in the heart of the Hawkeye State, Ames offers a perfect mix of small-town charm and big-city conveniences. Home to Iowa State University, Ames boasts a thriving community filled with cultural landmarks like the Brunnier Art Museum and the Stephens Auditorium. With a bustling Main Street lined with unique shops and delicious local cuisine, including the famous State Center Rosemary Sausage, Ames provides a welcoming environment for professionals seeking growth and success. Explore our job listings today and be a part of this dynamic and enchanting region!
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