Lead Financial Planner
$140k - $210kMOHR Talent
The Lead Planner serves as the relationship manager for approximately 100 clients, overseeing revenue between $700k–$1.1M. This role provides comprehensive financial planning and investment management, including cash flow and tax planning, retirement planning, estate planning, insurance planning, and investment management. About 25% of the role will also focus on business development through networking, outreach, and identifying new prospects. Responsibilities: Manage and grow strong, lasting client relationships. Develop and implement comprehensive financial plans. Analyze and interpret financial information to create actionable strategies. Identify gaps in client plans and provide tailored solutions to help them achieve their goals. Communicate complex financial strategies clearly in both written and verbal formats. Respond promptly to client inquiries and provide excellent service. Engage in business development, networking, and community involvement to attract new clients. Confidently present the firm’s value proposition to potential clients. Qualifications: Bachelor’s degree required. Certified Financial Planner (CFP) designation required. Additional designation or specialization strongly preferred. 10+ years of experience with a financial planning firm. Proven success in driving business development and cultivating client relationships. Strong analytical, organizational, and time-management skills. Excellent communication and presentation skills. Proficient in Microsoft Office and financial planning tools. Compensation: Base salary $140,000–$210,000, plus bonus structure tied to company profitability and revenue growth. Key Attributes for Success: Outgoing, extroverted personality suited for client engagement and business development. Strong initiative and proactive approach. Team-oriented, collaborative mindset. Dependable, detail-oriented, and able to follow through on commitments. MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. #J-18808-Ljbffr MOHR Talent
- About this role:Wells Fargo is seeking a Lead Risk Analytics Consultant to join Finance Independent Risk Management. This role provides... ....Knowledge of the infrastructure is needed to support financial risk management.Strong leadership and influencing skills; proven...SuggestedFull timeWork experience placementRelocation package
$119k - $187k
...sponsorship or visa transfer for this role. Wells Fargo is seeking a Lead Information Security Analyst to help drive the continued... ...experience. ~3+ years of related work experience in financial industry operations or systems. ~ Experience with IAM technologies...SuggestedFull timeWork experience placementWork at officeWork from homeVisa sponsorship2 days per week3 days per week- Silverstar Car Wash in Clive, IA is seeking a Car Wash Supervisor to oversee daily operations and ensure top service for customers. You will lead a team, train staff, and maintain quality control across the facility. The role offers full-time hours, comprehensive benefits after...SuggestedFull time
- ...Department Investments General Function The Paraplanner supports financial advisors by specializing in analysis, research, reporting and... ...Reporting Relations Accountable and reports to: VP, Financial Planner Positions that report to you: None Primary Duties and...SuggestedWork at office
- ...relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking... ...outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through...SuggestedTemporary workWork experience placementImmediate start
Wells Fargo
Clive, IA2 days ago - ...Heritage, A Hy-Vee Company, is looking for an Investment Analyst/Paraplanner in West Des Moines, Iowa. This role involves supporting financial advisors with analysis, reporting, and executing trades to meet client objectives. The ideal candidate will have licenses such as...Work at office
- ...awareness. Prospects new and existing clients to identify their financial goals and ways of reaching those goals. Provides a superior... ...People, Inspire Success and Foster Growth . Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank...Full timeWork experience placementBank staffWork at officeLocal areaNight shiftWeekend work
Bank-Iowa-1
West Des Moines, IA5 days ago - Triangle Financial Services, Inc. in West Des Moines, IA, is hiring a Paraplanner to join our team of financial advisors. You will support the planning process, maintain client data, and help deliver high-quality financial plans and client care. The ideal candidate has...
- Triangle Financial Services, Inc., is an independent financial services firm in West Des Moines, Iowa, that is proud of always doing what’s best for our clients and providing outstanding service. We are looking to hire an Paraplanner to join our growing team of financial...Full timeWork experience placementFlexible hours
- McDonald's - 4900 Northwest Urbandale Drive - Responsibilities: Greet guests and communicate with them while ordering; Offer help with using the ordering kiosks; Assist those needing extra hands; Check on guests after they have their food to ensure satisfaction; Communicate...
McDonald's
Urbandale, IA5 days ago - ...Catering Lead Our employees love working at Panera Bread! Customers and co-workers will become your Panera family. At Panera Bread, warmth is our business. Make it yours! We’re looking for a Catering Lead to manage all aspects of our catering operations. Catering...Hourly pay
Panera
Urbandale, IA1 day ago - Job Description Opens and closes the store in the absence of store management, including all required systems start-ups, required cash handling, and ensuring the floor and stock room are ready for the business day. Responsible for opening back door of store for deliveries...Work experience placementSeasonal workLocal areaShift work
Walgreens Boots Alliance
Urbandale, IA5 days ago $20 - $22 per hour
...DSP Shift Lead Golden Heart is seeking an experienced Program Supervisor to provide direct care and support daily operations in a home-like setting. This role blends hands-on caregiving with staff leadership and administrative responsibilities. If you have your Med...Hourly payWork from homeFlexible hoursShift workGolden Heart
Urbandale, IA2 days ago$16 per hour
Job Type Full-time Description Car Wash Supervisor Whats in it for You? Great compensation - Up to $16 per Hour Complete benefit package available at Full Time after waiting period. Paid Time Off Learning & Growth Opportunities...Hourly payFull timeWork at officeFlexible hoursAfternoon shiftSilverstar Car Wash
Clive, IA4 days ago- Wells Fargo is seeking a Sr. Lead Business Accountability Specialist to join the Consumer Banking & Lending (CBL) CAO Risk Governance... ...for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes...Full timeWork experience placementImmediate startRelocation package
- ...and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using...Immediate startAfternoon shift
- ...and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using...Afternoon shift
- ...United States hires a Relationship Banker to represent the Chase brand, build meaningful client relationships, and provide thoughtful financial solutions using modern banking tools. You will work to acquire, manage, and retain clients while delivering a high level of...
$100k
...Description:Merrill Wealth Management is a leading provider of comprehensive wealth... ...investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning...Full timeWork at officeDay shift- POSITION: Liturgy & Music Ministry Team Lead REPORTS TO: Pastor SUPERVISES: Liturgy & Music Ministry Team members POSITION DETAIL: Full Time, Exempt POSITION SUMMARY: St. Pius X is seeking a pastoral leader who will build, strengthen, and take to the next level our current...Full timeWork experience placementWork at officeAfternoon shiftWeekday work
Saint Pius X Catholic Church
Urbandale, IA10 days ago - Continuous Improvement Lead - 9-12 Math - Urbandale High School (internal) Urbandale Community School District, Urbandale High School, Urbandale, Iowa. Posted: Apr 03, 2026 5:00 AM (UTC) | Starting Date: Jul 1, 2026 Position Type: Full-Time Job Description This is a...Full timeSecond jobWork visa
$21.5 - $24.74 per hour
...particular, that includes creating an equitable, inclusive and growth-focused environment for our people. Job Summary The Guest Experience Lead is responsible for ensuring all guests (i.e., customers) receive a quality in-store experience. They do this by overseeing or...Minimum wagePart timeShift workNight shiftWeekend workDay shiftAfternoon shiftEarly shift- Williams‑Sonoma, Inc. is seeking a Visual Merchandising Lead to partner with management and the District Visual Manager to execute the store’s visual strategy. The role focuses on coaching the visual team, modeling routines, and maximizing productivity while keeping the...
- Panda Restaurant Group, Inc. is seeking a Shift Lead in West Des Moines, IA. You will support management in running shifts, supervise team members, and help prepare Panda favorites for guests, ensuring fast, friendly service in a busy setting. You will gain hands-on experience...Flexible hoursShift work
- Aditi Consulting is seeking a senior technical lead to drive resiliency, reliability, and security for complex software. You will act as Incident Commander to coordinate failure recovery and establish Service Level Objectives across multiple systems. The role requires...
- 650 UHY Advisors Midwest, Inc. is seeking a Tax Principal in West Des Moines, IA. In this strategic leadership role, you will drive the growth and excellence of our tax practice while managing high-level client relationships and shaping innovative tax strategies. The ideal...
- GreenState Credit Union is seeking an experienced Collections Specialist to manage delinquent accounts, perform loss mitigation reviews, and coordinate with legal and external vendors. You will analyze loan files, determine recovery actions, and work toward settlements ...Work at office
- At Home Group Inc. in Clive, IA is seeking a Zone Lead (Full-Time) to support visual merchandising across designated zones, ensure that signs, fixtures, and endcaps align with company standards, and help create a compelling guest experience that drives sales. The Zone...Full time
- ...services, is seeking a Department Manager to supervise and direct a team across various disciplines. The role emphasizes staffing, financial management, customer care and project profitability within the branch territory. The ideal candidate will have 7+ years of...Work at office
- W. R. Berkley Corporation is seeking a supervisor to lead an assigned rating team in Urbandale, Iowa. This role involves developing training plans, supervising trainee performance, and ensuring quality reviews for certification. The ideal candidate will have at least 3...Traineeship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Financial Planner. Be the first to apply!
