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
$16 - $23.75 per hour
...deliver an exceptional customer experience Serves as a Brand Ambassador embodying of Coach values and increasing brand awareness Leads implementation of Company initiatives and support full operation of the business Maintain a growth mindset for business and...SuggestedMinimum wageShift workTapestry
Des Moines, IA4 days ago- ...Investments FLSA Salary 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 Responsibilities...SuggestedWork at office
Dormont Manufacturing Company
West Des Moines, IA1 day ago - ...Job Summary This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis... ...reports, graphs and charts of data developed. Serve as a project lead for special projects within the department. Lead and document...SuggestedWork at officeLocal area
Highmark Health
Des Moines, IA4 days ago $35.75k - $52.04k
...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being... ...banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our...SuggestedLocal areaFlexible hoursAfternoon shiftUMB Financial Corporation
Clive, IA5 days ago$86.4k
...Inc. Job Description : JOB SUMMARY This job performs financial and business related research and analysis such as the preparation... ..., graphs and charts of data developed. Serve as a project lead for special projects within the department. Lead and document...SuggestedFor contractorsWork at officeLocal areaHighmark Health
Des Moines, IA4 days ago- ...comprehensive benefits package including health coverage, a 401(k) plan, paid time off, and career advancement opportunities within a leading national bank. Applicants should have customer interaction experience and must meet SAFE registration requirements. #J-18808-Ljbffr...Full timePart time
Quality Talent Group
Des Moines, IA1 day ago $90k - $100k
...entertainment and more. POSITION SUMMARY: The Procurement Lead, under general direction from the Senior Director of Finance &... ...asset disposition activities in coordination with operational, financial, and compliance requirements. QUALIFICATIONS...Contract workWork at officeLocal areaRemote workDART
Des Moines, IA2 days ago- ...potential to provide quality work. We strive each day to better serve our customers and employees. Position Overview The Travel Insulation Lead will manage the day-to-day activities of a team of laborers, carpenters, and helpers and is responsible for ensuring the safety and...Temporary workWork at officeImmediate startShift work
HTH Companies
Des Moines, IA5 days ago - ...precast concrete infrastructure worldwide. We provide industry-leading production equipment; highly engineered formwork; and a broad portfolio... ...function processes* Demonstrated ability to understand and use financial data and analysis in problem solving* Promotion of team spirit...Work at officeWorldwide3 days per week
Barry-Wehmiller Companies Inc
Des Moines, IA2 days ago $22.3 - $35.2 per hour
...Lead Coordinator, Collections About Navista We believe in the power of community oncology to support patients through their journeys... ...to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains...Hourly payTemporary workWork at officeLocal areaFlexible hoursCardinal Health
Des Moines, IA4 days ago- ...Humana Inc is seeking a Strategy Advancement Advisor to lead strategic initiatives that optimize productivity and workforce management. This role will bridge data insights into actionable strategies to drive performance across our business portfolio. Required qualifications...Remote work
Humana
Des Moines, IA2 days ago - ...Custodial Lead page is loaded## Custodial Leadlocations: DES MOINES, IAtime type: Full timeposted on: Posted Todayjob requisition id: JR101811# **Title:**Custodial Lead# **Job Description:****Job Overview**The Custodial Lead will be responsible for the cleanliness and...Hourly payImmediate startMonday to FridayShift work
SBM Management Services, LP
Des Moines, IA5 days ago - ...Area Supervisor in Des Moines, Iowa. This role involves supervising store operations, ensuring a secure and safe environment, and leading a team of Associates to deliver exceptional customer service. Candidates must possess excellent communication skills and prior supervisory...
Ross Stores, Inc.
Des Moines, IA5 days ago - ...affords personal and professional growth opportunities. Learn more at Overview of Job Function: Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...Local areaShift work
Verint Systems
Des Moines, IA11 days ago $76.84k
...Ameritas is seeking an experienced Lead Financial Reporting Analyst to join our team, specializing in fixed income and mortgage assets. This role is critical in ensuring accurate statutory accounting and financial reporting for our investment portfolio, supporting our...Work at officeRemote workFlexible hoursAmeritas
Des Moines, IA8 hours ago- ...management is not present. Reports disciplinary issues and customer complaints to management. Job ID: 1838812BR Title: Shift Lead Company Indicator: Walgreens Employment Type: Part-time Job Function: Retail Full Store Address: 1999 GRAND AVE,WEST...Hourly payPart timeWork experience placementSeasonal workWork at officeLocal areaShift work
Walgreens
West Des Moines, IA1 day ago $132.5k - $338.3k
...Role Overview The Red Hat Offering Lead – Private AI, Containers & Automation is accountable for shaping, defining, and scaling Accenture’s Red‑Hat‑anchored offerings as a core pillar of clients’ Private Cloud, Hybrid Cloud, and AI‑enabled transformation journeys. You...Work experience placementWork at officeLocal areaAccenture
Des Moines, IA4 days ago- ...Position Overview Reporting to the Store Leadership, the Guest Lead leads and supports management by directing activities required... ...Holds self and employees accountable for achievement of financial results and statistical standards Manages conflict and coaches...Hourly payLive inFlexible hours
Stand Out For Good
Des Moines, IA3 days ago - Key Responsibilities Coach and model service excellence through accurate and high quality picking, staging, and order validation. Respond to customer and associate questions, resolve issues, and elevate when needed. Balance service, administrative, and maintenance tasks...Full timeLocal area
ROLE
West Des Moines, IA3 days ago $100k
...Maximus is seeking a Certification Lead to manage end-to-end certification activities, including system implementation support, audits... ...Support - Access resources for physical, emotional, and financial wellness through our Employee Assistance Program (EAP). ?? Recognition...Remote workMAXIMUS
Des Moines, IA5 days ago- Requirements We believe in letting you do you. If you're looking for job that supports your full-time ambition, you've come to the right place. And right now, we have an awesome opportunity for Guest Experience Leaders to work in our restaurant between the hours of 7am...Full timePart timeLocal areaFlexible hoursDay shiftAfternoon shift
McDonald's
Des Moines, IA5 days ago - ...Job Title: Team Lead Reports to: Club Manager Status: Full Time/Supervisor/Non-Exempt Job Summary Responsible for assisting in the oversight of gym operations to ensure positive member experience. Essential Duties and Responsibilities Assist...Full timeTemporary workLocal areaShift work
Planet Fitness
West Des Moines, IA4 days ago - Requirements: We believe in letting you do you. If you're looking for job that supports your full-time ambition, you've come to the right place. And right now, we have an awesome opportunity for Guest Experience Leaders to work in our restaurant between the hours of...Full timePart timeLocal areaFlexible hoursDay shiftAfternoon shift
McDonald's
Des Moines, IA4 days ago - A non-profit zoo in Des Moines, Iowa is seeking a dedicated individual to coordinate its teen volunteer program, Zoo Crew. This role involves mentoring teens aged 13-17, assisting with program implementation, and communicating with volunteers and their parents. Candidates...Summer workWork at officeWeekend work
Blank Park Zoo
Des Moines, IA5 days ago $17 per hour
...Get Air Team Lead Earn up to $17/HR! At Get Air, you will have the opportunity to work in a fast-paced environment that's all about fun. You will be part of a team that creates lasting memories for customers by ensuring they have the best day ever at our park....Local areaShift workGet Air Management
Urbandale, IA2 days ago$99.3k - $159.33k
The Cloud Engineer - Windows designs, implements, and supports cloud-hosted Windows server environments that underpin mission-critical applications in secure federal cloud or hybrid infrastructures. This role builds and maintains virtual machines, images, and automation...Contract workWork at officeASM Research, An Accenture Federal Services Company
Des Moines, IA2 days ago- At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our... ...assist with invested assets project efforts and onboarding of new financial instruments as needed. Serve as a team lead and offer guidance...
- ...margins, allocations of overhead expenses Maintain product correlation analysis and sales opportunities to current customer base Create financial models by product family to run scenario analysis and analyze forecast Assist the product team with financial modeling of new...
Aureon Contact Center
West Des Moines, IA1 day ago - ...** you will help us grow what’s next. No matter your role, you will be part of a team that is building the future of agriculture – leading breakthroughs in the innovation and application of science and technology that will better the lives of people all over the world and...For contractorsLocal areaVisa sponsorship1 day per week
Corteva
Des Moines, IA3 days ago - ...Schedule: 40 hours/week – Monday to Friday, 8:00 AM – 4:00 PM. DSP Shift Lead, providing Direct Care and overseeing Support Staff in a home setting for clients with disabilities (intellectual or behavioral). Golden Heart seeks an experienced Program Supervisor to provide...Monday to FridayFlexible hoursShift work
Golden Heart Des Moines
Des Moines, IA4 days ago
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