Lead Financial Planner

MOHR Talent; Clive (IA); On-site; USD 140,000 - 210,000; Full time

Job summary

A financial planning firm in Iowa is seeking a Lead Planner to oversee client relationships and manage financial planning services. The ideal candidate will have over 10 years of experience in financial planning, a CFP designation, and a strong focus on business development. This role offers a competitive salary ranging from $140,000 to $210,000 plus bonuses.

Qualifications

• 10+ years of experience with a financial planning firm is required.
• Proven success in driving business development and cultivating client relationships.
• Strong initiative and proactive approach.

Responsibilities

• Manage and grow strong, lasting client relationships.
• Develop and implement comprehensive financial plans.
• Engage in business development, networking, and community involvement.

Skills

Client relationship management

Financial analysis

Business development

Communication

Analytical skills

Organizational skills

Proficiency in Microsoft Office

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Tools

Financial planning tools

Job description

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.