Remote Retirement Planning Analyst

West Des Moines Chamber of Commerce; West Des Moines (IA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Remote work option

Job summary

West Des Moines Chamber of Commerce seeks a Retirement Paraplanner to support retirement Planners with detailed financial analysis, scenario modeling, and tailored strategy development. Remote role, 40 hours/week, Mon-Fri, 8:00 AM–5:00 PM, focused on precision and client-ready materials.

You will leverage Retirement Analyzer, Nitrogen, and Salesforce to analyze statements, prepare reports, and ensure compliant records, while advancing professional development.

Qualifications

• Proven experience supporting retirement or financial planners with analysis and plan preparation.
• Strong attention to detail and high level of accuracy in data review and documentation.
• Excellent written and verbal communication skills.
• Proficiency in financial planning software such as Retirement Analyzer and Nitrogen.
• Familiarity with CRM systems like Salesforce for data management.
• Knowledge of financial and retirement planning strategies and industry regulations.
• Ability to interpret financial statements, tax returns, and investment reports.
• Strong analytical skills with the ability to model financial scenarios effectively.
• Self-motivated with a commitment to continuous learning and professional development.
• Agile and able to anticipate potential issues proactively.

Responsibilities

• Conduct detailed analysis of client and prospect financial data to identify patterns and opportunities
• Support the development of comprehensive, personalized retirement strategies aligned with client goals
• Assist in modeling financial scenarios and assessing potential plan outcomes
• Research investment options, insurance products, and market trends to strengthen recommendations
• Prepare all materials for client meetings, including reports and presentations, ensuring accuracy and professionalism
• Coordinate pre-visit communications to gather necessary updates and documents from clients
• Maintain organized and compliant client records, updating financial plans and documentation regularly
• Ensure adherence to industry regulations and internal standards in all work
• Collaborate with team members to support department goals and operational efficiency

Skills

Retirement analysis support

Attention to detail

Communication skills

Analytical skills

Self-motivation

Agile mindset

Collaboration

Tools

Retirement Analyzer

Nitrogen

Salesforce

Job description

West Des Moines Chamber of Commerce seeks a Retirement Paraplanner to support retirement Planners with detailed financial analysis, scenario modeling, and tailored strategy development. Remote role, 40 hours/week, Mon-Fri, 8:00 AM–5:00 PM, focused on precision and client-ready materials.

You will leverage Retirement Analyzer, Nitrogen, and Salesforce to analyze statements, prepare reports, and ensure compliant records, while advancing professional development.