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Retirement Planner Jobs in Iowa (NOW HIRING)

State of Iowa

Career Planner

Des Moines, IA

$50K - $74K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Career Planner you will greet customers and direct to appropriate event or appointment ... Prepare for the future with the IPERS retirement package, as well as an additional optional ...

PMX Industries, Inc.

Production Control Planner

Cedar Rapids, IA · On-site

$47K - $71K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Production Control Planner Purpose: As a Production Control Planner you will be responsible for ... Retirement plan * Vacation * Paid holidays * Insurance: * Health * Vision * Dental * Disability

Collabera

Schedule Planner

Waterloo, IA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... retirement savings plan, Life Insurance, Disability Insurance. Position Details: Industry ... Assists the production department in manpower planning. Performs general administrative duties as ...

Collabera

Supply Management Planner

Urbandale, IA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... retirement savings plan, Life Insurance, Disability Insurance. Position Details: Industry ... Planner Duration 3 Years (Strong possibility of extension) Duties: Schedules and expedites the ...

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Retirement Planner information

See Iowa salary details

$32.4K

$61.7K

$89.7K

How much do retirement planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for retirement planner in Iowa is $61,711.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,700.00 and $69,500.00 per year, depending on experience, location, and employer.

What does a retirement planner do?

A Retirement Planner helps individuals and families prepare for financial security in retirement by assessing savings, investments, and future income needs. They create personalized retirement plans, recommend investment strategies, and account for factors like inflation, taxes, and healthcare costs. Retirement Planners may also assist with Social Security planning and employer-sponsored retirement plans. Their goal is to ensure clients have enough resources to maintain their desired lifestyle after they stop working.

What are the most common challenges retirement planners face in their daily work?

Retirement Planners often encounter challenges such as navigating constantly changing tax laws, market conditions, and evolving client needs or expectations. Balancing numerous client portfolios requires strong organizational skills and attention to detail to ensure that recommendations remain up-to-date and compliant with regulations. Additionally, building long-term relationships with clients can be demanding, as it involves ongoing communication, education, and reassurance during periods of financial uncertainty. Overcoming these challenges is key to helping clients achieve peace of mind and a secure retirement.

How do I become a retirement planner?

To become a retirement planner, you typically need a bachelor's degree in finance, economics, or a related field. Gaining experience in financial advising and obtaining certifications such as the Certified Financial Planner (CFP) credential can improve job prospects and credibility in the field.

What are the key skills and qualifications needed to thrive as a retirement planner?

To thrive as a Retirement Planner, you need strong analytical abilities, in-depth knowledge of retirement planning strategies, and typically a background in finance or related certifications such as CFP (Certified Financial Planner). Proficiency with financial planning software, client management systems, and investment analysis tools is often required. Exceptional interpersonal skills, active listening, and the ability to explain complex financial topics in simple terms help candidates excel in this role. These qualifications are essential for building trust with clients and delivering tailored retirement solutions that meet their long-term financial goals.

What are popular job titles related to Retirement Planner jobs in Iowa?

For Retirement Planner jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Retirement Planner jobs in Iowa look for?

The top searched job categories for Retirement Planner jobs in Iowa are:

Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $61,711 per year, or $29.7 per hour.

IA-Council Bluffs Comprehensive Retirement Planning Specialist

AMERICAN SENIOR BENEFITS LLC

Council Bluffs, IA • On-site

$100K/yr

Full-time

Medical, Life, Retirement

Re-posted 4 days ago

Job description

Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth.


  • Meet with clients to determine their concerns and plans.
  • Explain to potential clients the types of benefits, coverage, and investments available to them.
  • Educate clients and answer questions about solutions, options and potential risks.
  • Recommend solutions from a portfolio of over 200 options organized in propriatary software.
  • Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
  • Work well with a team of back office support.
  • Maintain detailed records for client safety in our software.

  • A teachable spirit, and thirst to learn.
  • The ability to quickly establish rapport and build connections.
  • Strong empathy and listening skills.
  • Above average communication skills.
  • Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
  • Minimum education is a High School Diploma or GED

Our compensation plans are highly customizable and may be discussed directly with the agency owner.


USD $40,000.00 - USD $100,000.00 /Yr.

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