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Retirement Planner Jobs in Iowa (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Des Moines, IA · On-site

$140K - $160K/yr

... retirement plans. * Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.

State of Iowa

Title I Career Planner

Des Moines, IA · On-site

$50K - $74K/yr

Iowa Workforce Development (IWD) is seeking a Title I Career Planner to join our team at the ... Prepare for the future with the IPERS retirement package, as well as an additional optional ...

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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 Sep 5, 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 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 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 you become a retirement planner?

To become a retirement planner, you typically need a bachelor's degree in finance, economics, or a related field, along with strong analytical and interpersonal skills. Many retirement planners obtain certifications such as the Certified Financial Planner (CFP) designation, which requires completing coursework, passing exams, and gaining relevant work experience. Licensing requirements vary by region but often include registration with financial regulatory authorities.

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, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $61,711 per year, or $29.7 per hour.

Retirement Services Relationship Manager (401K)

SNB

Sioux City, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Are you passionate about helping people plan for their financial future and want to build lasting client relationships in a community-focused bank?

At Security National Bank, we believe everything matters from the guidance we provide to the trust we build with every interaction. As a locally owned bank with over 140 years of history, we’re committed to doing what’s right for our clients, our employees, and our community. If you value integrity, personal connection, and meaningful work, we’d love to talk with you.

What You’ll Do

As a Retirement Services Relationship Manager, you’ll serve as a trusted advisor to clients and plan participants, helping them understand and plan for retirement with confidence. This role blends client relationship management, education, and financial planning support within a collaborative banking environment.

Key responsibilities include:

  • Build and maintain strong, long-term relationships with retirement plan clients and participants
  • Deliver tailored retirement and financial planning guidance
  • Provide one-on-one retirement investment consultations and employee education
  • Support retirement plan compliance and respond promptly to client inquiries
  • Assist with plan design, administration, and ongoing service needs
  • Maintain working knowledge of retirement plan services and investment products
  • Identify opportunities to expand and deepen existing client relationships
  • Stay current with industry trends and regulatory requirements through training and professional development

What Success Looks Like

  • Clients feel informed, supported, and confident in their retirement decisions
  • Strong relationships lead to repeat engagement and referral opportunities
  • Retirement plans are serviced accurately, compliantly, and on time
  • You grow your expertise and long-term career within the bank

What We’re Looking For

You don’t need to know everything on day one. We’re looking for the right foundation and mindset.

Required skills and competencies:

  • Strong customer service and relationship-building skills
  • Clear, confident written and verbal communication
  • Ability to explain financial concepts in an approachable way
  • Attention to detail and ability to manage multiple priorities
  • Team-oriented mindset with the ability to collaborate across departments
  • Self-motivated with strong organizational skills

Preferred (but not required):

  • Experience with retirement plans (401(k), retirement plan services, wealth management, or financial advising)
  • Understanding of retirement rules, regulations, and plan features
  • Experience educating clients or facilitating financial conversations

Education & Experience

  • Bachelor’s degree in Business, Finance, or a related field
  • Experience in financial services or retirement plan support preferred
  • Proficiency in Microsoft Word and Excel
  • Willingness to obtain applicable industry certifications (support provided)

Schedule & Travel

  • Monday–Friday, regular business hours
  • Occasional overnight or day travel

Why Work at Security National Bank?

We offer a supportive, values-driven workplace where employees can grow professionally while making a meaningful impact.

Benefits include:

  • Medical, dental, and vision insurance
  • Short- and long-term disability coverage
  • Life insurance
  • Paid time off
  • Wellness program
  • Employee Assistance Program
  • 401(k) savings plan starting at hire

About Security National Bank

Chartered in 1884 and headquartered in Sioux City, Iowa, Security National Bank is one of the region’s most established and trusted locally owned banks. Built on principles of integrity, respect, and human connection, we’ve weathered economic change while staying true to what matters most—doing right by our customers and community.

Security National Bank is an Equal Opportunity, Affirmative Action Employer.  Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

Learn more and apply: https://www.snbonline.com/about/employment-opportunities

LOCATION:

Sioux City, IA
Main Bank

Apply