MOHR Talent
Overview
Lead FinancialPlanner (CFP)
— Des Moines, IA | $150–$200 base + bonus | Benefits
About the Opportunity
We’ve partnered with a respected, independent wealth advisory firm that helps high-net-worth families and business owners achieve their financial goals. The firm is known for its collaborative culture, long-term client relationships, and commitment to delivering truly comprehensive planning.
We’re seeking a
Lead FinancialPlanner (CFP)
to take ownership of ~100 client households, overseeing $700K–$1.1M in revenue. This is a client-facing leadership role where you’ll combine deep financial planning expertise with relationship management and business development.
What You’ll Do
Serve as the primary advisor for a select group of HNW clients
Deliver holistic financial planning (retirement, tax, estate, insurance, investments)
Identify planning gaps and present clear, actionable strategies
Confidently explain complex concepts in plain language
Engage in community networking and prospect development (~25% of your time)
Collaborate closely with a supportive advisory team in a people-first culture
What We’re Looking For
Active
CFP designation (required)
8+ years of financial planning or wealth management experience
A second designation (CFA, CPA, or ChFC preferred)
Proven ability to manage 75–100+ HNW client relationships
Strong communicator with an outgoing, extroverted personality
Track record of success in both client service and business development
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. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
Seniority level Mid-Senior level
Employment type Full-time
Job function
Finance and Sales
Industries
Staffing and Recruiting
Referrals increase your chances of interviewing at MOHR Talent by 2x
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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— Des Moines, IA | $150–$200 base + bonus | Benefits
About the Opportunity
We’ve partnered with a respected, independent wealth advisory firm that helps high-net-worth families and business owners achieve their financial goals. The firm is known for its collaborative culture, long-term client relationships, and commitment to delivering truly comprehensive planning.
We’re seeking a
Lead FinancialPlanner (CFP)
to take ownership of ~100 client households, overseeing $700K–$1.1M in revenue. This is a client-facing leadership role where you’ll combine deep financial planning expertise with relationship management and business development.
What You’ll Do
Serve as the primary advisor for a select group of HNW clients
Deliver holistic financial planning (retirement, tax, estate, insurance, investments)
Identify planning gaps and present clear, actionable strategies
Confidently explain complex concepts in plain language
Engage in community networking and prospect development (~25% of your time)
Collaborate closely with a supportive advisory team in a people-first culture
What We’re Looking For
Active
CFP designation (required)
8+ years of financial planning or wealth management experience
A second designation (CFA, CPA, or ChFC preferred)
Proven ability to manage 75–100+ HNW client relationships
Strong communicator with an outgoing, extroverted personality
Track record of success in both client service and business development
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. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
Seniority level Mid-Senior level
Employment type Full-time
Job function
Finance and Sales
Industries
Staffing and Recruiting
Referrals increase your chances of interviewing at MOHR Talent by 2x
Get notified about new Financial Planner jobs in
West Des Moines, IA .
Des Moines, IA $65,000 - $100,000 — 3 days ago
Urbandale, IA $51,800 - $95,900 — 2 weeks ago
Urbandale, IA $150,000.00 - $190,000.00 4 days ago
West Des Moines, IA $50,000.00 - $125,000.00 2 weeks ago
Des Moines, IA $50,000.00 - $125,000.00 2 weeks ago
Des Moines, IA $72,900.00 - $107,400.00 2 weeks ago
Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE
Des Moines, IA $76,000.00 - $125,300.00 2 weeks ago
Financial Services - Consulting - Guidewire - Technical Consultant - Senior
Des Moines, IA $101,500.00 - $186,000.00 2 weeks ago
Financial Services - Consulting - Guidewire - Technical Consultant - Manager
Des Moines, IA $93,660 - $213,200 2 days ago
Tax Senior - Sustainability - Renewable Energy
Des Moines, IA $66,570 - $151,580 3 days ago
Des Moines, IA $125,510 - $285,740 17 hours ago
Des Moines, IA $66,570 - $151,580 2 weeks ago
Tax Senior - Strategic Partnership Solutions
Des Moines, IA $77,070 - $175,500 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr