Retirement Paraplanner (46281)

Palmer Group

Other | Full Time | Onsite | West Des Moines

Posted: 9/23/26

Job Description

Are you passionate about helping clients achieve their retirement goals through precise financial analysis and planning? We are seeking a highly detailed and innovative Retirement Paraplanner to support our Retirement Planners in delivering outstanding service and strategic advice. If you thrive in a collaborative environment, excel at under-the-hood analytical work, and enjoy making a meaningful impact on clients’ financial futures, this opportunity is for you. Take the next step in your career by applying now and joining a dedicated team focused on excellence in retirement planning. Apply today!

Work Model:
Remote
40 hours per week
Monday – Friday
8:00 AM – 5:00 PM

What You Will Do:
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

What You Will Need to Be Successful:
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

Benefits Overview:
Health insurance
PTO
401k
$65,000 – $80,000 per year

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Deadline to Apply 10/21/26

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About the Company

Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles.

From entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve.

Our experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.

Travel Required

Resume Required

Yes

Contact Person

Palmer Group

Deadline to Apply 10/21/26

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