Investment and Retirement Planner Jobs
Investment and Retirement Planner jobs are open across wealth management firms, insurance companies, banks, and independent advisory practices, at levels from associate planner to senior and director, with specializations in retirement income planning, portfolio construction, and estate planning. See the openings below and apply to the ones that match your experience.
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Working at The Bank of Missouri
At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities, and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.
About our Company
Staying in business for more than 130 years is hard. Really hard. If you think about it, we’ve endured many events, like the Great Depression and two World Wars. We’ve survived and thrived, thanks to our great customers and communities. We were founded on core values of accountability, community service and financial conservatism. Those principles are the reason we are still in business today. Caring for people and communities is our foundation!
We’ve built a reputation of being financially secure and community focused. We are an independent community bank and fully intend to stay that way. We are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.
About this job:
The Administrative/Investment Assistant provides support by conducting research, preparing reports, handling information requests and performing clerical functions such as receiving visitors and scheduling meetings. This position will provide support for staff at the location they are located. The person in this position must be able to handle various projects at different levels of completion.
Here are some of the great benefits you will enjoy as a member of our team:
- Competitive Salary
- Personal paid time off, as eligible and paid holidays
- 401K and Employee Stock Option Plan, as eligible
- Generous medical, dental, vision, life and disability insurance
- Fitness reimbursement
- Learning, development and growth opportunities
As an Investment and Retirement Specialist you will:
- Complete daily settlement with the department’s back-office vendor. This includes reviewing daily transactions for accuracy, processing deposits into the department’s checking account and daily settlement with the money market fund.
- Generate and maintain daily operations reports.
- Prepare monthly/quarterly compliance reports; security transactions, fee review, on-boarding and others as assigned.
- Opening, closing and maintenance of accounts.
- Branch and bank board reports; staff reports, quarterly performance reports related to department goals.
- Maintain and update department’s approved investment list. Prepare materials and minutes for the IRP Committees.
- Prepare client review packets.
- Branch and bank board reports; branch 10 staff reports, quarterly performance reports related to department goals.
- Maintenance of client-related documents.
- Prepare and maintain notes on departmental staff meetings; upcoming client meetings, events the department will attend/sponsor, seminars to be attended by staff.
- Assist plan sponsors or participants with questions and/or research an issue. Work with record keeping platforms/personnel to resolve or research a retirement related issue.
Qualifications for Success:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Prefer a two-year degree in finance, business or accounting
Computer literacy and working knowledge of Microsoft suites of applications (Word, Excel, PowerPoint)
Excellent written and verbal communication
Outstanding customer service skills
The Bank of Missouri is an Equal Opportunity Employer
Working at The Bank of Missouri
At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities, and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.
About our Company
Staying in business for more than 130 years is hard. Really hard. If you think about it, we’ve endured many events, like the Great Depression and two World Wars. We’ve survived and thrived, thanks to our great customers and communities. We were founded on core values of accountability, community service and financial conservatism. Those principles are the reason we are still in business today. Caring for people and communities is our foundation!
We’ve built a reputation of being financially secure and community focused. We are an independent community bank and fully intend to stay that way. We are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.
About this job:
The Administrative/Investment Assistant provides support by conducting research, preparing reports, handling information requests and performing clerical functions such as receiving visitors and scheduling meetings. This position will provide support for staff at the location they are located. The person in this position must be able to handle various projects at different levels of completion.
Here are some of the great benefits you will enjoy as a member of our team:
- Competitive Salary
- Personal paid time off, as eligible and paid holidays
- 401K and Employee Stock Option Plan, as eligible
- Generous medical, dental, vision, life and disability insurance
- Fitness reimbursement
- Learning, development and growth opportunities
As an Investment and Retirement Specialist you will:
- Complete daily settlement with the department’s back-office vendor. This includes reviewing daily transactions for accuracy, processing deposits into the department’s checking account and daily settlement with the money market fund.
- Generate and maintain daily operations reports.
- Prepare monthly/quarterly compliance reports; security transactions, fee review, on-boarding and others as assigned.
- Opening, closing and maintenance of accounts.
- Branch and bank board reports; staff reports, quarterly performance reports related to department goals.
- Maintain and update department’s approved investment list. Prepare materials and minutes for the IRP Committees.
- Prepare client review packets.
- Branch and bank board reports; branch 10 staff reports, quarterly performance reports related to department goals.
- Maintenance of client-related documents.
- Prepare and maintain notes on departmental staff meetings; upcoming client meetings, events the department will attend/sponsor, seminars to be attended by staff.
- Assist plan sponsors or participants with questions and/or research an issue. Work with record keeping platforms/personnel to resolve or research a retirement related issue.
Qualifications for Success:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Prefer a two-year degree in finance, business or accounting
Computer literacy and working knowledge of Microsoft suites of applications (Word, Excel, PowerPoint)
Excellent written and verbal communication
Outstanding customer service skills
The Bank of Missouri is an Equal Opportunity Employer
Investment and Retirement Planner Jobs by Experience Level
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Find JobsInvestment and Retirement Planner Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in investment and retirement planner jobs.
- CFP designation or active progress toward CFP certification required
- Experience developing comprehensive retirement income and distribution plans for clients
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
- Series 65 or Series 66 license, or equivalent state investment adviser registration
- Strong knowledge of tax-advantaged accounts including IRAs, 401(k)s, and Roth conversions
- Bachelor's degree in finance, economics, financial planning, or a related field
Tips for Your Investment and Retirement Planner Job Search
Tailor your resume to planning designations
List your CFP, ChFC, or other credentials in a dedicated certifications section near the top of your resume. Hiring managers in this field scan for designations before reading work history, so burying them in the body costs you attention early.
Quantify client relationships, not just assets
Firms want to know how many households you've managed, not only AUM totals. Phrases like 'managed retirement planning for 85 client households' show practice depth and client-service capacity that generic AUM figures alone don't communicate.
Apply early to roles that fit
Migrate Mate lists investment and retirement planner openings from across the United States in one place, so you can find roles that match your credentials and experience level and apply directly to each listing.
Filter openings by planning model type
Fee-only, fee-based, and commission-based roles have different day-to-day responsibilities and compliance requirements. Know which model aligns with your Series 65, Series 7, or insurance licensing before applying so your cover letter speaks to that fit directly.
Prepare a sample retirement income scenario
Many interviews at RIA firms and wirehouses include a case-study component where you walk through a retirement income plan for a hypothetical client. Practicing a Social Security timing analysis or Roth conversion scenario out loud before your interview builds the fluency interviewers are evaluating.
Negotiate continuing education support upfront
CFP CE credits, errors-and-omissions insurance, and software subscriptions add up annually. Raise these in the offer stage, not after you accept. Firms that pay for planning software and exam prep signal they invest in planner development long term.
Investment and Retirement Planner Jobs: Frequently Asked Questions
Which companies are hiring the most investment and retirement planners?
State of Iowa, The Bank of Missouri, and SWBC are hiring the most investment and retirement planners right now, with openings concentrated in Iowa, Missouri, and Texas, based on current listings on Migrate Mate as of November 2026. Demand is especially active at regional RIA firms and large wirehouse branches expanding their retirement planning practices.
How many investment and retirement planner jobs are remote?
About 100% of investment and retirement planner openings are fully remote or hybrid as of November 2026, with virtual roles most common in fee-only planning firms that serve clients nationally rather than through a local branch model. Client-facing roles at banks and insurance carriers tend to require more in-office or in-branch presence.
How do you become an investment and retirement planner?
Start by earning a bachelor's degree in finance, economics, or financial planning, then complete the CFP Board's education requirement through an approved program. Pass the CFP exam and fulfill the experience requirement under a qualified supervisor. Obtain any required state securities or insurance licenses, and build practical experience through associate planner roles or paraplanning positions before moving into a lead planning seat.
How do you get hired as an investment and retirement planner with little experience?
Entry-level candidates can break in through paraplanner or financial planning associate roles, which focus on building financial plans under a supervising CFP. Highlighting progress toward the CFP designation, familiarity with planning software from coursework, and any client-facing internship experience signals seriousness to firms willing to develop junior talent. Smaller RIA firms often hire associates they can train into their specific planning model.
What does the investment and retirement planner interview process look like?
Most firms begin with a phone or video screen focused on your planning philosophy and licensing status. A second round typically involves a case study where you present a retirement income or investment plan for a hypothetical client. Final rounds often include a conversation with a senior planner or practice owner about your client relationship approach, referral sources, and book of business if you're applying at the advisor level.
Where can I find and apply to investment and retirement planner jobs?
You can find and apply to investment and retirement planner jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your credentials, experience level, and preferred planning model, then apply directly to each listing that fits.
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