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Best Retirement Jobs in Delafield, WI (NOW HIRING)

Financial savings and retirement resources * Support for your physical and mental well-being Best Buy provides different types of leaves of absence (LOA) and potential pay sources to employees based ...

Financial savings and retirement resources * Support for your physical and mental well-being Best Buy provides different types of leaves of absence (LOA) and potential pay sources to employees based ...

Retail Sales Associate

Delafield, WI · On-site

$15 - $18.75/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best Buy provides different types of leaves of absence (LOA) and potential pay sources to employees based ...

Retail Sales Associate

Menomonee Falls, WI · On-site

$15 - $17.25/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best Buy provides different types of leaves of absence (LOA) and potential pay sources to employees based ...

Retail Sales Associate

Delafield, WI · On-site

$15 - $18.75/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best Buy provides different types of leaves of absence (LOA) and potential pay sources to employees based ...

General Warehouse Worker

Waukesha, WI · On-site

$19.50 - $23.10/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best Buy provides different types of leaves of absence (LOA) and potential pay sources to employees based ...

Retail Sales Associate

Menomonee Falls, WI · On-site

$15 - $17.25/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best Buy provides different types of leaves of absence (LOA) and potential pay sources to employees based ...

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Best Retirement information

See Delafield, WI salary details

$30.2K

$60.1K

$95.9K

How much do best retirement jobs pay per year?

As of Aug 27, 2026, the average yearly pay for best retirement in Delafield, WI is $60,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $63,300.00 per year, depending on experience, location, and employer.

What is a retirement planner?

A retirement planner is a financial professional who helps individuals prepare for their retirement years by assessing their financial situation, setting retirement goals, and developing strategies to achieve those goals. They provide advice on saving, investing, and managing assets so that clients can maintain their desired lifestyle after they stop working. Retirement planners may also assist with navigating Social Security, pension plans, healthcare costs, and estate planning to ensure all aspects of retirement are covered.

What are the key skills and qualifications needed to thrive as a retirement planner, and why are they important?

To thrive as a Retirement Planner, you need strong analytical skills, financial planning expertise, and typically a degree in finance or a related field along with certifications such as CFP (Certified Financial Planner). Familiarity with financial planning software, investment analysis tools, and retirement account management systems is essential. Outstanding interpersonal skills, active listening, and trustworthiness help build lasting client relationships and understand their unique retirement goals. These skills ensure clients receive tailored, sound advice for secure and successful retirements.

What are some common challenges faced by retirement planners when helping clients prepare for retirement?

Retirement planners often encounter challenges such as helping clients accurately estimate their future expenses, navigating complex tax and investment options, and addressing concerns about outliving their savings. Additionally, they must tailor plans to each client’s unique needs and adapt strategies as market conditions or client circumstances change. Effective communication and up-to-date knowledge of regulations are essential to guiding clients toward financial security in retirement.

What is the difference between Best Retirement vs Retirement Counselor?

AspectBest RetirementRetirement Counselor
CredentialsVaries; often includes financial planning certificationsTypically requires certifications like Certified Retirement Counselor (CRC)
Work EnvironmentFinancial advisory firms, online platformsFinancial institutions, retirement planning agencies
Industry UsageFinancial services, retirement planningRetirement planning, financial advising
Search & Comparison IntentLooking for top retirement options or plansSeeking advice on retirement planning or counseling

Best Retirement generally refers to top-rated retirement plans or options, focusing on financial products or strategies. Retirement Counselor, on the other hand, is a professional who provides personalized advice and planning services for retirement. While both relate to retirement, one is a product or plan, and the other is a service provided by a professional.

What cities near Delafield, WI are hiring for Best Retirement jobs?

Cities near Delafield, WI with the most Best Retirement job openings:

Infographic showing various Best Retirement job openings in Delafield, WI as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $60,119 per year, or $28.9 per hour.

RETIREMENT BENEFITS SPECIALIST

Wilson-McShane Corporation

Elm Grove, WI • On-site

$26.73/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


Job description

Job Type
Full-time
Description
Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!
The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation of $26.73 per hour.
Essential Duties and Responsibilities include the following:
  • Calculate pension payment amounts
  • Provide participants with benefit estimates
  • Process pension applications
  • Explain pension benefits to participants
  • Interpret and follow the rules outlined in Plan Documents
  • Draft correspondence to participants
  • Answer incoming participant calls relating to the Pension Plans
  • Regularly meet with participants to answer questions related to their pension benefits, communicate with other Fund Professionals
  • Other duties and projects as assigned

The Retirement Benefits position is a non-exempt position and includes benefits such as the following:
  • Low Deductible Health, Prescription Drug and Dental Benefits
  • Voluntary Vision, Accident, Critical Illness and Pet Insurance
  • Flexible Spending Account (FSA)
  • 401(k) and Roth 401(k)
  • Paid Holidays and Paid time off
  • Dependent Care Reimbursement Account
  • Life Insurance and AD&D
  • Employee Assistance Program, including access to confidential counseling (virtual and in-person)

To perform the job successfully, an individual should demonstrate the following competencies:
  • Professionalism- Approaches others in a tactful manner; Reacts well under pressure; Accepts responsibilities for own actions; Follows through on commitments; Team Player.
  • Customer Service- Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance.
  • Quality- Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality; Takes pride in own work; Organized.
  • Quantity- Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
  • Dependability- Follows instructions, responds to management direction; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Attendance/Punctuality- Is consistently at work and on time; Ensures work responsibilities are covered when absent.
  • Adaptability- Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events; Ability to prioritize duties.
  • Communication- Speaks clearly; Listens and gets clarification; Responds well to questions; writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.

To perform the job successfully, an individual should have the following qualifications:
  • Bilingual in both English and Spanish is preferred.
  • Proficient in Microsoft Word and Excel.
  • Previous experience with retirement plans preferred. This includes understanding plan document language, experience with pension calculations, and comprehending legal documents.
  • Experience with Taft-Hartley Funds preferred.
  • Travel may be required up to 5%

If you are interested in a retirement benefits role that offers the opportunity to provide first-class customer service to those who have retired, or are preparing for retirement, please consider applying today!
Salary Description
$26.73 per hour