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Pension Advisor Jobs (NOW HIRING)

Pension Associates Inc

Pension Consultant

Stamford, CT · On-site

$70K - $95K/yr

Pension Associates is a third-party administration firm located in Stamford, CT. We have been doing ... Job Responsibilities: • Maintain client and advisor relationships with a high client retention ...

Pension Associates Inc

Pension Consultant

Stamford, CT · On-site

$70K - $95K/yr

Pension Associates is a third-party administration firm located in Stamford, CT. We have been doing ... Job Responsibilities: • Maintain client and advisor relationships with a high client retention ...

Pension Associates Inc

Pension Consultant

Stamford, CT · On-site +1

$70K - $95K/yr

Maintain client and advisor relationships with a high client retention rate Maintain a caseload of ... Pension system experience a plus Bachelors degree in business, accounting, or communication ...

The SD Cooper Company

Pension Administrator

Fenton, MO

$50K - $70K/yr

Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance ... Collaborate with CPAs, advisors, and internal staff Qualifications * FIRM REQUIREMENT: CalcAir ...

The SD Cooper Company

Pension Administrator

Fenton, MO

$50K - $70K/yr

Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance ... Collaborate with CPAs, advisors, and internal staff Qualifications * FIRM REQUIREMENT: CalcAir ...

The SD Cooper Company

Pension Administrator

Fenton, MO · Remote

$50K - $70K/yr

Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance ... Collaborate with CPAs, advisors, and internal staff Qualifications * FIRM REQUIREMENT: CalcAir ...

Segal

Pension Analyst

Chicago, IL · On-site

... advisors, among many others. Segal's total rewards are part of what makes Segal a special place to ... benefit pension plan, matching and discretionary contributions to a 401(k)-profit sharing plan ...

Segal Group

Pension Analyst

Chicago, IL · Hybrid

... advisors, among many others. Segal's total rewards are part of what makes Segal a special place to ... benefit pension plan, matching and discretionary contributions to a 401(k)-profit sharing plan ...

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Pension Advisor information

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How much do pension advisor jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for pension advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What are Pension Advisors?

Pension Advisors are professionals who provide guidance and advice on retirement planning and pension schemes. They help individuals, employers, and organizations understand different pension options, maximize benefits, and ensure compliance with relevant laws and regulations. Pension Advisors assess clients' financial situations, explain the implications of various pension plans, and assist with making informed decisions about retirement savings. Their expertise is valuable for navigating complex pension rules and making the most of retirement income.

What is the difference between Pension Advisor vs Financial Planner?

AspectPension AdvisorFinancial Planner
CertificationsCFP, QFA, or similarCFP, ChFC, or similar
Work EnvironmentFinancial advisory firms, banks, insurance companiesIndependent or firm-based, broad financial services
Industry UsageSpecializes in pension and retirement plansProvides comprehensive financial planning including retirement

While both Pension Advisors and Financial Planners hold certifications like CFP, Pension Advisors focus specifically on retirement and pension products, working mainly within pension schemes and retirement planning. Financial Planners offer broader financial advice covering investments, estate planning, and insurance. The key difference lies in specialization: Pension Advisors are experts in pension schemes, whereas Financial Planners provide holistic financial guidance.

How do I become a pensions advisor?

To become a pensions advisor, you typically need a background in finance, economics, or a related field, along with relevant certifications such as the Certified Financial Planner (CFP) or Pension Transfer Specialist qualification. Gaining experience in financial planning or pension administration and developing strong communication and analytical skills are also important steps in entering this profession.

Can financial advisors make $500,000 a year?

Pension advisors, as financial professionals, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top earners in the industry, often through commissions, fees, and bonuses, and are not typical for all advisors. Income varies based on location, specialization, and certifications like CFP or CFA.

What does a pension advisor do?

A pension advisor helps clients plan and manage retirement savings and pension schemes. They analyze financial data, recommend suitable pension options, and ensure compliance with regulations, often using financial planning tools. Strong communication and knowledge of pension laws are essential for this role.

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

To thrive as a Pension Advisor, you need a solid understanding of pension schemes, financial regulations, and retirement planning, often supported by qualifications like a diploma in financial advice or relevant certifications (e.g., CII or CFA). Familiarity with pension calculation software, financial planning tools, and compliance management systems is typically required. Exceptional interpersonal skills, attention to detail, and the ability to simplify complex information for clients help set top advisors apart. These skills ensure clients receive accurate, clear, and compliant pension advice, helping them make informed retirement decisions.

What job makes $10,000 a month without a degree?

A pension advisor typically earns less than $10,000 per month, but some high-earning sales or financial roles in related fields can reach that level through commissions and experience. These jobs often require strong interpersonal skills, industry knowledge, and certifications rather than a formal degree. Success depends on performance, client base, and industry demand.

What are some common challenges Pension Advisors face when helping clients plan for retirement?

Pension Advisors often encounter challenges such as helping clients understand complex pension regulations, adapting to frequently changing retirement laws, and addressing diverse financial goals. Each client’s situation is unique, requiring tailored advice and clear communication to ensure they fully grasp their options. Pension Advisors also need to manage expectations regarding investment performance and retirement income, while maintaining up-to-date knowledge of market trends and pension products.
More about Pension Advisor jobs
What states have the most Pension Advisor jobs? States with the most job openings for Pension Advisor jobs include:
What job categories do people searching Pension Advisor jobs look for? The top searched job categories for Pension Advisor jobs are:
Pension Advisor jobs near you
Infographic showing various Pension Advisor job openings in the United States as of June 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Pension Consultant

Pension Consultant

Pension Associates Inc

Stamford, CT • On-site

$70K - $95K/yr

Full-time

Posted 2 days ago

Job description

Pension Associates is a third-party administration firm located in Stamford, CT.  We have been doing business since 1991 and specialize in both DB / DC plan design, administration and actuarial services. Due to our continued growth, we are currently seeking an experienced Pension Consultant with hands-on experience in compliance and plan administration.

Job Responsibilities:
• Maintain client and advisor relationships with a high client retention rate
• Maintain a caseload of about 100 small clients
• Review and approve ADP/ACP, other non-discrimination testing, Form 5500 and other government forms
• Proactively communicate with clients and investment advisors about new industry developments
• Work with CPA, recordkeeper and advisor to ensure a great client experience
• Consult with clients regarding plan operation and design
• Manage and prioritize workload towards weekly goals in a results-oriented team environment
• Clearly communicate to the client and advisor regarding the complexities of combo plans, including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)
Qualifications:
• Must have 2 - 5 years' experience in Defined Benefit and Defined Contribution administration. Floor Offset and Combo Plan experience desired. Extensive training will be provided if experience is less than 5 years
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Working knowledge of defined Benefit plans including Cash Balance Plans, top heavy requirements, minimum and maximum funding requirements
• General understanding of actuarial valuations
• General knowledge of PBGC coverage and its requirements
• Excellent written and verbal communication skills
• Excellent organizational skills and a high level of critical thinking
• ASPPA credentials preferred
• Datair Pension system experience a plus
• Bachelor’s degree in business, accounting, or communication preferred
Applicants who do not meet the minimum qualifications will not be considered at this time.