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Remote Retirement Consultant Jobs (NOW HIRING)

CRExSoftware

Senior Consultant (Remote)

Dallas, TX · Remote

Life Insurance and 401(k) retirement planning * Unlimited Time Off policy for optimal work-life ... Remote-first culture with flexible work arrangements Growth & Impact Opportunity * Help shape the ...

Palco

RESOURCE CONSULTANT-REMOTE

Birch River, WV · Remote

RESOURCE CONSULTANT - Remote in West Virginia Candidates should reside within reasonable driving ... Retirement Savings: We will support you as you save for your future. * Career Growth Opportunities:

Palco

RESOURCE CONSULTANT-REMOTE

Birch River, WV · Remote

RESOURCE CONSULTANT - REMOTE Candidates should reside within reasonable driving distance of ... Retirement Savings: We will support you as you save for your future. * Career Growth Opportunities:

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Remote Retirement Consultant information

What are Remote Retirement Consultants?

Remote Retirement Consultants are professionals who offer guidance and advice on retirement planning, investment strategies, and pension options while working remotely, typically from home or another off-site location. They assist clients in understanding their retirement savings options, maximizing benefits, and creating personalized retirement plans. These consultants communicate with clients via phone, video calls, or online platforms, making their services accessible regardless of geographic location.

What is the $1000 a month rule for retirement?

The $1,000 a month rule is a guideline suggesting that saving or generating $1,000 per month can help build a retirement fund over time. Retirement consultants often advise clients to set consistent savings goals and consider investment strategies to reach this target, ensuring steady progress toward financial independence.

What are the key skills and qualifications needed to thrive as a Remote Retirement Consultant, and why are they important?

To thrive as a Remote Retirement Consultant, you need a solid understanding of retirement planning, financial products, regulations, and typically a bachelor's degree in finance or a related field along with relevant certifications such as FINRA Series 65 or Certified Retirement Counselor (CRC). Proficiency with retirement planning software, CRM platforms, and secure virtual communication tools is essential. Strong interpersonal skills, active listening, and the ability to explain complex concepts clearly help build trust with clients remotely. These abilities are crucial for delivering effective, compliant advice and fostering long-term client relationships in a virtual environment.

How much do 401k consultants make?

401k consultants, often working as retirement plan advisors or financial advisors, typically earn between $50,000 and $100,000 annually, with experienced professionals and those in senior roles earning higher salaries. Compensation can include base salary, commissions, and bonuses, and may vary based on experience, certifications, and client base.

What is the difference between Remote Retirement Consultant vs Remote Financial Advisor?

AspectRemote Retirement ConsultantRemote Financial Advisor
CertificationsCertified Retirement Counselor (CRC), CFP often preferredCFP, CFA, or similar financial planning certifications
Work EnvironmentClient consultations, plan analysis, remote supportFinancial planning, investment advice, client meetings
Industry UsageRetirement planning firms, insurance companies, financial servicesFinancial planning firms, banks, independent advisors
Search & Comparison IntentFocus on retirement-specific planning and guidanceBroader financial planning and investment management

Remote Retirement Consultants specialize in retirement planning, focusing on retirement income strategies and pension options, often requiring certifications like CRC or CFP. Remote Financial Advisors provide comprehensive financial advice, including investments and estate planning, with similar certifications. While both roles work remotely and serve clients in the financial industry, Retirement Consultants focus specifically on retirement solutions, whereas Financial Advisors cover a broader range of financial services.

What is the best side hustle for retirees?

For retirees working as a remote retirement consultant, suitable side hustles include freelance consulting, online tutoring, or part-time customer service roles. These options leverage communication skills, industry knowledge, and flexible schedules common in retirement careers.

How can I make 2000 a week working from home?

A remote retirement consultant can earn $2,000 a week by building a client base through networking, providing personalized retirement planning services, and leveraging certifications like the CFP. Success depends on experience, marketing skills, and the ability to manage multiple clients efficiently, often working flexible hours from home.

What are some common challenges faced by Remote Retirement Consultants when working with clients virtually?

Remote Retirement Consultants often face challenges in building rapport with clients and ensuring clear communication without in-person meetings. Navigating different client time zones and schedules can add complexity to appointment coordination. Additionally, explaining complex retirement options or financial products over video or phone requires strong digital communication skills and the ability to simplify information. Successful consultants leverage secure digital tools and prioritize proactive follow-up to maintain trust and clarity throughout the planning process.
What cities are hiring for Remote Retirement Consultant jobs? Cities with the most Remote Retirement Consultant job openings:
What are the most commonly searched types of Retirement Consultant jobs? The most popular types of Retirement Consultant jobs are:
What states have the most Remote Retirement Consultant jobs? States with the most job openings for Remote Retirement Consultant jobs include:
Remote Retirement Consultant jobs near you

Consulting Actuary, Pension

Kalos Consulting, Inc.

Stamford, CT • On-site, Remote

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

CompanyHighlights

  • 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
  • Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
  • This form offers best-in-class service that is renowned for exceeding client expectations.

Benefits and Features

  • Robust Compensation and Benefits Package
  • Hybrid / Remote work setting flexibility

The Role You Will Play

  • The Consulting Actuary - Pension will provide consulting, technical, and project management services in the areas of retirement plan valuations, design, compliance, and risk as well as financial management for all types of retirement plans including defined benefit, defined contribution and retiree medical.
  • This role will contribute to a collaborative team environment.
  • The Consulting Actuary - Pension is entrusted to provide superior communication to the Chief Actuary, Pension regarding project implications and solutions.
  • This role is on a path to leadership.

Community Highlights

  • The Consulting Actuary - Pension is hybrid from Connecticut, or has flexibility for US based remote with monthly travel to the corporate office in Connecticut.
  • This region is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options.
  • Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.

Background Profile

  • 6+ years in pension actuarial experience with expertise in DB and DC plans
  • Detail oriented with a strategic mindset, eager to contribute to operations
  • Highly motivated with a hunger for innovation
  • Strong technical skills
  • EA required along with ASA or FSA
  • Bachelor's Degree in Actuarial Science or related