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Remote Retirement Jobs in California (NOW HIRING)

Retirement Plan Specialist

Los Angeles, CA ยท On-site +1

$77K - $96K/yr

This position will sit remote but must reside in the greater LA county area*** Retirement Plan Specialist for the Tax Exempt Market Profile Description: * Deliver on-site education for Plan Sponsor ...

Remote Tax Manager

Los Angeles, CA ยท On-site +1

$135K - $195K/yr

Health, dental, and retirement benefits * Paid time off and holidays * Supportive, team-oriented ... Values flexibility and remote work * Is looking for long-term growth within a firm How to Apply ...

Remote Tax Manager

San Jose, CA ยท On-site +1

$135K - $195K/yr

Health, dental, and retirement benefits * Paid time off and holidays * Supportive, team-oriented ... Values flexibility and remote work * Is looking for long-term growth within a firm How to Apply ...

Remote Tax Manager

Sacramento, CA ยท On-site +1

$135K - $195K/yr

Health, dental, and retirement benefits * Paid time off and holidays * Supportive, team-oriented ... Values flexibility and remote work * Is looking for long-term growth within a firm How to Apply ...

Remote Tax Manager

Irvine, CA ยท On-site +1

$135K - $195K/yr

Health, dental, and retirement benefits * Paid time off and holidays * Supportive, team-oriented ... Values flexibility and remote work * Is looking for long-term growth within a firm How to Apply ...

Remote Tax Manager

San Diego, CA ยท On-site +1

$135K - $195K/yr

Health, dental, and retirement benefits * Paid time off and holidays * Supportive, team-oriented ... Values flexibility and remote work * Is looking for long-term growth within a firm How to Apply ...

... retirement plans. - Help clients understand their benefit options, explain costs and features, and ... remote setting -Positive attitude and willingness to learn

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Remote Retirement information

What is a Remote Retirement job?

A Remote Retirement job is a flexible, often part-time or freelance position that allows retirees to work remotely from home or any location. These jobs provide income while offering the freedom to set your schedule and avoid commuting. Common roles include consulting, customer service, writing, or virtual assistance. Many retirees choose remote work to stay engaged, supplement retirement income, or pursue a passion.

What are the key skills and qualifications needed to thrive in the Remote Retirement position, and why are they important?

Remote retirement specialists require expertise in retirement planning, financial advising, and regulatory compliance, typically supported by certifications such as CFP or CRC. They frequently use financial planning software, virtual meeting platforms, and secure data management systems. Excellent communication, empathy, and self-motivation are essential soft skills for building trust with clients and managing tasks independently. These capabilities ensure accurate, personalized advice and maintain high client satisfaction while working outside a traditional office environment.

What are some common challenges faced by remote retirement specialists?

One common challenge for remote retirement specialists is building rapport and trust with clients without face-to-face meetings, which requires strong digital communication skills and proactive follow-up. Additionally, staying updated with changing retirement regulations and financial products is crucial, as the field evolves rapidly. Remote specialists must also be adept at managing their schedules and maintaining organization to effectively handle multiple clients. However, with the right tools and commitment, these challenges can be successfully managed, offering both flexibility and a rewarding client-focused career.

What are the most commonly searched types of Retirement jobs in California? The most popular types of Retirement jobs in California are:
What cities in California are hiring for Remote Retirement jobs? Cities in California with the most Remote Retirement job openings:
Infographic showing various Remote Retirement job openings in California as of July 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 59% Physical, 4% Hybrid, and 37% Remote job distribution.

Retirement Plan Specialist

FAVARH

Los Angeles, CA โ€ข On-site, Remote

$77K - $96K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago


Job description

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now

Profile Summary:

***This position will sit remote but must reside in the greater LA county area***

Retirement Plan Specialist for the Tax Exempt Market

Profile Description:

  • Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.
  • Meet one-on-one to conduct financial advisory investment counseling sessions with employees and retirees.
  • Interface with Plan Administration, legal counsel, and Plan Sponsors to identify, resolve, and respond to participant issues.
  • Work with Plan Sponsors to increase participation among their employees.
  • Contribute to the development and implementation of presentation material.
  • Assist in scheduling retirement seminars/one-on-one appointments.
  • Maintain compliance with all firm and FINRA regulatory requirements.
  • May provide guidance and training to more junior staff
  • Additional responsibilities may be assigned

Knowledge & Experience:

  • Minimum 3 years of experience in retirement/financial services
  • Bachelor's degree or equivalent experience
  • FINRA Series 6 or 7 and 63, 65
  • Strong interpersonal & communication skills
  • Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions
  • Looks for ways to improve and promote quality
  • Strong organization skills; demonstrates accuracy and thoroughness
  • Ability to travel

#LI-NV1

Compensation Pay Disclosure:

Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$77,580 - $96,980 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan - with generous company matching contributions (up to 6%)
  • Voya Retirement Plan - employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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