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Retirement Advisor Jobs (NOW HIRING)

Robert Half

Retirement Plan Advisor

Fort Worth, TX · On-site

$70K - $95K/yr

We are looking for a Retirement Plan Advisor to join a wealth management team in Fort Worth, Texas. This opportunity is ideal for a retirement plan specialist who wants to expand beyond service ...

Sowell Management

Retirement Plan Advisor

Rogers, AR · On-site

NOW HIRING a RETIREMENT PLAN ADVISOR: When you join our service-driven team managing retirement plans for small/mid-sized employers, you'll: * Serve as the primary advisor to plan sponsors ...

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Retirement Advisor information

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$25

$45

How much do retirement advisor jobs pay per hour?

As of Jul 1, 2026, the average hourly pay for retirement 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 is a Retirement Advisor?

A Retirement Advisor is a financial professional who helps individuals plan for their retirement by providing advice on savings, investments, pensions, and income strategies. They assess a client's current financial situation, discuss retirement goals, and develop a personalized plan to achieve those goals while considering factors like taxes, healthcare, and inflation. Retirement Advisors may also assist with estate planning and Social Security optimization to ensure a comfortable and secure retirement.

What does a retirement advisor do?

A retirement advisor helps clients plan and manage their retirement savings and investments to achieve financial security in retirement. They analyze financial situations, recommend suitable retirement plans, and may assist with tax strategies and estate planning, often requiring certifications like the CFP. Their work typically involves meeting with clients, creating personalized strategies, and staying informed about market trends and regulations.

What is the 7% rule for retirement?

The 7% rule in retirement planning suggests that you should aim to withdraw no more than 7% of your savings annually to ensure your funds last for 30 years. Retirement advisors often recommend this guideline alongside other strategies like asset allocation and risk management to secure a stable income during retirement.

How does a Retirement Advisor typically collaborate with other financial professionals to create comprehensive retirement plans for clients?

Retirement Advisors frequently work alongside accountants, estate planners, and investment managers to ensure clients receive well-rounded advice tailored to their unique financial situations. Collaboration is essential for addressing tax implications, legal considerations, and investment strategies within retirement planning. Advisors often participate in team meetings or coordinate directly with other professionals to align on goals and provide a seamless client experience. This teamwork not only enhances plan effectiveness but also helps Retirement Advisors stay informed about the latest industry trends and regulations.

How much do retirement advisors make?

Retirement advisors typically earn a median annual salary of around $65,000 to $85,000, with experienced professionals and those in senior roles earning over $100,000. Compensation can vary based on location, certifications, client base, and whether they work independently or for a firm.

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

To thrive as a Retirement Advisor, you need strong financial planning knowledge, analytical skills, and typically a bachelor's degree in finance or a related field, often paired with certifications like CFP or RICP. Familiarity with financial planning software, retirement calculators, and CRM systems is essential for managing client portfolios and creating tailored retirement strategies. Excellent communication, active listening, and trust-building abilities are critical soft skills for understanding client goals and fostering long-term relationships. These skills and qualifications are vital to providing personalized advice, ensuring compliance, and helping clients achieve financial security in retirement.

How do I become a retirement advisor?

To become a retirement advisor, you typically need a bachelor's degree in finance, economics, or a related field, along with relevant work experience in financial planning or advising. Obtaining certifications such as the Certified Financial Planner (CFP) credential can enhance credibility and job prospects. Strong interpersonal skills and knowledge of retirement products and regulations are also important for success in this role.

What is the difference between Retirement Advisor vs Financial Planner?

AspectRetirement AdvisorFinancial Planner
CertificationsCertified Retirement Counselor (CRC), CFP often preferredCFP, ChFC, or other financial planning certifications
Work EnvironmentFinancial institutions, advisory firms, or independentIndependent practice, advisory firms, or banks
Primary FocusRetirement income strategies, pension plans, Social SecurityComprehensive financial planning including investments, estate, taxes

While both Retirement Advisors and Financial Planners help clients achieve financial goals, Retirement Advisors specialize in retirement income strategies and planning for retirement-specific needs. Financial Planners offer broader financial advice covering investments, estate planning, and taxes. The roles often overlap, but Retirement Advisors focus more on retirement-specific solutions.

More about Retirement Advisor jobs
What cities are hiring for Retirement Advisor jobs? Cities with the most Retirement Advisor job openings:
What states have the most Retirement Advisor jobs? States with the most job openings for Retirement Advisor jobs include:
What job categories do people searching Retirement Advisor jobs look for? The top searched job categories for Retirement Advisor jobs are:
Retirement Advisor jobs near you
Infographic showing various Retirement Advisor job openings in the United States as of June 2026, with employment types broken down into 3% As Needed, 39% Full Time, and 58% Part Time. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Insurance & Retirement Advisor

Insurance & Retirement Advisor

The Redlands Chamber of Commerce

Redlands, CA • On-site

$23 - $30/hr

Full-time

Posted 17 days ago

Key responsibilities

  • Assist the lead sales and advisory agent in financial and insurance planning workflow, including meeting preparation and client onboarding.

  • Prepare materials, reports, and illustrations for client meetings and ensure completion of client surveys.

  • Help clients complete applications for insurance products and assist with underwriting and policy delivery processes in coordination with internal teams.

Job description

Employer: Vantage Insurance in Redlands, CA is seeking an Insurance & Retirement Advisor to join their team.
Location: Redlands, CA
Hours and Pay
The starting hourly pay rate is $23 to $30, with potential bonuses based on production and performance.
Status: Full-time
Job Overview: Vantage Insurance
We are seeking a dedicated Insurance & Retirement Advisor to assist our lead sales and advisory agent in the financial and insurance planning workflow. This role is essential in preparing for meetings, processing new business, onboarding clients, and reinforcing the concepts, products, and strategies presented to clients and prospects. The Insurance & Retirement Advisor will deliver exceptional customer service and interact with clients and prospects as needed. Key responsibilities include:
  1. Meeting Preparation: Take notes during client meetings and complete the VCQ.
  2. Client Communication: Send meeting recaps to clients.
  3. CRM Management: Input initial data into CRM systems or coordinate with administrative support, including tasks related to the Vantage Appreciation Program.
  4. Material Preparation: Gather illustrations and prepare materials and reports for client meetings.
  5. Client Surveys: Ensure clients complete our survey to enhance our understanding and show appreciation.
  6. Application Assistance: Help clients complete applications for life insurance, annuities, long-term care, and other products.
  7. Policy Support: Assist with underwriting and policy delivery processes in coordination with internal admin teams.
  8. Documentation: Prepare annual review and policy delivery folders in collaboration with the admin team.

Skills, Experience, and Credentials Required
  • Minimum of 2 years' experience in insurance and/or financial services.
  • Life insurance license.
  • Positive, cheerful, and supportive attitude.
  • Strong personal integrity and commitment to excellence.
  • Excellent organizational and time management skills.
  • Effective teamwork and collaborative mindset.
  • Proficiency with typing, computer, tablet, and phone operations.
  • Skilled in Email, online data storage, PowerPoint, Word, and Excel.
  • Excellent phone communication and professional writing skills.
  • Basic understanding of the insurance industry.

Reporting and Management
This position reports to Luke Kibler, President, or as delegated.
Locations Redlands

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