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Retirement Advisor Jobs in Arizona (NOW HIRING)

GTN Technical Staffing

Retirement Specialist

Phoenix, AZ · On-site

$19 - $21/hr

  • Medical

  • Dental

  • Vision

Contract Position Role Summary The Retirement Advisor provides mid-level administrative support and member services within the Retired Department. This role focuses on pension administration ...

GTN Technical Staffing

Be Seen First

Retirement Specialist $22/hr

Phoenix, AZ · On-site

$22/hr

  • Medical

  • Dental

Contract Position Role Summary The Retirement Advisor provides mid-level administrative support and member services within the Retired Department. This role focuses on pension administration ...

CBIZ, Inc.

Retirement Plan Sales Consultant

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations. * Collaborate with internal teams ...

CBIZ

Retirement Plan Sales Consultant

Phoenix, AZ · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

CBZ) is a leading professional services advisor to middle-market businesses nationwide. With ... The ideal candidate will have a proven track record in retirement plan sales, strong industry ...

CBIZ

Retirement Plan Sales Consultant

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations. * Collaborate with internal teams ...

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All JobsRetirement Advisor JobsRetirement Advisor Jobs in Arizona

Retirement Advisor information

See Arizona salary details

$11

$24

$42

How much do retirement advisor jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for retirement advisor in Arizona is $24.17, according to ZipRecruiter salary data. Most workers in this role earn between $17.26 and $27.79 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.

How much does a retirement advisor make?

A retirement advisor's average salary varies by experience and location but typically ranges from $50,000 to $100,000 annually. Experienced advisors with certifications like CFP can earn higher salaries, and some may receive commissions or bonuses based on client assets managed.

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 does a retirement advisor get paid?

A retirement advisor typically earns fees through a combination of commissions on financial products they sell and/or a percentage of the assets they manage for clients. Some advisors charge hourly or flat fees for their services, especially if they operate as fee-only planners. Compensation structures can vary based on licensing, firm policies, and client preferences.

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.

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.

What are popular job titles related to Retirement Advisor jobs in Arizona?

For Retirement Advisor jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Retirement Advisor jobs in Arizona look for?

The top searched job categories for Retirement Advisor jobs in Arizona are:

Retirement Advisor jobs near you
Infographic showing various Retirement Advisor job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,267 per year, or $24.2 per hour.

Retirement Specialist

GTN Technical Staffing

Phoenix, AZ • On-site

$19 - $21/hr

Full-time

Medical, Dental, Vision

Posted 8 days ago

Job description

RETIREMENT SPECIALIST

Location: Phoenix, AZ -Onsite - 32ND & CAMELBACK

Hourly Rate: $19hr - $21hr

Schedule: Monday–Friday, 8:00 AM–5:00 PM (5 days/week)

Compensation: based on experience

Employment Type: Contract Position


Role Summary

The Retirement Advisor provides mid-level administrative support and member services within the Retired Department. This role focuses on pension administration, retirement account processing, health insurance enrollment, and member data management within established database systems while ensuring confidentiality and compliance with applicable requirements.

Core Technical Skills


Pension & Retirement Administration

  • Pension administration
  • Retirement account processing
  • Pension payroll administration
  • Public Safety Personnel Retirement System
  • Corrections Officer Retirement Plan


Benefits & Health Insurance Processing

  • Health insurance enrollment
  • Health Insurance Portability and Accountability Act (HIPAA) privacy requirements
  • Basic insurance elections
  • Insurance applications (scan and electronic transmission to appropriate state agencies)


Member Account Maintenance

  • Name and address changes
  • Federal and state tax withholdings
  • Direct deposit updates
  • Dependent information


Accounting, Auditing & Payment Processing

  • Accounting and auditing principles within pension payment systems
  • Account reconciliation
  • Process ACH returns
  • Stop payments
  • Check reissues
  • Audit member account updates


Data & Records Management

  • Member data management
  • Data entry
  • Records management systems (automated and manual)
  • Database systems
  • Computer software applications
  • Prepare documents for scanning
  • Scan documents


Customer Support Channels

  • Phone support
  • Email support
  • Fax support
  • In-person communication


Portals & Member Systems

  • Members Only online portal (technical support)


Regulatory & Policy Compliance

  • State and federal laws governing retirement and insurance benefits
  • Applicable state and federal statutes
  • Policies and procedures related to Member Services Division operations
  • HIPAA privacy regulations
  • Internal policies and procedures

Key Responsibilities

  • Establish and maintain retirement records for Public Safety Personnel Retirement System and Corrections Officer Retirement Plan members to support pension payroll administration.
  • Process and audit member account updates including name and address changes, federal and state tax withholdings, direct deposit updates, dependent information, and basic insurance elections.
  • Perform data entry, account reconciliation, and ensure accuracy within pension and benefits systems.
  • Process ACH returns, stop payments, and check reissues in accordance with accounting and auditing principles.
  • Distribute and research returned mail; prepare and manage monthly pension and department mailings.
  • Prepare documents for scanning; scan and electronically transmit insurance applications to appropriate state agencies.
  • Provide multi-channel customer support via phone, email, fax, and in-person communication.
  • Respond to retirement benefits and health insurance inquiries, interpreting and applying applicable state and federal statutes.
  • Provide technical support for the Members Only online portal for active and retired members.
  • Support special projects, including death index reporting, death notifications to local boards, and insurance contacts.
  • Maintain compliance with HIPAA privacy regulations and internal policies and procedures.


Qualifications & Experience


Experience

  • Experience in public sector retirement systems, benefits administration, pension payroll operations, or member services support.


Technical Competencies

  • Computer software applications and database systems.
  • Records management systems (automated and manual).
  • Accounting and auditing principles within pension payment systems.
  • State and federal laws governing retirement and insurance benefits.
  • Health Insurance Portability and Accountability Act (HIPAA) privacy requirements.
  • Policies and procedures related to Member Services Division operations.
  • English grammar, composition, and business correspondence standards.


Professional Skills

  • Customer Service & Member Relations.
  • Regulatory Compliance & Policy Interpretation.
  • Pension & Benefits Administration.
  • Health Insurance Enrollment Processing.
  • Data Accuracy & Quality Control.
  • Written & Verbal Communication.
  • Confidentiality & Information Security.
  • Analytical Thinking & Problem Solving.
  • Time Management & Prioritization.
  • Team Collaboration & Cross-Functional Support.
  • Apply applicable laws, rules, and regulations within retirement system operations.
  • Exercise sound judgment when handling confidential or sensitive information.
  • Compose, edit, and proofread correspondence, reports, and official documents.
  • Explain complex retirement system policies and procedures clearly to diverse audiences.
  • Establish and maintain effective working relationships with members, retirees, local boards, and outside agencies.
  • Organize, prioritize, and manage multiple assignments under strict deadlines.
  • Read, comprehend, and interpret complex materials.
  • Work independently and collaboratively within team environments.


Physical & Compliance Requirements

  • Background check
  • Drug test
  • Credit check


Company Description

GTN is the leader in SOW management & technical staffing, leveraging innovation to drive next-generation recruiting to Fortune 200 companies.