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Retirement Advisor Jobs in Arizona (NOW HIRING)

CBIZ

Retirement Plan Sales Consultant

Phoenix, AZ · Hybrid

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 ...

Prudential Advisors

Financial Advisor

Scottsdale, AZ · On-site

Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your ... Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension ...

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Retirement Advisor information

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$24

$42

How much do retirement advisor jobs pay per hour?

As of Sep 3, 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 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.

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.

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 certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Gaining experience in financial planning or investment management and developing strong interpersonal skills are also important for success in this role.

How do retirement advisors get paid?

Retirement advisors typically earn fees through a combination of commissions on financial products they sell and ongoing management fees based on a percentage of clients' assets under management. Some advisors charge hourly or flat fees for specific services, and fee structures can vary depending on the advisor's business model and certifications such as CFP or CFA.

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 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, 13% Part Time, and 5% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $50,267 per year, or $24.2 per hour.

Associate Retirement Client Advisor

UMB Financial Corporation

Phoenix, AZ • On-site

$59K - $86K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

As the Associate Retirement Client Advisor, you will provide ongoing support to the RPS team and manage certain account relationships within an assigned book of business. The Associate Retirement Client Advisor works with various aspects of the retirement plan management practice including operations, investment management, knowledge, the client service model and new business acquisition.
How you'll spend your time:
  • Serves on the client service team to assist in managing client relationships to help deliver the client service model to clients.

  • Acts as the primary contact on a select group of assigned accounts.

  • Participates in client and prospect meetings as well as networking opportunities.

  • Prepares plan and Investment reviews for prospect/client meetings.

  • Monitors client plan metrics based on recordkeeping data, investment policies, and stated plan goals and objectives.

  • Monitors and manages required plan and participant notifications and reports.

  • Communicates with clients and follows up on advice delivery. Partners with the RPS team as a relationship management point of contact, delivering administrative support to key clients.

  • Facilitates changes to plan provisions, such as implementing plan recommendations.

  • Conducts annual plan and Investment reviews for assigned clients.

  • Develops competency with internal and external software packages to manage client relationships.

  • Prepares investment analysis and financial related projects as needed.

  • Develops competency in the Customer Relationship Management (CRM) and manages workflows and related documentation requirements.

  • Facilitates best practices and assists in monitoring and satisfying compliance requirements.

  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

  • Performs other duties as assigned.

We're excited to talk to you if:
  • You possess a Bachelors in Business Administration/Management, Economics, Finance or related field.

  • You have 3-5 years' of business experience in financial services related industry.

  • You have ability to work, efficiently, effectively, and independently to see projects through to conclusion.

  • You have proficiency with Microsoft Office applications.

  • You have basic knowledge of investments.

  • You have excellent verbal and written communication skills.

  • You have demonstrated client service skills.

  • You have attention to detail, accuracy, and problem-solving skills.

  • You have excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments.

  • You are self-motivated and possess a sense of urgency.

  • You have high ethical and professional standards.

  • You show flexibility, adaptability, and solid team orientation.

  • You have ability to support the presentation of material to clients and prospective clients as part of a team.

  • You can obtain the Certified Plan Fiduciary Advisor (CPFA) designation within 6 months of hire.

Bonus points if:
  • You show a high level of analytical skills.

  • You have previous experience with retirement plans, trust accounting, and/or CRM software tools.

  • You have basic knowledge of ERISA qualified plans.

This position was posted on 08/24/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
Compensation Range:
$59,085 - $86,922
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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