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Retirement Advisor Jobs in California (NOW HIRING)

Empower

Retirement Plan Advisor- Orange County

Orange, CA · On-site +1

$79K - $112K/yr

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined ...

SaveDay Inc

Retirement Plan Consultant

Sunnyvale, CA · On-site

We offer several flexible options for workplace savings and retirement plans Responsible for all ... Responsible for answering plan compliance questions from administrators, investment advisors ...

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Retirement Advisor information

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How much do retirement advisor jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for retirement advisor in California is $25.59, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $29.42 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 California?

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

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

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

Retirement Advisor jobs near you
Infographic showing various Retirement Advisor job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,235 per year, or $25.6 per hour.

Insurance & Retirement Advisor

The Redlands Chamber of Commerce

Redlands, CA • On-site

$23 - $30/hr

Full-time

Re-posted 10 days ago

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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