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Retirement Advisor Jobs in Florida (NOW HIRING)

lincoln

Retirement Processor

Tallahassee, FL · On-site

To ensure the timely processing of retirement paperwork for Investment Advisor Representatives and Registered Representatives. Address and solve any potential issues with paperwork prior to ...

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How much do retirement advisor jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for retirement advisor in Florida is $19.38, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $22.26 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 Florida? For Retirement Advisor jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Retirement Advisor jobs in Florida look for? The top searched job categories for Retirement Advisor jobs in Florida are:
Retirement Advisor jobs near you
Infographic showing various Retirement Advisor job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 15% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,310 per year, or $19.4 per hour.

Bilingual Wealth Advisor and Education Consultant (Spanish)

HUB International Limited

Fort Lauderdale, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

HUB International rating

8.0

Company rating: 8.0 out of 10

Based on 140 frontline employees who took The Breakroom Quiz

163rd of 306 rated insurance

Job description

ABOUT HUB INTERNATIONAL:
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
  • Competitive salaries and benefits offerings
    • Medical/dental/vision insurance and voluntary insurance options
    • Health Savings Account funding
    • 401k matching program
    • Company paid Life and Short-Term Disability Plans
    • Supplemental Life and Long-Term Disability Options
    • Comprehensive Wellness Program
    • Paid Parental Leave
    • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
  • Great work/life balance, because that's important for all of us!
  • Focus on creating a meaningful environment through employee engagement events
  • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
  • Growth potential - HUB is constantly growing and so can your career!
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives
  • Opportunity to be involved in our DEIC initiatives and efforts to be an inclusive company through our Employee Resource Groups and Employee Voices Groups

SUMMARY:
The Bilingual Wealth Advisor and Education Consultant is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor in both English and Spanish. This role must understand all aspects of plan design, customer service, external reporting and internal procedures in order to build client relationships and solve problems proactively. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Maintains strong and effective relationships with clients, co-workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional service
  • Proactively engage in day-to-day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants
  • Assists both Plan Sponsors and Plan Participants with questions, requests and issue resolution
  • Review, organize, process and submit completed client paperwork to appropriate parties
    • This would include both new business as well as ongoing service items
  • Develop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies
  • Provide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing
  • Utilize one-on-one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programming
  • Educate the employee on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457), and individual savings plans (IRA, 529 College Plans)
  • Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence
  • Manage communication between the client and internal teams to support existing processes
  • Track meeting activity and wealth management lead pipeline for annual client reviews.
  • Generate revenue by cross-selling and converting clients to retail
  • Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner
  • Provide marketing and sales support
  • Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process
  • Special projects and other duties as assigned

REQUIREMENTS:
  • FINRA Series 7 license and RIA affiliation licensing requirements
  • Bachelor's degree preferred
  • Bilingual (Spanish Speaking)
  • 2-5 years of experience preferred in financial services, retirement plans, and investments
  • Must be able to work independently, with some supervision and direction from manager
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)
  • Prior experience working with retirement plans and presenting to clients preferred
  • Comfortable speaking with people in group and one-on-one settings (both virtually and in-person) with strong interpersonal skills
  • Project management experience with working on several projects with different timelines simultaneously
  • Strong attention to detail, organizational skills, customer service skills, and verbal/written communication skills
  • Must be a team player
  • Minimal travel requirements (conferences or on-site client visits)

Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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