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Retirement Advisor Jobs (NOW HIRING)

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 ...

Old National Bank

Retirement Plan Advisor

Chicago, IL · On-site

$77K - $153K/yr

Retirement Plan Advisor Job Locations US-IL-Chicago Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19496 Workplace Type On Site Overview Old National ...

Empower

Retirement Plan Advisor

Springfield, MA · 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 ...

Old National Bank

Retirement Plan Advisor

Chicago, IL

$77K - $153K/yr

As a Retirement Plan Sales Advisor, you'll be at the forefront of expanding our retirement plan advisory business in a dynamic and growing market. You'll leverage both the bank's existing client ...

Bravera

Retirement Plan Advisor

Fargo, ND · On-site

Bravera Wealth is hiring for a Retirement Plan Advisor in Fargo, ND. This position is responsible for administering Retirement Plan Services (RPS) fiduciary accounts, as well as developing new ...

Empower

Retirement Plan Advisor

Chicago, IL · On-site +1

$75K - $107K/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 ...

Empower

Retirement Plan Advisor

San Francisco, CA · On-site +1

$86K - $122K/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 ...

Empower

Retirement Plan Advisor

Charleston, SC · On-site +1

$72K - $101K/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 ...

Old National Bank

Retirement Plan Advisor

Chicago, IL · On-site

$77K - $153K/yr

As a Retirement Plan Sales Advisor, you'll be at the forefront of expanding our retirement plan advisory business in a dynamic and growing market. You'll leverage both the bank's existing client ...

Empower

Retirement Plan Advisor

Des Moines, IA · On-site +1

$75K - $107K/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 ...

Empower

Retirement Plan Advisor

Austin, TX

$72K - $101K/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 ...

Empower

Retirement Plan Advisor

Hartford, CT · 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 ...

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Retirement Advisor information

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How much do retirement advisor jobs pay per hour?

As of Jul 22, 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 July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Retirement Plan Advisor

Retirement Plan Advisor

Sowell Management

Rogers, AR • On-site

Full-time

Medical, Retirement

Posted 13 days ago

Job description

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, partnering with recordkeepers and TPAs to deliver compliant, optimized solutions while growing client relationships and AUM.
  • Build and maintain plan sponsor relationships as the primary contact, aligning solutions with their business goals and retirement objectives.
  • Lead regular plan reviews, benchmarking design, fees, investments, compliance, and participant engagement; recommend ways to optimize fees and services for participants to boost participation.
  • Create onboarding strategies for new sponsors, coordinating with recordkeepers, TPAs, compliance, and operations for seamless launches.
  • Design and monitor investment fund lineups per ERISA fiduciary standards; adjust based on performance, market shifts, and sponsor risk tolerance.
  • Provide participant education via workshops, materials, and tools to drive enrollment and deferrals.
  • Ensure regulatory compliance (DOL, ERISA, and SEC) through ongoing monitoring, reporting, and fiduciary training.
  • Drive growth by identifying cross-sell/rollover opportunities, pursuing referrals, and cultivating individual wealth management from plan relationships.

Qualifications:
  • Required:
    • Minimum 7+ years of experience in the retirement plan industry in a Relationship Management capacity for 401(k) and 403(b) plans.
    • FINRA license: Series 65 or 66.
    • Strong ERISA fiduciary knowledge, including 3(21) duties.
    • Experience negotiating with C-level executives at plan sponsors and record keepers.
  • Preferred:
    • Bachelor's degree in Finance, Business, Economics, or a related field.
    • Retirement designations: CRPS®, AIF, or ChFC.
    • CRM proficiency.
    • Track record of managing 10+ plans with a participant engagement focus.

Key Traits:
  • Proactive communicator with professional phone/email etiquette.
  • Collaborative in fast-paced teams while maintaining strict confidentiality.

JOIN TREK WEALTH SOLUTIONS, A DIVISION OF sowell management: A company that promises to provide the same consistent level of service and value to all clients.
Sowell Management was established in 2001. From that day forward, we have strived to set our Company apart, both in quality and professionalism.
We are a dynamic and growth-oriented Registered Investment Advisor (RIA) firm dedicated to empowering independent financial advisors. Through our comprehensive platform, resources, and advisor-centric culture, we help advisors transition, grow, and thrive in a fiduciary environment.
Here at Sowell Management, everything we do is centered around our Core Values and our clients:
  • We are family. Have each other's back - Put others first - Critique in private.
  • Attitude is everything. Don't be a jerk & don't suck. Be enthusiastic, positivity goes both ways.
  • Care about what you do. Passion, desire, and drive for excellence - No half-hearted efforts
  • Own your commitments. Do what you say. First time, every time.
  • Go above and beyond. Teamwork always wins. Help each other out. When it's not your job or after 5.

WHY JOIN OUR TEAM?
Sowell Management views each employee as a valued asset in the operation of the business. We strive to make our Company the best possible place to work. Your efforts and team spirit will contribute to helping all of us achieve this goal.
Teamwork is the foundation of Sowell Management's success. All employees are strongly encouraged to share ideas and suggestions to improve the Company's effectiveness and quality of work life. This team effort maximizes the quality of our services, minimizes costs, and allows employees to have satisfaction with their accomplishments.
What We Offer
  • Competitive W2 base salary + incentive opportunities tied to AUM growth and onboarding new plans.
  • Comprehensive benefits package including health insurance, 401(k) with firm match, and professional development stipend.
  • Enterprise tech stack: CRM, financial planning, trading platforms, and portfolio management tools.
  • Collaborative, entrepreneur-minded environment with mentorship from experienced advisors and leadership.
  • Commitment to work-life balance with reasonable client expectations and office hours.
  • Ongoing professional development and support for continuing education and certifications.

Sound like the right place for you? Apply now to join our growing team!

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