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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 ...

BGM Group

Retirement Plan Advisor

Minneapolis, MN · On-site

Retirement Plan Advisor Cornerstone Private Asset Trust Company, LLC Bloomington, MN Who We Are: Cornerstone Private Asset Trust Company is a boutique firm built on relationships, flexibility, and a ...

NFP

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

We are seeking a qualified professional for the position of Retirement Plan Advisor. This role involves independently managing and nurturing established client relationships, primarily focusing on ...

NFP

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

We are seeking a qualified professional for the position of Retirement Plan Advisor. This role involves independently managing and nurturing established client relationships, primarily focusing on ...

BGM

Retirement Plan Advisor

Bloomington, MN · On-site

Retirement Plan Advisor Cornerstone Private Asset Trust Company, LLC - Bloomington, MN Who We Are: Cornerstone Private Asset Trust Company is a boutique firm built on relationships, flexibility, and ...

Empower

Retirement Plan Advisor

Providence, RI · 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 ...

Old National Bank

Retirement Plan Advisor

Chicago, IL

$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 ...

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

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 ...

Empower

Retirement Plan Advisor

Topeka, KS · 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 ...

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Retirement Advisor information

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How much do retirement advisor jobs pay per hour?

As of Jun 8, 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.

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.

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 May 2026, with employment types broken down into 3% As Needed, 55% Full Time, 4% Part Time, and 38% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% 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 29 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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