ZipRecruiter

Log In

1

Retirement Associate Jobs (NOW HIRING)

T Rowe Price

DC Retirement Strategist

Baltimore, MD · On-site

$120.70K - $156K/yr

Lead our strategy and engagement with the DC Advisory Council and the USI Retirement Associate Advisory Board. * Member of the USI Retirement Leadership Team helping to shape the go-to-market ...

millenniumsoft

Retirement Specialist

San Antonio, TX · On-site

The retirement specialist reports to the North Americas Associate Service Center (NAASC) Total Rewards Benefits Manager and is responsible for the planning, organizing, coordinating and managing the ...

TIAA

Retirement Income Consultant

Dallas, TX · On-site

$72.80K - $90K/yr

Retirement Income Consultant The Retirement Income Consultant works directly with clients to ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Retirement Income Consultant

Dallas, TX

$72.80K - $90K/yr

Retirement Income Consultant The Retirement Income Consultant works directly with clients to ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Retirement Income Consultant

Charlotte, NC

$72.80K - $90K/yr

Retirement Income Consultant The Retirement Income Consultant works directly with clients to ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

next page

Showing results 1-20

People also search for

All JobsRetirement Associate Jobs

Retirement Associate information

See salary details

$10

$19

$33

How much do retirement associate jobs pay per hour?

As of May 29, 2026, the average hourly pay for retirement associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Retirement Associate, and why are they important?

To thrive as a Retirement Associate, you need a solid understanding of retirement plans, financial products, and relevant regulations, often supported by a degree in finance or a related field. Familiarity with recordkeeping systems, retirement plan administration software, and certifications such as ASPPA or CEBS are commonly required. Excellent communication, attention to detail, and strong customer service skills help Retirement Associates effectively guide clients and resolve issues. These skills and qualifications ensure accurate plan management and foster trust with clients navigating complex retirement options.

What are some typical challenges Retirement Associates face when assisting clients with retirement planning?

Retirement Associates often encounter challenges such as explaining complex retirement plan options in an easily understandable way, staying updated on changing regulations, and addressing clients’ concerns about financial security. Clients may have varying levels of financial literacy and unique needs, requiring patience and strong communication skills. Balancing administrative tasks with personalized customer service is also common, making organization and time management essential for success in this role.

What are Retirement Associates?

Retirement Associates are professionals who assist clients with retirement planning and benefits administration. They typically work for financial firms, retirement plan providers, or human resources departments, helping individuals understand their retirement options, manage accounts, and process related paperwork. Their role may include explaining plan features, ensuring compliance with regulations, and answering questions about contributions, distributions, and vesting. Retirement Associates play a key part in helping clients make informed decisions for their financial future.

What is the difference between Retirement Associate vs Financial Advisor?

AspectRetirement AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like FINRA Series 6 or 63 are commonRequires a bachelor's degree; often holds certifications such as CFP, Series 7, or 66
Work EnvironmentFinancial institutions, retirement plan providers, or insurance companiesIndependent or firm-based; client-facing roles in financial planning
Employer & IndustryFinancial services, retirement planning firms, insurance companiesFinancial planning firms, banks, investment firms
Search & Comparison IntentPeople comparing entry-level retirement planning roles with financial advisingIndividuals seeking comprehensive financial planning services

The main difference is that a Retirement Associate typically supports retirement plan administration and client service within financial institutions, often requiring basic certifications. A Financial Advisor provides personalized financial planning and investment advice, often holding advanced certifications like CFP. While both roles work within the financial industry, their responsibilities and client interactions differ significantly.

What cities are hiring for Retirement Associate jobs? Cities with the most Retirement Associate job openings:
What are the most commonly searched types of Retirement jobs? The most popular types of Retirement jobs are:
What states have the most Retirement Associate jobs? States with the most job openings for Retirement Associate jobs include:
Retirement Associate jobs near you
Retirement Associate (Attorney)

Retirement Associate (Attorney)

Groom Law Group, Chartered

Washington, DC • On-site

$325K - $385K/yr

Full-time

Medical, Retirement

Posted 12 days ago

Job description

Overview
Retirement Associate (Attorney)
Overview
Groom Law Group is seeking a mid-to-senior level associate to support our Retirement, Executive Compensation, and Tax group, with a primary focus on retirement plan design and compliance. This is an excellent opportunity to build a sophisticated legal practice advising high-quality clients on a broad range of retirement issues.
Our firm's extensive experience, depth of experience, and strong track record of success position us as leaders in benefits, retirement, and health care law. We offer a competitive salary, a full range benefits package and the opportunity to work in a stimulating and collegial environment. The location of this position is flexible and can be structured as a remote work arrangement.
Responsibilities
The associate will support the firm's Retirement, Executive Compensation and Tax Group on matters involving tax-qualified retirement plans, including 401(k), profit-sharing, traditional defined benefit and cash balance plan matters. Responsibilities will include:
  • Advising clients on retirement plan design, operation, and compliance with applicable Internal Revenue Code and ERISA requirements, including the SECURE 2.0 Act and legislative and regulatory developments.
  • Drafting, reviewing, and updating plan documents, amendments, summary plan descriptions, and other participant communications.
  • Conducting legal research and analysis to support client advice and firm initiatives.
  • Working directly with clients and colleagues to identify, analyze, and address legal issues in a practical and timely manner.
  • Collaborating with attorneys across the firm to deliver high-quality, client-focused legal services.

Qualifications
  • Approximately 5-8 years of relevant legal experience with tax-qualified retirement plans, such as 401(k), profit-sharing, traditional defined benefit, and cash balance plans.
  • A strong working knowledge of applicable ERISA and Internal Revenue Code requirements.
  • Strong legal research, analytical, and writing skills.
  • The ability to work both independently and collaboratively on complex matters.
  • Attention to detail, sound professional judgment, and the ability to manage competing priorities.
  • Strong academic credentials and a demonstrated commitment to professional growth.

Equal Employment Opportunity and Accommodations
Groom Law Group, Chartered, is an equal-opportunity employer. We offer opportunities to all qualified applicants without regard to race, color, national origin, sex, gender identity or expression, sexual orientation, age, religion, creed, ancestry, citizenship status, marital status, family responsibilities, physical or mental disability, medical condition, military and veteran status, genetic information, change of sex or transgender status, pregnancy, personal appearance, political affiliation, or any other basis protected by federal, state, or local law. The firm will ensure that applicants and employees are treated in all aspects of employment without unlawful discrimination because of these or any other protected characteristics. Groom Law Group is committed to providing a work environment free from all forms of discrimination and harassment. Any conduct contrary to this policy is prohibited.
If you require a reasonable accommodation in any part of the employment process, please contact the Director of Human Resources, Megan Friend, at mfriend@groom.com with your request and contact information.
The expected annual pay range for this position is $325,000 - $385,000. Please note that the offer amount will be dependent on attorney class year, relevant experience, and skillset.

Apply