ZipRecruiter

Log In

1

Retirement Coach Jobs (NOW HIRING)

New York Life

Retirement Planner

Greenville, NC

$69K - $130K/yr

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of families every day. At New ...

New York Life

Retirement Planner

Raleigh, NC · On-site

$69K - $130K/yr

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of families every day. At New ...

New York Life

Retirement Planner

Fayetteville, NC · On-site

$69K - $130K/yr

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of families every day. At New ...

New York Life

Retirement Planner

Wilmington, NC · On-site

$69K - $130K/yr

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of families every day. At New ...

New York Life

Retirement Planner

Greensboro, NC

$69K - $130K/yr

Coachable * Communicative * Self-disciplined * Authentic If the answer is yes, consider becoming a professional retirement planner to drive positive impact in the lives of families every day. At New ...

next page

Showing results 1-20

All JobsRetirement Coach Jobs

Retirement Coach information

See salary details

$10

$19

$30

How much do retirement coach jobs pay per hour?

As of Jun 23, 2026, the average hourly pay for retirement coach in the United States is $19.70, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $20.67 per hour, depending on experience, location, and employer.

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

To thrive as a Retirement Coach, you need expertise in retirement planning, financial literacy, and counseling, often supported by relevant certifications such as Certified Retirement Coach or financial planning credentials. Familiarity with retirement planning software, assessment tools, and client management systems is typically required. Exceptional listening, empathy, and communication skills help build trust and guide clients through significant life transitions. These skills and qualities are essential for empowering clients to navigate retirement confidently and achieve their personal and financial goals.

How much does a retirement coach make?

Retirement coaches typically earn between $40,000 and $80,000 annually, depending on experience, location, and client base. Many work independently or for financial planning firms, often requiring certifications in coaching or financial advising.

What are some common challenges faced by Retirement Coaches when supporting clients in transitioning out of the workforce?

Retirement Coaches often encounter challenges such as helping clients redefine their sense of purpose, navigate changes in daily structure, and manage anxieties about financial security and social connections. Many clients struggle to adjust to the loss of workplace identity and routine, so coaches must provide guidance on building new habits, setting meaningful goals, and exploring hobbies or volunteer opportunities. Collaborating closely with financial planners, therapists, and family members is also common, ensuring a holistic approach to each client's unique needs during this significant life transition.

Are retirement coaches in demand?

Retirement coaches are increasingly in demand as more individuals seek personalized guidance for retirement planning and lifestyle transitions. The growth of the retirement coaching industry is driven by an aging population and a focus on financial and emotional preparedness, often requiring certifications and strong interpersonal skills.

What is a retirement coach?

A retirement coach is a professional who helps individuals plan and navigate the transition into retirement, focusing on both the financial and non-financial aspects. Unlike financial advisors who primarily address money matters, retirement coaches assist with lifestyle planning, goal setting, finding new purpose, and emotional adjustments to ensure a fulfilling post-career life. They work with clients to explore interests, create action plans, and overcome challenges associated with leaving the workforce.

What is the best side hustle for retirees?

Retirement coaches can consider side hustles such as consulting, tutoring, or freelance writing, which leverage their experience and skills. These options often offer flexible schedules and low startup costs, making them suitable for retirees seeking additional income. Success depends on individual expertise, network, and willingness to market services.

What is the difference between Retirement Coach vs Financial Advisor?

Retirement CoachFinancial Advisor
Focuses on lifestyle, mindset, and personal planning for retirementProvides investment, estate, and financial planning advice
Typically holds certifications like Retirement Coach CertificationOften holds CFP, CFA, or CPA credentials
Works in coaching environments, workshops, or one-on-one sessionsWorks in financial firms, banks, or independent practices
Addresses emotional and behavioral aspects of retirement planningAddresses financial strategies and investment management

While both roles assist individuals preparing for retirement, a Retirement Coach emphasizes personal development and lifestyle adjustments, whereas a Financial Advisor focuses on financial strategies and investments. The two professions often complement each other but serve different aspects of retirement planning.

Is it hard for a 62 year old to get a job?

Retirement coaches often work with older adults seeking employment or transitioning careers, and age can influence hiring decisions. While some employers may have biases, many value experience and skills, and job seekers at age 62 can find opportunities by highlighting their expertise, staying current with relevant tools, and demonstrating adaptability.
More about Retirement Coach jobs
What cities are hiring for Retirement Coach jobs? Cities with the most Retirement Coach job openings:
What states have the most Retirement Coach jobs? States with the most job openings for Retirement Coach jobs include:
What job categories do people searching Retirement Coach jobs look for? The top searched job categories for Retirement Coach jobs are:
Retirement Coach jobs near you
Infographic showing various Retirement Coach job openings in the United States as of June 2026, with employment types broken down into 60% Full Time, and 40% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,970 per year, or $19.7 per hour.
Retirement Plan Educational Specialist

Retirement Plan Educational Specialist

M3 Placement

Utica, NY • On-site

Full-time

Medical, Retirement, PTO

Posted 9 days ago

Job description

POSITION: Retirement Plan Educational Specialist

TYPE: Full time, Salary

LOCATION: Utica, NY

SUMMARY: Are you passionate about helping people achieve their financial goals? Do you enjoy working with people who share your commitment to quality, excellence, and professional growth? Our client, Strategic Financial Services, is looking for motivated professionals who can supports existing client relationships and serves as a trusted resource for plan participants. Responsibilities include delivering financial education programs (both in-person and virtual), helping shape participant engagement strategies, and communicating Strategics’ wealth management services and solutions. The company was recently named the #1 Place to Work for Financial Advisers by InvestmentNews!

FIRM VALUES:

• Serve | Grow | Live


CORE RESPONSIBILITIES:

•Support day-to-day management of existing client relationships and help shape the overall client service experience.

•Schedule, prepare for, and attend client and participant meetings; maintain meeting schedules and document follow-up actions.

•Coordinate plan administration tasks with external partners (TPAs, CPAs, recordkeepers) and assist with onboarding, conversions, and general administration.

•Provide participant education and enrollment materials for individuals and groups.

•Serve as a subject matter expert on recordkeeper systems and escalate participant or sponsor issues to Senior/Lead Advisors as needed.

•Identify clients or participants who may benefit from additional investment services or financial planning, and serve as a referral source to Wealth Management.

•Develop relationship-management skills and progress toward a Lead Advisor role by gradually taking on new and existing client responsibilities.


TECHNICAL SKILLS:
•Energetic self-starter committed to continuous learning and professional growth.

•Highly organized with attention to detail, follow-through, and ability to manage multiple deadlines.

•Strong written, verbal, and presentation skills; able to listen, ask questions, identify opportunities, resolve conflicts, educate, and coach clients.

•Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) and quick to learn tools like SharePoint and social scheduling platforms.

•Operational knowledge of financial planning technology, client-facing systems, performance reporting, and CRM platforms.

•Basic understanding of investments, securities markets, global economics, portfolio construction, and market trends.

•Foundational knowledge of retirement plans, recordkeeping, participant education, and financial planning principles.


REQUIREMENTS:
•Bachelor’s degree required; industry-specific or other technical training is a plus.

•FINRA Series 65: required within the first 12 months.

•Industry credential required within 18 months (e.g., CPFA, ABFP, WMS, or similar approvedcertification).

•1–3+ years of professional experience in financial services, investments, retirement planadministration, insurance, payroll, or employee benefits preferred.

•1–3+ years of retail or marketing experience helpful.

•1–3+ years of retirement plan-related experience desirable.


In addition to working with a team of highly competent professionals in a growing firm, benefits include:
•Opportunity to make an impact on client’s lifelong financial goals.
•Supportive leadership team dedicated to our culture of learning and professional development.
•Career mapping and mentorship
•Opportunity to grow personally and professionally
•Competitive salary and health benefits
•401K
•Paid time off


BASE SALARY RANGE: $62,000-$82,500 plus performance-based compensation

Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.