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Retirement Education Jobs (NOW HIRING)

Retirement Specialist

Easton, PA ยท On-site

  • Medical

  • Life

  • Retirement

Education & Communication Develop and deliver engaging communications, tools, and presentations that improve employee understanding of retirement benefits and drive participation and informed ...

Retirement Consultant

Saint Louis, MO ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Gilbert, AZ ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Littleton, CO ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Atlanta, GA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This involves educating, guiding and helping terminating and retiring participants understand the ... Retirement focused on educating and helping 401(k) participants make good decisions about what to ...

Retirement Consultant

Fort Mill, SC ยท On-site

  • Medical

  • Retirement

  • PTO

The Retirement Consultant serves as a strategic retirement plan specialist and key driver of ... Advisor Training & Education * Partner with internal stakeholders and strategic providers to ...

Retirement Consultant

Jacksonville, FL ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Orlando, FL ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Fairfield, CT ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Tallahassee, FL ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Stamford, CT ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Tempe, AZ ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Chicago, IL ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Orlando, FL ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Corpus Christi, TX ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Meriden, CT ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Nashville, TN ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Retirement Consultant

Antioch, TN ยท On-site +1

$55K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's degree or an equivalent combination of education and professional work experience ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Showing results 21-40

Retirement Education information

See salary details

$32.5K

$67.6K

$109K

How much do retirement education jobs pay per year?

As of Aug 18, 2026, the average yearly pay for retirement education in the United States is $67,568.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What is retirement education?

Retirement education refers to programs, resources, and guidance designed to help individuals plan and prepare for their financial, healthcare, and lifestyle needs in retirement. These programs often cover topics such as saving strategies, investment options, Social Security, Medicare, estate planning, and transitioning to post-work life. The goal is to empower people to make informed decisions that support a secure and fulfilling retirement.

What are the key skills and qualifications needed to thrive in retirement education?

To thrive in Retirement Education, you need a solid understanding of retirement planning, financial products, and relevant regulations, often supported by certifications like CFP or RICP. Familiarity with retirement planning software, presentation platforms, and client management systems is typically required. Exceptional communication, empathy, and the ability to simplify complex concepts help educators connect with and guide diverse clients. These skills ensure clients receive clear, actionable advice, empowering them to make informed retirement decisions.

What are some common challenges faced by professionals in retirement education when engaging with diverse audiences?

Professionals in Retirement Education often encounter the challenge of tailoring complex financial concepts to audiences with varying levels of financial literacy and backgrounds. Communicating effectively with individuals from different age groups, cultural backgrounds, and stages of retirement planning requires adaptability and strong interpersonal skills. Additionally, staying up-to-date with evolving retirement regulations and products is essential to provide accurate and relevant guidance. Collaboration with HR teams, financial advisors, and benefits administrators is also common to ensure educational materials and sessions meet participants' needs.

What is the difference between Retirement Education vs Retirement Planning?

AspectRetirement EducationRetirement Planning
CredentialsTypically requires certifications in financial education or counselingOften requires financial planning certifications like CFP or CFA
Work EnvironmentEducational settings, community programs, online platformsFinancial advisory firms, personal consultations, corporate settings
Industry UsageFocuses on informing and educating individuals about retirement optionsFocuses on creating personalized retirement strategies and investment plans

Retirement Education primarily involves informing individuals about retirement options, benefits, and resources, often through educational programs. Retirement Planning, on the other hand, involves developing personalized strategies to achieve retirement goals, including investment and savings plans. While both roles aim to prepare individuals for retirement, Retirement Education emphasizes knowledge dissemination, whereas Retirement Planning focuses on tailored financial solutions.

What cities are hiring for Retirement Education jobs?

Cities with the most Retirement Education job openings:

What are the most commonly searched types of Retirement Education jobs?

The most popular types of Retirement Education jobs are:

What states have the most Retirement Education jobs?

States with the most job openings for Retirement Education jobs include:

What job categories do people searching Retirement Education jobs look for?

The top searched job categories for Retirement Education jobs are:

Infographic showing various Retirement Education job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $67,568 per year, or $32.5 per hour.

Senior Associate, Retirement Plan Administration

Vestwell

King Of Prussia, PA โ€ข On-site

$80K - $90K/yr

Full-time

Re-posted 21 days ago


Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

To learn more, visit vestwell.com

Who Are We Looking For?

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell's bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team.

This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell's clients and driving product improvements.

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.
What Will You Be Doing?

  • Year end testing for DC plans.
  • Answer questions from the client service team on retirement plan subjects.
  • Assist with plan terminations and EPCRS corrections.
  • Provide consulting services to sponsor and advisors as needed.

Requirements

  • Minimum 4 years of Retirement Plan Administration experience.
    • Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level
  • Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.
  • Exceptional understanding of plan administration, compliance testing and IRS regulations.
  • Excellent written & oral communication skills.
  • Meticulous attention to detail & organization.
  • Passion for helping people.
  • Proficient in Microsoft Office Suite & G suite.
  • Proven ability to think analytically & operate independently within set deadlines.
  • Team player.
  • Shows ownership and initiative in all aspects of work.
  • QKA certifications.

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote.
The expected salary range for this position is $80K - $90K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS
We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.