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Retirement Financial Planner Jobs (NOW HIRING)

Arcadia Financial

Financial Planner

Manchester, NH · On-site

$75K - $85K/yr

Create customized financial strategies tailored to clients' unique needs, goals, and risk tolerance, incorporating investment, retirement, tax, and estate planning components. * Provide Holistic ...

Arcadia Financial

Financial Planner

Manchester, NH · Hybrid

$75K - $85K/yr

Create customized financial strategies tailored to clients' unique needs, goals, and risk tolerance, incorporating investment, retirement, tax, and estate planning components. * Provide Holistic ...

Atlantic Union Bank

Financial Planner

Mclean, VA · On-site

$30.12 - $50.24/hr

The Financial Planner is responsible for providing support to the Director of Financial Planning ... Retirement Plan Consulting Services Support: Provide support for the Director of Retirement Plan ...

WealthBridge Financial Group

Financial Planner

Raytown, MO · On-site

$72K - $97K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Lenexa, KS · On-site

$71K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Mission, KS · On-site

$70K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Gladstone, MO · On-site

$70K - $94K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Lenexa, KS · On-site

$71K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Mission, KS · On-site

$70K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Liberty, MO

$71K - $96K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Raytown, MO · On-site

$72K - $97K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

Pax Financial Group

Financial Planner

San Antonio, TX · On-site

$68K - $92K/yr

... retirement, tax strategies, and estate considerations. * Deliver ongoing planning reviews and ... Conduct financial check-ups and diagnose planning needs using MoneyGuidePro or comparable tools.

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All JobsRetirement Financial Planner Jobs

Retirement Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do retirement financial planner jobs pay per year?

As of Jun 10, 2026, the average yearly pay for retirement financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Retirement Financial Planner, you need a deep understanding of retirement planning strategies, investment products, tax laws, and typically hold a bachelor's degree in finance or a relevant field, often with certifications like CFP or ChFC. Proficiency in financial planning software, portfolio management systems, and compliance tools is commonly required. Excellent interpersonal skills, active listening, and the ability to clearly explain complex financial concepts set top planners apart. These competencies are crucial for building trust, guiding clients toward secure retirements, and ensuring adherence to regulations.

What is the difference between Retirement Financial Planner vs Financial Advisor?

AspectRetirement Financial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, 66
Work EnvironmentSpecializes in retirement planning, often in financial planning firms or independent practiceProvides broad financial advice across various areas, including investments, insurance, and retirement
Employer & IndustryFinancial planning firms, independent advisors, banksBanks, brokerage firms, independent practices

While both Retirement Financial Planners and Financial Advisors help clients manage their finances, Retirement Financial Planners focus specifically on retirement strategies, savings, and income planning. Financial Advisors offer broader financial guidance across multiple areas. The key difference lies in specialization, with Retirement Financial Planners dedicated to preparing clients for retirement years.

What does a retirement financial planner do?

A retirement financial planner helps individuals and families prepare for a financially secure retirement. They assess your current financial situation, help set realistic retirement goals, and develop personalized strategies for saving, investing, and managing income in retirement. These professionals also provide advice on tax planning, Social Security benefits, healthcare costs, and estate planning. Their goal is to ensure you can maintain your desired lifestyle and avoid running out of money during retirement.

How does a Retirement Financial Planner typically collaborate with clients and other professionals to develop a comprehensive retirement plan?

A Retirement Financial Planner works closely with clients to understand their financial goals, risk tolerance, and expected retirement lifestyle. This often involves gathering detailed financial information, running projections, and creating tailored strategies. Planners also collaborate with other professionals such as tax advisors, estate attorneys, and insurance agents to ensure the retirement plan covers all aspects, including taxes, estate planning, and risk management. Regular review meetings and open communication help to update plans as clients' needs or market conditions change.
More about Retirement Financial Planner jobs
What job categories do people searching Retirement Financial Planner jobs look for? The top searched job categories for Retirement Financial Planner jobs are:
Retirement Financial Planner jobs near you
Infographic showing various Retirement Financial Planner job openings in the United States as of June 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner

Arcadia Financial

Manchester, NH • On-site

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

About Arcadia Financial
At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like it's Saturday. Our world-class, five-star firm caters to the 'millionaire next door,' providing expert financial guidance with a personalized approach. If you're passionate about empowering clients to achieve financial freedom and thrive in a dynamic, growth-oriented environment, we'd love to meet you.
Job Summary
As a Financial Planner at Arcadia Financial, you will play a critical role in guiding clients toward financial success. You will develop personalized financial plans, provide strategic investment advice, and build long-term relationships that foster trust and financial growth. You will collaborate closely with our tax and estate planning teams to ensure holistic financial solutions that align with clients' long-term objectives.
Key Responsibilities
  • Develop Comprehensive Financial Plans: Create customized financial strategies tailored to clients' unique needs, goals, and risk tolerance, incorporating investment, retirement, tax, and estate planning components.
  • Provide Holistic Investment and Wealth Management Advice: Recommend diversified investment portfolios, asset allocation strategies, and risk management approaches that align with clients' financial aspirations and life stages.
  • Enhance the Client Experience Through Proactive Engagement: Build and maintain strong client relationships through regular strategy meetings, financial check-ins, and personalized communication to ensure evolving needs are met.
  • Collaborate with Tax and Estate Planning Teams: Work closely with in-house tax professionals, estate planners, and legal advisors to deliver integrated financial solutions, including tax-efficient investment strategies, wealth transfer planning, and legacy preservation.
  • Monitor Market Trends and Financial Regulations: Stay ahead of market developments, regulatory updates, and industry best practices to provide clients with the most relevant and strategic financial guidance.
  • Ensure Compliance and Ethical Standards: Uphold all industry regulations, internal compliance policies, and ethical standards to safeguard clients' interests and financial well-being.
  • Collaborate Across Internal Teams: Partner with investment analysts, financial planners, and client service associates to deliver seamless, high-quality financial solutions that address every aspect of a client's financial journey.

Qualifications
  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Certified Financial Planner (CFP) or similar certification preferred but not required.
  • Series 65 certification required.
  • 2-5+ years of experience in financial advising, wealth management, or a related role.
  • Strong analytical and problem-solving skills with a deep understanding of financial products and markets.
  • Excellent interpersonal, communication, and presentation skills.
  • Proficiency in financial planning software and CRM tools.
  • Ability to work independently while contributing to a collaborative team environment.

Compensation Structure:
Hybrid compensation model. Base salary is experience dependent, $75,000 - $85,000. Plus commission on AUM and Insurance.
Arcadia Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.
Benefits:
We believe in taking care of the people who take care of our clients. Our benefits are designed to support your well-being, growth, and work-life balance, including:
  • 100% employer-paid health, dental, and vision insurance
  • Unlimited paid time off (PTO) and flexible scheduling
  • Short-term disability, long-term disability, and life insurance - fully covered
  • 401(k) retirement plan with 4% company match
  • Professional development and continuing education opportunities
  • Collaborative, people-first culture that values innovation and accountability
  • Engaging workplace perks, including team events, community-focused volunteer initiatives and more

Arcadia challenges you to fearlessly live every day like it's Saturday.

Apply