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Retirement Financial Planner Jobs (NOW HIRING)

Larson Financial Holdings, LLC

Financial Planner

Houston, TX · On-site

$68K - $92K/yr

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ... Prepare and present comprehensive financial plans addressing retirement, investment, tax, estate ...

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 ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ... Prepare and present comprehensive financial plans addressing retirement, investment, tax, estate ...

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 ...

Larson Financial Holdings, LLC

Financial Planner

Reno, NV · On-site

$75K - $101K/yr

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ... Prepare and present comprehensive financial plans addressing retirement, investment, tax, estate ...

Arcadia Financial Group

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 ...

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

Raytown, MO

$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

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 ...

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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 Aug 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?

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 August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner

Briaud Financial Planning Inc

College Station, TX • On-site

$80K - $110K/yr

Full-time

Life, Retirement

Re-posted 24 days ago

Job description

Description:

We are seeking a Financial Planner to contribute to the development and delivery of comprehensive financial plans while continuing to deepen their planning expertise and client relationship skills.


This role is designed for individuals who have developed a strong foundation in financial planning and are ready to take on increasing responsibility within the planning process. Financial Planners work closely with Senior Financial Planners and Advisors to develop recommendations, strengthen client relationships, and expand their ability to guide clients through complex financial decisions.


This is a role for someone who is intellectually curious, passionate about financial planning, and committed to continuous growth. You enjoy solving complex financial challenges, developing thoughtful recommendations, and helping clients make progress toward their goals. You understand that exceptional planning requires both technical expertise and practical experience, and you are motivated to continually develop both.


You will contribute to the planning process, build meaningful client relationships, and continue developing the expertise necessary to become a trusted advisor.


In this role you will:

  • Client Relationships: Develop and deepen relationships with clients through regular communication and meetings.
  • Financial Planning: Contribute to the development, presentation, and implementation of comprehensive financial plans.
  • Analysis & Recommendations: Develop retirement projections, income tax projections and estimates, risk management analyses, and estate planning recommendations.
  • Collaboration: Work alongside Senior Financial Planners and Advisors to deliver exceptional client outcomes.


If you have the following, we want to talk to you:

  • You Are a Financial Planning Nerd: You are passionate about financial planning and helping clients achieve their goals. You enjoy diving into complex planning situations and continuously expanding your knowledge.
  • You Build Trust Through Relationships: You genuinely enjoy working with people and developing meaningful client relationships. You understand that great planning begins with understanding what matters most to the client.
  • You Combine Analysis with Judgment: You can evaluate multiple options, think critically, and develop thoughtful recommendations while recognizing there is often more than one right answer.
  • You Take Ownership: You follow through on commitments, take responsibility for your work, and proactively move projects and client needs forward.
  • You Communicate Clearly: You can translate complex financial concepts into language clients and team members can understand. You keep others informed and communicate with confidence and professionalism.
  • You Thrive on Continuous Growth: You seek feedback, embrace coaching, and are committed to becoming a better planner today than you were yesterday.
  • You Believe in Team Success: You understand that exceptional client outcomes are the result of collaboration and are willing to do whatever is needed to support the team and the clients we serve.


Requirements:

Required Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)
  • 2 years of experience working with your CFP in the financial planning industry.
  • Experience within an RIA or fiduciary advisory environment strongly preferred

Briaud Benefits Include:

  • 30 Days of Leave/Paid Office Closures
  • Flexible Work Hours – We know life happens between 8 to 5 too.
  • 401(k) with Safe Harbor employer matching
  • Continuing Education – paid professional dues, conference attendance, and training


Working Conditions:

  • Position type – Full-time
  • Work schedule – 40 hours / week, Monday – Friday 8AM – 5PM
  • Work location – Onsite: Bryan/College Station, Texas
  • Work environment – Business Professional Office