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Retirement Financial Planner Jobs (NOW HIRING)

WealthBridge Financial Group

Financial Planner

Lenexa, KS

$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

Lees Summit, MO · On-site

$73K - $99K/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.

WealthBridge Financial Group

Financial Planner

Olathe, KS · On-site

$73K - $98K/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 ...

Pax Financial Group

Financial Planner

San Antonio, TX

$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.

WealthBridge Financial Group

Financial Planner

Kansas City, KS · On-site

$73K - $98K/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

Leawood, KS · On-site

$73K - $99K/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

Lees Summit, MO · On-site

$73K - $99K/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 · On-site

$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

Kansas City, KS · On-site

$73K - $98K/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 ...

Mercer Advisors

Financial Planner

Woodland Hills, UT · Hybrid

$69K - $92K/yr

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a ... retirement projections, Social Security analysis, education-funding analysis, stock options ...

Mercer Advisors

Financial Planner

San Francisco, CA · Hybrid

$89K - $120K/yr

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a ... Retirement projections * Social Security analysis * Education funding analysis * Stock options ...

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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 30, 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.

Can financial advisors make $500,000 a year?

Financial advisors, including retirement financial planners, can earn $500,000 or more annually, especially those with extensive experience, a high-net-worth client base, or specialized certifications. Earnings often depend on commissions, fees, and the size of the assets they manage, with top performers in the industry reaching or exceeding this level.

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 much do retirement financial advisors make?

Retirement financial advisors typically earn a median annual salary of around $70,000 to $100,000, with experienced professionals and those in high-demand areas earning higher. Compensation often includes commissions, fees, or a combination, and certifications like CFP can influence earning potential.

Is a CFP better than a CPA?

A Retirement Financial Planner often holds certifications like CFP (Certified Financial Planner) or CPA (Certified Public Accountant), each serving different roles. CFPs specialize in financial planning, retirement strategies, and investment advice, while CPAs focus on accounting, tax preparation, and auditing. The choice depends on the specific financial services needed; CFPs are generally more relevant for retirement planning.

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.

Is $200,000 enough to work with a financial advisor?

A retirement financial planner can often work with clients who have $200,000 or more in savings, as this amount can support comprehensive retirement planning and investment strategies. However, the specific services and fees depend on the advisor's fee structure and the complexity of your financial situation.
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 8% As Needed, 17% Full Time, and 75% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner

WealthBridge Financial Group

Overland Park, KS

$75K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 23 days ago

Job description

Description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. 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, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply