ZipRecruiter

Log In

1

Retirement Financial Planner Jobs (NOW HIRING)

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

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

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

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

Leawood, KS

$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

$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

$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 ...

W3Global Inc.

Financial Planner

Alpharetta, GA

$100K - $150K/yr

Provides financial and retirement planning services including wealth management, tax strategies, income solutions, protection, and legacy planning * Serves high-net-worth business owners, executives ...

Trustmark Bank

Financial Planner

Ridgeland, MS · On-site

$66K - $88K/yr

Topics may include, but are not limited to retirement & income planning, estate planning, trusts ... Design financial plans with recommendations based on client data and goals. * Maintain systems to ...

next page

Showing results 1-20

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 9, 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 May 2026, with employment types broken down into 1% As Needed, 91% Full Time, and 8% 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

Raytown, MO • On-site

$72K - $97K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted just now

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