ZipRecruiter

Log In

1

Retirement Financial Planner Jobs (NOW HIRING)

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.

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 ...

Trustmark Bank

$65K - $87K/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 ...

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 ...

Trustmark Bank

Financial Planner

Mobile, AL · On-site

$75K - $101K/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 ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

Develop personalized financial plans and budgets based on clients' needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their ...

Trustmark Bank

Financial Planner

Santa Rosa Beach, FL · On-site

$68K - $92K/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 ...

Waverly Advisors, LLC

Financial Planner

Jackson, MS · On-site

$66K - $88K/yr

Develop personalized financial plans and budgets based on clients' needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their ...

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 ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

Develop personalized financial plans and budgets based on clients' needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their ...

T Rowe Price

Financial Planner

Owings Mills, MD · Hybrid

$72K - $97K/yr

Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies * Update financial ...

previous page

Showing results 41-60

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

Pax Financial Group

San Antonio, TX • On-site

$68K - $92K/yr

Full-time

Re-posted 6 days ago

Job description

About PAX Financial Group
PAX Financial Group is a San Antonio-based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact.
Rooted in faith and inspired by 1 Timothy 6:17-19, we believe wealth is a responsibility, not just a resource. Our team is known for blending technical excellence with a deep commitment to client service, behavioral finance, and values-based investing.
If you're looking to join a collaborative team where purpose, growth, and impact matter, we'd love to connect.
Position Overview
We are seeking a growth-oriented and client-focused Financial Advisor to deliver holistic financial planning while proactively developing and expanding a book of business. This role blends technical financial expertise with relationship management, behavioral coaching, and strategic guidance.
The ideal candidate is skilled at leading client conversations, uncovering planning opportunities, and providing clear recommendations. They are energized by business development, confident in presenting complex financial concepts, and committed to delivering a consistent, high-touch client experience within a structured planning framework.
Financial Advisors at PAX serve as fiduciaries, offering fee-based advice aligned with clients' best interests and PAX's values-driven approach to wealth management.
Key ResponsibilitiesClient Acquisition & Relationship Management
  • Proactively acquire new clients through referrals, COIs, community presence, networking, and digital engagement.
  • Build and manage a book of up to 150 households within PAX's segmentation and service model.
  • Lead discovery meetings and develop personalized financial plans that address investments, cash flow, risk management, retirement, tax strategies, and estate considerations.
  • Deliver ongoing planning reviews and provide behavioral coaching to support positive financial decision-making.
  • Maintain strong client relationships through responsive communication, trust-building, and clearly guided next steps.
Planning & Advice Execution
  • Conduct financial check-ups and diagnose planning needs using MoneyGuidePro or comparable tools.
  • Identify and communicate investment and planning opportunities, including tax-loss harvesting, model alignment, and risk management.
  • Present recommendations with clarity, confidence, and supporting rationale.
  • Collaborate with CSAs and Service Advisors to ensure smooth onboarding, service delivery, and client retention.
Business Development & Performance
  • Maintain a consistent pipeline of prospective clients and business development activities.
  • Drive annual net new asset growth targets
  • Represent PAX at events, workshops, and community initiatives as appropriate.
  • Strengthen presence through digital platforms, thought leadership, and community engagement.
Documentation, Compliance & Professional Standards
  • Maintain accurate and timely documentation of client interactions, planning notes, and follow-ups in Salesforce.
  • Adhere to fiduciary standards, regulatory requirements, and internal processes.
  • Participate in continuing education, advisor training, and internal casework discussions.
  • Support alignment with PAX's investment philosophy and planning approach.
Qualifications
  • Bachelor's degree from an accredited university
  • CFP® designation (or completion in process) - Highly Preferred
  • FINRA Series 65
  • 2-5+ years of financial planning or RIA advisory experience
  • Demonstrated success in generating and retaining business
  • Strong communication, presentation, and influencing skills
  • Ability to manage multiple clients and priorities with strong follow-through
  • High comfort using planning tools and CRM platforms
  • Strong business, financial, and economic acumen
  • Clean compliance history and ability to operate as a fiduciary
Preferred Qualifications
  • Experience with MoneyGuidePro, Orion, SmartX, or similar platforms
  • Experience working within a planning-first, model-driven advisory firm
  • Knowledge of tax strategies, risk management, and estate planning considerations
  • Background in behavioral finance or client coaching
Cultural Fit
  • You are energized by helping clients gain clarity, confidence, and peace in their financial lives.
  • You take initiative, embrace growth, and enjoy building genuine relationships.
  • You communicate with empathy, candor, and professionalism.
  • You thrive in a collaborative environment where consistency and accountability matter.
  • You are aligned with PAX's values and mission-driven approach to financial planning.
Interested in Applying?
If you believe your background and interests align with this role, we invite you to complete a short assessment as part of our application process.
The assessment helps us understand work style and role fit and is required to move forward.
Begin the assessment:
https://assessment.predictiveindex.com/bo/CQ3R/FinancialAdvisor_Dec2025_4478
We appreciate your interest in PAX Financial Group and look forward to learning more about you.

Apply