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Retirement Plan Advisor- North Carolina

Durham, NC · On-site +1

$72K - $101K/yr

The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined ...

ASCENSUS

Retirement Plan Consultant

Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters ... A Retirement Plan Consultant is able to handle client meetings both on video and via phone. This ...

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Retirement Plan Advisor information

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$12

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$45

How much do retirement plan advisor jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for retirement plan advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What does a retirement plan advisor do?

A Retirement Plan Advisor helps individuals and organizations plan for retirement by offering expert advice on retirement savings options, investment strategies, and plan management. They often assist employers in setting up and managing workplace retirement plans, such as 401(k)s, and educate employees on how to make the most of their retirement benefits. Additionally, they stay informed about regulatory changes and ensure that retirement plans remain compliant with legal requirements. Their goal is to help clients achieve financial security in retirement.

What are the key skills and qualifications needed to thrive as a retirement plan advisor?

To thrive as a Retirement Plan Advisor, you need strong knowledge of retirement planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and professional designations like CFP or AIF. Proficiency with financial planning software, retirement plan recordkeeping systems, and compliance tools is commonly required. Exceptional interpersonal skills, active listening, and the ability to clearly communicate complex concepts help build trust with clients and guide them to informed decisions. These skills ensure clients receive tailored, compliant, and effective retirement solutions, fostering long-term relationships and successful financial outcomes.

How does a retirement plan advisor typically collaborate with clients and internal teams to ensure successful plan management?

Retirement Plan Advisors work closely with both clients—such as employers and plan participants—and internal teams like compliance, investment analysts, and client service representatives. They regularly meet with clients to review plan performance, address regulatory updates, and recommend improvements. Internally, they coordinate with specialists to ensure that plan administration, reporting, and regulatory filings are handled accurately and efficiently. This collaborative approach helps deliver comprehensive retirement solutions and maintain high client satisfaction.

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

AspectRetirement Plan AdvisorFinancial Advisor
CertificationsCertified Retirement Counselor (CRC), CFPCFP, ChFC, or other financial planning certifications
Work EnvironmentPrimarily works with employer-sponsored retirement plansWorks with individual clients on a broad range of financial goals
Employer & Industry UsageFinancial services firms, retirement plan providersIndependent or firm-based financial planning firms
Common Search & ComparisonOften compared for retirement-specific adviceBroader financial planning services

The main difference between a Retirement Plan Advisor and a Financial Advisor is their focus. Retirement Plan Advisors specialize in employer-sponsored retirement plans and work primarily with organizations to manage these plans. Financial Advisors, on the other hand, provide comprehensive financial planning services to individual clients, covering a wide range of financial goals beyond retirement. Both roles may hold similar certifications like CFP but serve different client needs and environments.

How do retirement plan advisors get paid?

Retirement plan advisors typically earn fees through a combination of asset-based commissions, flat fees, or hourly rates for their consulting services. Compensation structures can vary based on the advisor's firm, the complexity of the plan, and the services provided, with some advisors also earning commissions on financial products sold. Advisors are often required to disclose their fee arrangements to ensure transparency for clients.

How much do retirement plan advisors make?

Retirement plan advisors typically earn a median annual salary of around $70,000 to $90,000, with experienced professionals and those in high-demand areas earning over $100,000. Compensation often includes base salary, commissions, and bonuses, and may vary based on experience, certifications, and client portfolio size.

How to become a retirement plan advisor?

To become a retirement plan advisor, individuals typically need a bachelor's degree in finance, economics, or a related field, along with relevant industry certifications such as the Certified Financial Planner (CFP) or the Accredited Retirement Plan Specialist (ARPS). Gaining experience in financial advising or employee benefits, and understanding retirement plan regulations, are also important steps in establishing credibility in this role.
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Retirement Plan Advisor jobs near you
Infographic showing various Retirement Plan Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Retirement Plan Advisor (Fresno)

Chicago, IL

RK Partners
See more jobs at RK Partnersexternal

Full-time

Medical, Retirement

Re-posted 4 days ago

Job description

Client Relationship Manager-Retirment Planning

THIS ROLE IS IN PERSON IN Fresno, CA. 

Position Overview:The Relationship Manager(retirement plans) will be part of the corporate retirement plan team working with business owners and employees. Responsibilities primarily focus on new business development support and employee education.

  • Leads Day-to-day plan management and issue resolution for clients through coordination with service providers in a timely and efficient manner.
  • Assists with Trustee Meetings and participates in finals presentations as
  • Leads employee education and enrollments in person and virtual. Provides plan investment related information and financial education to participants.
  • Client management focused on communication, agreements, product development and problem resolution to guide retention.
  • Coordinates plan conversion and termination
  • Interfaces with service providers regarding processes and procedures and technology for plan sponsors and participants.
  • Reviews client invoices and quarterly
  • Assists team with training and collateral

Reports to: Director of Corporate Retirement Planning

 What you bring:

  • A. or B.S. degree from accredited four-year university; business major preferred.
  • Series 65, CFP or CPA required.
  • AIF and QKA designations preferred.
  • 1-3 Years ERISA qualified retirement plan experience required.
  • Commitment to acting in the clients' best interests in a fee-only financial planning
  • Respect for the confidentiality of client and corporate
  • Strong financial and analytical
  • Strong verbal and written communication
  • An understanding of the fundamentals of investing, including the characteristics and use of various investment securities and the mechanics of securities

Why Work With Us?

You'll have the opportunity to learn from our team of experts, do work that touches people's lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Our comprehensive rewards package includes excellent health benefits, 401k with 3% safe harbor contribution and quarterly bonus opportunities.

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