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Retirement Plan Advisors Jobs (NOW HIRING)

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 ...

Retirement Plan Advisor

Nevada, IA · On-site

$75K - $107K/yr

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

NY · On-site

$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 ...

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

We are an organization of consultative advisors and problem solvers. We help companies and ... We are seeking a qualified professional for the position of Retirement Plan Advisor. This role ...

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

We are an organization of consultative advisors and problem solvers. We help companies and ... We are seeking a qualified professional for the position of Retirement Plan Advisor. This role ...

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

We are an organization of consultative advisors and problem solvers. We help companies and ... We are seeking a qualified professional for the position of Retirement Plan Advisor. This role ...

Retirement Plan Advisor

Plymouth, NC · On-site

$70K - $115K/yr

We are an organization of consultative advisors and problem solvers. We help companies and ... We are seeking a qualified professional for the position of Retirement Plan Advisor. This role ...

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

We are an organization of consultative advisors and problem solvers. We help companies and ... We are seeking a qualified professional for the position of Retirement Plan Advisor. This role ...

Retirement Plan Advisor

Milwaukee, WI · On-site

$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 ...

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 ...

Licensed Retirement Plan Advisor Do you love technology? Are you looking for a great company that offers growth and skills development? Join the Payentry Team! We are actively looking for a Licensed ...

Bravera Wealth is hiring for a Retirement Plan Advisor in Fargo, ND. This position is responsible ... Advisors must commit themselves, not only to high commercial standards, but also to the higher ...

Retirement Plan Advisor

Jacksonville, FL · 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 ...

Retirement Plan Advisor

Las Vegas, NV · On-site +1

$75K - $107K/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 ...

Licensed Retirement Plan Advisor Do you love technology? Are you looking for a great company that offers growth and skills development? Join the Payentry Team! We are actively looking for a Licensed ...

Retirement Plan Advisor

Denver, CO · On-site

$100K - $125K/yr

Producing/Advising * Supports and demonstrates IMA's core values * Values and understands the ... Pursues and sells our services to retirement plan prospects. * Solidifies client relationships and ...

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Retirement Plan Advisors information

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How much do retirement plan advisors jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for retirement plan advisors in the United States is $23.94, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $30.29 per hour, depending on experience, location, and employer.

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Retirement Plan Advisor

Jacksonville, FL • On-site

Empower
Advertising and Public Relations Services • 51 - 200 employees

Other

Posted 10 days ago


Job description

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 contribution Government 457 plan participants. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.

This Retirement Plan Advisor will work with public employees in Jacksonville, FL and must be based in this territory.What you will do
  • Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
  • Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
  • Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
  • Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
  • Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
  • Achieve plan level and individual goals to help achieve service level agreements and business results
  • Participate in client meetings, sales finals, or other external meetings as needed
  • Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
  • Bachelor's degree or equivalent work experience in lieu of a degree
  • 3 – 5 years relevant financial services experience
  • Proficiency in MS Word, Excel, PowerPoint, and Teams required
  • Strategic thinker who can work independently required
  • Strong relationship building and territory management skills required
  • FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
  • FINRA fingerprinting required upon hire
What will set you apart
  • Working knowledge of Salesforce preferred
  • Working knowledge of building blocks for successful retirement planning preferred
  • Basic understanding of defined contribution plans preferred
  • Practical experience providing high-level, consultative client interactions preferred
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