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Retirement Planner Jobs in California (NOW HIRING)

Jobtailor

Retirement Consultant

Irvine, CA · On-site

$120 - $170/hr

* Assist in managing strategic planning, consulting, guidance, marketing, investment analysis, and servicing for the assigned retirement business * Build the retirement consultant book of business

HOK

Medical Planner

Los Angeles, CA · On-site

$115K - $135K/yr

HOK helps to fund your future financial needs with matching contributions to our 401(K) plan which includes a well-rounded investment menu as well as free guidance on retirement planning. Wherever ...

HOK Group, Inc.

Medical Planner

Los Angeles, CA · On-site

$115 - $130/hr

HOK helps to fund your future financial needs with matching contributions to our 401(K) plan which includes a well-rounded investment menu as well as free guidance on retirement planning. Wherever ...

HOK

Sr Medical Planner

San Francisco, CA · On-site

$140 - $160/hr

HOK helps to fund your future financial needs with matching contributions to our 401(K) plan which includes a well-rounded investment menu as well as free guidance on retirement planning. HOK is an ...

AO Architects

Planner

Orange, CA · On-site

$90K - $110K/yr

We are seeking an experienced Intermediate Urban Planner to join our growing Planning Team. This ... Retirement plan, health savings, and flexible spending accounts * Paid vacation, holidays, and sick ...

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Retirement Planner information

See California salary details

$34K

$64.8K

$94.2K

How much do retirement planner jobs pay per year?

As of Aug 29, 2026, the average yearly pay for retirement planner in California is $64,841.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,300.00 and $73,000.00 per year, depending on experience, location, and employer.

What does a retirement planner do?

A Retirement Planner helps individuals and families prepare for financial security in retirement by assessing savings, investments, and future income needs. They create personalized retirement plans, recommend investment strategies, and account for factors like inflation, taxes, and healthcare costs. Retirement Planners may also assist with Social Security planning and employer-sponsored retirement plans. Their goal is to ensure clients have enough resources to maintain their desired lifestyle after they stop working.

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

To thrive as a Retirement Planner, you need strong analytical abilities, in-depth knowledge of retirement planning strategies, and typically a background in finance or related certifications such as CFP (Certified Financial Planner). Proficiency with financial planning software, client management systems, and investment analysis tools is often required. Exceptional interpersonal skills, active listening, and the ability to explain complex financial topics in simple terms help candidates excel in this role. These qualifications are essential for building trust with clients and delivering tailored retirement solutions that meet their long-term financial goals.

What are the most common challenges retirement planners face in their daily work?

Retirement Planners often encounter challenges such as navigating constantly changing tax laws, market conditions, and evolving client needs or expectations. Balancing numerous client portfolios requires strong organizational skills and attention to detail to ensure that recommendations remain up-to-date and compliant with regulations. Additionally, building long-term relationships with clients can be demanding, as it involves ongoing communication, education, and reassurance during periods of financial uncertainty. Overcoming these challenges is key to helping clients achieve peace of mind and a secure retirement.

How do you become a retirement planner?

To become a retirement planner, you typically need a bachelor's degree in finance, economics, or a related field, along with strong analytical and interpersonal skills. Many retirement planners obtain certifications such as the Certified Financial Planner (CFP) designation, which requires completing coursework, passing exams, and gaining relevant work experience. Licensing requirements vary by region but often include registration with financial regulatory authorities.

What are popular job titles related to Retirement Planner jobs in California?

For Retirement Planner jobs in California, the most frequently searched job titles are:

What job categories do people searching Retirement Planner jobs in California look for?

The top searched job categories for Retirement Planner jobs in California are:

What cities in California are hiring for Retirement Planner jobs?

Cities in California with the most Retirement Planner job openings:

Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in California as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 17% Part Time, and 7% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $64,841 per year, or $31.2 per hour.

Retirement Plan Compliance Administrator, (BCS)

Strongpoint Partners

Chico, CA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), California Retirement Plans ("CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.  

About Bidwell Consulting Services:

Bidwell Consulting Services, Inc. (BCS) was founded on the principles of delivering superior, flexible, and innovative retirement plan administration. BCS specializes in Defined Benefit and 401(k) plans solutions for small to medium sized businesses. Founded in 2005, the BCS team has decades of combined experience in shaping qualified retirement plans to advance our clients' business and retirement potential. BCS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Bidwell Consulting Services (BCS), a Strongpoint Partner, is seeking a skilled Retirement Plan Compliance Administrator. This is an excellent opportunity for a retirement plan professional who enjoys the technical and analytical side of plan administration without the responsibility of managing client relationships or maintaining a dedicated book of business. In this internal-facing role, you will partner closely with our Consultants to support retirement plan compliance across the firm's entire client base, ensuring plans remain compliant with IRS and ERISA regulations while delivering accurate, high-quality work.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Pacific time zone.

Key Responsibilities:

  • Perform annual retirement plan administration and compliance services for qualified retirement plans.
  • Complete plan valuations and prepare compliance testing, including:
    • ADP/ACP Testing
    • IRC Section 415 Testing
    • IRC Section 414 Testing
    • Coverage Testing
    • Top Heavy Testing
  • Review compliance work for technical accuracy, identify potential issues, and recommend corrections or alternative testing approaches.
  • Analyze participant census data and calculate employer contributions.
  • Analyze and reconcile plan assets.
  • Interpret plan documents and amendments to ensure accurate application of plan provisions.
  • Prepare and review Form 5500 filings.
  • Calculate lost earnings associated with late participant contributions when required.
  • Research, analyze, and resolve retirement plan compliance and benefit issues.
  • Collaborate with internal Consultants and team members to support compliance needs across the firm's retirement plan portfolio.
  • Maintain current knowledge of IRS, DOL, and ERISA regulations affecting qualified retirement plans.
  • Other duties as assigned.

Minimum Qualifications:

  • 2-3+ years of retirement plan administration or retirement plan compliance experience.
  • Strong understanding of qualified retirement plan compliance and annual administration.
  • Experience performing non-discrimination and compliance testing, including ADP/ACP, 415, 414, coverage, and Top-Heavy testing.
  • Experience preparing Form 5500 filings.
  • Ability to interpret retirement plan documents and amendments.
  • Strong analytical, problem-solving, and organizational skills.
  • Excellent attention to detail and commitment to producing accurate work.
  • Ability to work independently while collaborating effectively within a team environment.

Preferred Qualifications: 

  • Experience using CalcAir (Datair) software.
  • Bachelor's degree in Mathematics, Accounting, Finance, or a related analytical field.
  • ASPPA credential (QKA or other designation) or progress toward certification.
  • Experience working in a TPA or retirement plan consulting environment.

Pay Transparency Statement:

The anticipated pay range for this position is $50,000-$75,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience:

  • Flexible Workplace – Hybrid and remote options available for many roles.
  • Flexible PTO – Competitive paid time off, including flexible & unlimited options.
  • Inclusive Environment – A culture that values diversity, collaboration, and respect.
  • Growth Opportunities – Support for ongoing learning and career development.
  • Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
  • Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.

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