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Retirement Planner Jobs in Florida (NOW HIRING)

Empower

Retirement Consultant

Tallahassee, FL · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Orlando, FL · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Jacksonville, FL · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Orlando, FL · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Tallahassee, FL · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Jacksonville, FL · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Naples, FL · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

West Palm Beach, FL · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Naples, FL · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

West Palm Beach, FL · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

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Retirement Planner information

See Florida salary details

$25.8K

$49.1K

$71.4K

How much do retirement planner jobs pay per year?

As of Aug 23, 2026, the average yearly pay for retirement planner in Florida is $49,098.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $55,300.00 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 Florida?

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

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

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

Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $49,098 per year, or $23.6 per hour.

Retirement Planner - Orlando, FL

Fidelity Investments

Orlando, FL • On-site, Remote

$50K - $69K/yr

Full-time

Life, Retirement

Posted 6 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


This role is a REMOTE job but does require you to currently live within 90 miles of the Orlando, FL area.
Put your expertise in retirement planning to work every day
The Expertise We're Looking For
  • Series 7 & Series 63 licenses required
  • 2+ years of experience in a customer service or sales role preferred
  • Knowledge of tax exempt retirement products and services highly desirable
  • Previous phone center experience preferred
  • Demonstrated ability to deliver exceptional customer results

The Purpose of Your Role
Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.
The Skills You Bring
  • Your comprehensive understanding of the current market, economy, & economic trends
  • Your robust consultative, influencing and communication skills
  • Proven capability to be proactive and demonstrate initiative
  • Strong time management and prioritization skills
  • Your receptiveness to feedback and willingness to adapt to change

The Value You Deliver
  • Onboarding new participants into their workplace plans by providing education on their company's match and savings as well as fundamental guidance to help with choosing their investment strategy
  • Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers' needs
  • Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
  • Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
  • Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
  • Understanding and articulating Fidelity Viewpoints to provide general education to clients
  • Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate

How Your Work Impacts the Organization
The Regional Center Retirement Planner provides education and support for our workplace participants. You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

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