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Retirement Planner Jobs in Georgia (NOW HIRING)

Georgia

Outreach Retirement Counselor

Atlanta, GA

Previous retirement planning and/or benefits counseling, finance, banking or customer service experience preferred. ESSENTIAL DUTIES & RESPONSIBILITIES * Travel at least 50% of the time within the ...

TEKsystems

Retirement Benefits Technician

Atlanta, GA

$25 - $30/hr

... planning questions, benefit options, and plan provisions. -Research and resolve discrepancies involving retirement plans by working with internal departments and external contacts. -Prepare ...

TEKsystems

Retirement Benefits Technician

Atlanta, GA

$25 - $30/hr

... planning questions, benefit options, and plan provisions. -Research and resolve discrepancies involving retirement plans by working with internal departments and external contacts. -Prepare ...

Empower

Retirement Consultant

Lawrenceville, GA · 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

Stone Mountain, GA · 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

Marietta, GA · 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

Stone Mountain, GA · 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

Gainesville, GA · 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

Marietta, GA · 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

Gainesville, GA · 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

Atlanta, GA · 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

Lawrenceville, GA · 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

Atlanta, GA · 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 Georgia salary details

$29.1K

$55.5K

$80.6K

How much do retirement planner jobs pay per year?

As of Aug 24, 2026, the average yearly pay for retirement planner in Georgia is $55,477.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,600.00 and $62,500.00 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 Georgia?

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

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

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

What cities in Georgia are hiring for Retirement Planner jobs?

Cities in Georgia with the most Retirement Planner job openings:

Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in Georgia as of August 2026, with employment types broken down into 100% Full Time. Highlights an 95% In-person, and 5% Hybrid job distribution, with an average salary of $55,477 per year, or $26.7 per hour.

Retirement Planner - Atlanta, GA

Atlanta, GA • On-site

Fidelity Investments
10K+ employees

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 151 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Fidelity Investmentsexternal

$73K - $98K/yr

Full-time

Retirement

Posted 22 days ago

Job description


This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Atlanta, GA area.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Retirement Planner within Fidelity's Tax-Exempt Market Planning & Advice (TEMPA) team, you will educate and support workplace retirement plan participants by increasing awareness of retirement readiness and helping individuals take meaningful steps toward achieving their long-term financial goals. This role is responsible for guiding participants through their employer-sponsored retirement plans, including educating them on plan benefits, employer matching contributions, and investment strategies, while helping them make informed decisions about their retirement savings. The Retirement Planner conducts needs-based conversations to identify participant goals, uncover opportunities for retirement asset consolidation, and identify appropriate solutions that support overall retirement objectives. By providing personalized guidance and collaborating with other members of the TEMPA team when more complex planning needs arise, you will play a critical role in enhancing participant outcomes, building customer loyalty, and strengthening long-term relationships with Fidelity.
The Expertise and Skills You Bring
  • 2+ years of experience in investment sales, financial planning, or a related advisory role
  • FINRA Series 7 and 66 licenses preferred; Series 7 and 63 required, with the ability to obtain the Series 65 or 66 within 90 days of hire
  • Strong understanding of financial markets, economic conditions, and industry trends
  • Excellent consultative, influencing, and communication skills with the ability to build trust and drive client engagement
  • Demonstrated initiative and a proactive approach to identifying client needs and opportunities
  • Strong organizational, time management, and prioritization skills in a fast-paced environment
  • Openness to coaching, performance feedback, and adapting to evolving business needs and priorities
  • Ability to effectively leverage planning tools and resources to help participants assess and improve their retirement readiness
  • Proven ability to conduct needs-based conversations, identify appropriate solutions, and support asset acquisition, retention, and growth
  • Strong ability to articulate Fidelity's approach and vision to provide general investment education to clients

The Team
The Tax-Exempt Market Planning & Advice (TEMPA) organization exists to help employees in our tax-exempt workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education and financial planning and advice for our 403b and 457 plan participants. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.
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 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

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