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Retirement Planner Jobs in Michigan (NOW HIRING)

Keystone Solutions Group

Buyer/Planner

Kalamazoo, MI · On-site

$51K - $70K/yr

A Buyer/Planner is a motivated self-starter who drives the customer care, purchasing and production ... Retirement savings plan with company match * Paid time off and holidays, with the ability to ...

Keystone Solutions Group

Buyer/Planner

Kalamazoo, MI · On-site

$51K - $70K/yr

A Buyer/Planner is a motivated self-starter who drives the customer care, purchasing and production ... Retirement savings plan with company match * Paid time off and holidays, with the ability to ...

Triglocon

Network Systems Planner

Lansing, MI · On-site

$75 - $95/hr

Support four planning conferences and three COMMEX events leading up to exercise execution ... 401(k) Retirement Plan - Competitive plan managed through Ameritas. * Professional Training ...

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Retirement Planner information

See Michigan salary details

$30.1K

$57.3K

$83.2K

How much do retirement planner jobs pay per year?

As of Aug 30, 2026, the average yearly pay for retirement planner in Michigan is $57,265.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,100.00 and $64,500.00 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 Michigan?

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

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

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

Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 15% Part Time, 2% Temporary, 6% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $57,265 per year, or $27.5 per hour.

RETIREMENT BENEFITS SPECIALIST

Wilson-McShane Corp

Lansing, MI • On-site

$30.91/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Description:

Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!


The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation of $30.91per hour.


Essential Duties and Responsibilities include the following: 

  • Calculate pension payment amounts 
  • Provide participants with benefit estimates 
  • Process pension applications 
  • Explain pension benefits to participants 
  • Interpret and follow the rules outlined in Plan Documents 
  • Draft correspondence to participants 
  • Answer incoming participant calls relating to the Pension Plans 
  • Regularly meet with participants to answer questions related to their pension benefits, communicate with other Fund Professionals 
  • Other duties and projects as assigned 

The Retirement Benefits position is a non-exempt position and includes benefits such as the following:

  • Health, and Dental Benefits
  • Defined Contribution Annuity Pension Plan
  • Voluntary Vision, Accident, Critical Illness and Pet Insurance
  • Flexible Spending Account (FSA)
  • 401(k) and Roth 401(k)
  • Paid Holidays and Paid time off
  • Dependent Care Reimbursement Account
  • Burial Benefit and AD&D Benefits
  • Employee Assistance Program, including access to confidential counseling (virtual and in-person)

To perform the job successfully, an individual should demonstrate the following competencies: 

  • Professionalism- Approaches others in a tactful manner; Reacts well under pressure; Accepts responsibilities for own actions; Follows through on commitments; Team Player. 
  • Customer Service- Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance. 
  • Quality- Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality; Takes pride in own work; Organized. 
  • Quantity- Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly. 
  • Dependability- Follows instructions, responds to management direction; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. 
  • Attendance/Punctuality- Is consistently at work and on time; Ensures work responsibilities are covered when absent. 
  • Adaptability- Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events; Ability to prioritize duties. 
  • Communication- Speaks clearly; Listens and gets clarification; Responds well to questions; writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information. 

To perform the job successfully, an individual should have the following qualifications:

  • Proficient in Microsoft Word and Excel. 
  • Previous experience with retirement plans preferred. This includes understanding plan document language, experience with pension calculations, and comprehending legal documents. 
  • Experience with Taft-Hartley Funds preferred. 
  • Travel may be required up to 5%   

If you are interested in a retirement benefits role that offers the opportunity to provide first-class customer service to those who have retired, or are preparing for retirement, please consider applying today! 

Requirements: