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Retirement Planner Jobs in Texas (NOW HIRING)

TIAA

Retirement Income Consultant

Frisco, TX · On-site

$68K - $83K/yr

Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take income from their investment portfolio * Takes inbound calls from clients ...

TIAA

Retirement Income Consultant

Frisco, TX · On-site

$68K - $83K/yr

Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take income from their investment portfolio * Takes inbound calls from clients ...

Empower

Retirement Consultant

Houston, TX · 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

Corpus Christi, TX · 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

Garland, TX · 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

Lubbock, TX · 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

Houston, TX · 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

Corpus Christi, TX · 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

Garland, TX · 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 Texas salary details

$32.1K

$61.2K

$89K

How much do retirement planner jobs pay per year?

As of Aug 28, 2026, the average yearly pay for retirement planner in Texas is $61,211.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,300.00 and $68,900.00 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 Texas?

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

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

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

What cities in Texas are hiring for Retirement Planner jobs?

Cities in Texas with the most Retirement Planner job openings:

Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $61,211 per year, or $29.4 per hour.

TX-Hurst Retirement Planner

Hurst, TX

AMERICAN SENIOR BENEFITS LLC
See more jobs at AMERICAN SENIOR BENEFITS LLCexternal

$60K - $100K/yr

Full-time

Medical, Life, Retirement

Re-posted 10 days ago

Job description

Overview

About American Senior Benefits

ASB is a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide. At ASB, we pride ourselves on delivering unparalleled service, and our team members are central to that commitment. If you have a passion for helping individuals navigate the intricacies of retirement planning and wish to be a part of an esteemed organization, we want to hear from you.

Responsibilities

Client Consultation: Engage with clients to understand their retirement goals, needs, and concerns, ensuring a thorough understanding of their financial landscape.Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client.Insurance Assessment: Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance. 

Scope of Appointment Compliance: Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations.Application Process: Handle all aspects of the insurance application process, from initial completion to final submission.Continuous Learning: Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients.Record Keeping: Maintain meticulous records of client interactions, recommendations, and implemented strategies.Client Relationship Management: Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly.Team Collaboration: Work closely with the internal team, and National support teams.

Qualifications

Requirements:- Proven experience in retirement planning or a related field. - Strong understanding of Medicare and its associated products.- Exceptional interpersonal and communication skills.- Ability to analyze complex data and translate it into actionable strategies.- Proficient in using professional software for comparing Medicare plans.- Strong commitment to ethical practices and compliance with industry regulations.- Ability to work independently and as part of a team.

#CB

CompensationUSD $60,000.00 - USD $100,000.00 /Yr.Employment Type: FULL_TIME

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