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Retirement Planner Jobs in Virginia (NOW HIRING)

Flowserve

Production Planner

Lynchburg, VA · On-site

Retirement Planning, 401(k) plan, & Financial Wellness Resources * Educational Assistance Program * Time off Policies (including sick leave, parental leave, and paid vacation) Eligibility ...

Flowserve

Production Planner

Lynchburg, VA · On-site

Retirement Planning, 401(k) plan, & Financial Wellness Resources * Educational Assistance Program * Time off Policies (including sick leave, parental leave, and paid vacation) Eligibility ...

OneDigital

Retirement Plan Analyst

Richmond, VA · On-site

$55K - $60K/yr

We also provide personalized financial planning and investment services to help families succeed in ... Investment training or work experiences within the retirement plan industry * High level of ...

OBAN Corporation

Planner

Vienna, VA · On-site

Job Title: Planner Disclaimer: This position is being recruited in support of potential future ... Paid Federal Holidays * 401K Retirement Plan * Training and Development * Employee Referral Bonus ...

OBAN Corporation

Planner

Vienna, VA

Job Title: Planner Disclaimer: This position is being recruited in support of potential future ... Paid Federal Holidays * 401K Retirement Plan * Training and Development * Employee Referral Bonus ...

Kimley-Horn

Environmental Planner

Reston, VA · On-site

$110K - $125K/yr

Serve as a key member on the planning and environmental team for infrastructure clients, serving as ... Exceptional Retirement Plan: 2-to1- company match on up to 4% of eligible compensation (salary ...

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Retirement Planner information

See Virginia salary details

$34.2K

$65.1K

$94.7K

How much do retirement planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for retirement planner in Virginia is $65,138.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $73,400.00 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 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 I become a retirement planner?

To become a retirement planner, you typically need a bachelor's degree in finance, economics, or a related field. Gaining experience in financial advising and obtaining certifications such as the Certified Financial Planner (CFP) credential can improve job prospects and credibility in the field.

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 popular job titles related to Retirement Planner jobs in Virginia? For Retirement Planner jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Retirement Planner jobs in Virginia look for? The top searched job categories for Retirement Planner jobs in Virginia are:
Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in Virginia as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,138 per year, or $31.3 per hour.

Planner, Investment & Retirement Services

National Rural Electric Cooperative Association

Arlington, VA • On-site

$106K - $129K/yr

Full-time

Re-posted 29 days ago

Job description


Summary of Position
NRECA is a unique national trade association providing advocacy, financial services and business support services to over 900 consumer owned electric cooperatives across the country. NRECA employees are united by our mission, inclusive culture, collaborative workplace and commitment to service excellence. As a "best place to work" employer, we operate with integrity, transparency and a spirit of innovation.
The Personal Investment and Retirement Consulting (PIRC) provides investment and retirement education to participants in NRECA's defined benefit and defined contribution plans. We are seeking a new team member from the financial services industry to provide personalized verbal and written investment and retirement education to plan participants (active and retired/separated). That education is provided through 1) one-on-one conversations over phone or in person; 2) conducting seminars virtually (3%) or in person (97%); 3) providing written asset allocation and retirement plans specific to the individual. The selected candidate should anticipate travel at 60-80%, visiting up to 48 states over a career on the team, primarily to rural communities in those states.
Key Responsibilities
  • Provides confidential, personalized verbal and written investment and retirement education and financial planning consulting to plan participants (active and retired/separated).
  • Conducts on-site standardized presentations for employees of member organizations for groups of 10 - 100 people. Presentations may be from 1 hour to 1.5 days to include other speakers.
  • Responds to requests generated through other planners, seminars and member contact services over the phone and by email.
  • Assesses the need for and refers appropriate participants to PIRC services for written asset allocation and retirement plans. Review such plans with participants upon completion.
  • Build and maintains an extensive knowledge base on a broad range of financial planning and pension topics, including: NRECA's policies and products, the latest legal and business developments in the areas of retirement/investment planning, education funding, personal portfolio management, securities, life insurance/annuities, tax laws and estate planning issues; as well as Social Security and Medicare.

Qualifications
Required Qualifications and Skills:
  • Bachelor's degree in the arts, sciences or business required
  • Ability to travel 60-80% to rural areas
  • Must possess a professional designation such as CFP®, CEBS®, ChFC®, CLU, CRPC®, or RICP® or if previously maintained Series 6, 7, 63, 65 or 66 license, must obtain a professional designation such as CFP®, CEBS®, ChFC®, CLU, CRPC®, or RICP® within two years.
  • Minimum of 5 years of experience in business, finance, accounting, securities, insurance or pension plans consulting individuals on financial planning issues.
  • A background in servicing clients as a financial planner or relationship manager.

Preferred Qualifications
  • Master's degree preferred.
  • Experience providing written financial planning services.

Salary Range: $106,000-$129,000 annual salary
Final compensation determined by individual qualifications, experience, and internal equity.
Additional Requirement:
The preceding job description has been written to reflect management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail humanresources@nreca.coop or call: 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.
The U.S. Equal Employment Opportunity Commission (EEOC) recently released the 'Know Your Rights' poster, which updates and replaces the previous "EEO is the Law" poster and "EEO Is the Law Poster Supplement".
Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.
E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify.
For more information about life at NRECA please visit www.Electric.coop.

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