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Retirement Planner Jobs in Virginia (NOW HIRING)

O-I

Maintenance Planner

Ringgold, VA · On-site

Disability Insurance * 401(k) retirement saving plans with employer contributions * Financial advisors to assist with retirement planning and financial wellness * Employee Assistance Program All your ...

O-I

Maintenance Planner

Ringgold, VA · On-site

Disability Insurance * 401(k) retirement saving plans with employer contributions * Financial advisors to assist with retirement planning and financial wellness * Employee Assistance Program All your ...

O-I

Maintenance Planner

Ringgold, VA

Disability Insurance * 401(k) retirement saving plans with employer contributions * Financial advisors to assist with retirement planning and financial wellness * Employee Assistance Program All your ...

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 Associate

Richmond, VA

$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 ...

OneDigital

Retirement Plan Associate

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 · 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 · On-site

$75 - $110/hr

Capable of working without direct supervision and is able to provide coaching to junior planners ... Paid Time Off * 401K Retirement Plan * Training and Development * Employee Referral Bonus OBAN is ...

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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 26, 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 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 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 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $65,138 per year, or $31.3 per hour.

Retirement Education Specialist

Lynchburg, VA • On-site

ValuTeachers
See more jobs at ValuTeachersexternal

Contractor

Life, Retirement

Re-posted 10 days ago

Job description

Benefits:
  • Opportunity for advancement
  • Training & development
  • Flexible schedule

$65,000+ Income Potential · Full-Time · Contract · 100% Commission 
 
ValuTeachers is a leader in a highly specialized niche, founded by a former educator and built with a singular mission: helping school employees retire with financial dignity. We believe the people who educate and serve our future generations deserve clarity, confidence, and support when planning for retirement.
As we continue to expand, we are seeking motivated professionals to join us as Retirement Education Specialists. This is a commission-only opportunity with unlimited earning potential, designed for individuals who want to build something meaningful while controlling their own growth and income.
You will be in business for yourself, but never by yourself. Our agents are supported by an established market, a proven system, and experienced mentorship to help you succeed from day one.
Who We’re Looking For:
Must Be- Experienced in Life Insurance or the 403b space.
AND/OR
Previous experience in public education for at least 10 years.
Why ValuTeachers
  • Established, Exclusive Market
    You will work within a defined niche serving educators and school employees through school and non-profit payroll systems — a market we’ve spent years building and protecting.
  • No Cold Calling or Door Knocking
    There is no “smile and dial,” door knocking, or buying leads. You will focus your time on education, relationships, and client service — not chasing strangers.
  • Mentorship & Support
    Each new agent is supported by experienced mentors who assist with training, process, and real-world application as you build confidence and momentum.
  • Proven System
    Our template system, training, and processes provide a clear path for those willing to follow it with consistency and discipline.
What You’ll Do
As a Retirement Education Specialist, you will:
  • Educate school employees on retirement options and strategies
  • Deliver group and individual education presentations
  • Build long-term client relationships based on trust and service
  • Provide ongoing support and guidance as clients move toward retirement
Who We’re Looking For: 
Must Be- Experienced in Life Insurance or the 403b space. 
AND/OR
Previous experience in public education for at least 10 years.
This opportunity is best suited for individuals who take ownership of their success and are motivated by both results and impact. You thrive in environments where effort directly influences outcomes and where consistency, discipline, and follow-through matter.
You are someone who:
  • Brings a strong work ethic and takes initiative without needing constant supervision
  • Is comfortable in a commission-only role with performance-based income
  • Is coachable, open to feedback, and committed to mastering a proven system
  • Values professionalism, preparation, and follow-through
  • Is resilient, adaptable, and willing to build momentum over time
  • Understands that long-term income and impact are created through consistent action
What We Expect
  • Ability to confidently deliver group and individual presentations
  • Strong communication, organizational, and time-management skills
  • A self-starter mindset with the discipline to manage your own schedule
  • Commitment to duplicating our proven business model
  • Willingness to attend ongoing training and continue professional development
  • A service-driven approach to supporting clients
  • Ability to work independently while contributing to a collaborative team culture
This Opportunity May Not Be the Right Fit If…
If you are seeking a salaried position, guaranteed income, or a highly structured day-to-day role with constant direction, this may not be the right fit. Success here comes from personal accountability, consistent effort, and a willingness to learn while building long-term relationships.
What We Offer
  • Unlimited Commission-Only Income Potential
  • Residual Income Opportunities
  • Team / Agency Building with Override Commissions
  • Intensive Training & Mentorship
  • Established Lead Flow
  • Competitive Products from an Industry Leader
  • Mission-Driven Work That Makes a Difference

License Requirement
  • Life insurance license, Series 6 or 65 in your resident state (or willingness to obtain)