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Retirement Planner Jobs in Wisconsin (NOW HIRING)

Empower Retirement, LLC

WI · On-site

$87 - $123/hr

Utilize proprietary financial planning software to deliver detailed investment reviews and ... Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial ...

UW Health

WI · On-site

$70 - $90/hr

An excellent benefits package, including health and dental insurance, paid time off, retirement ... Certified Medical Planner (CMP) Preferred Our Commitment to Social Impact and Belonging UW Health ...

Kelly Services

Production Planner

Oshkosh, WI

Production Planner Location: Oshkosh, WI Contract opening (Possible Direct hire after a contract ... As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday ...

Kelly Services

Materials Planner

Oshkosh, WI

Materials Planner Location: Oshkosh, WI Contract opening (Possible Direct hire after a contract ... As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday ...

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Retirement Planner information

See Wisconsin salary details

$34.8K

$66.3K

$96.4K

How much do retirement planner jobs pay per year?

As of Aug 25, 2026, the average yearly pay for retirement planner in Wisconsin is $66,316.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,500.00 and $74,700.00 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 Wisconsin?

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

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

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

What cities in Wisconsin are hiring for Retirement Planner jobs?

Cities in Wisconsin with the most Retirement Planner job openings:

Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $66,316 per year, or $31.9 per hour.

WI-Madison Insurance Retirement Specialist

Madison, WI • On-site

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

$50K - $69K/yr

Full-time

Retirement

Re-posted 19 days ago

Job description

Company Overview: Join our dynamic team at American Senior Benefits, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment.


A Day In the Life: As an Insurance Retirement Specialist at American Senior Benefits, you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include:

  • Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
  • Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
  • Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support.
  • Rigorous Follow-Up: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
  • Industry Awareness: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
  • Following a Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.

Hear From Our Agent Scott Parks


What you bring:

  • Proven experience in financial services, particularly in retirement planning or insurance sales.
  • Strong interpersonal skills with the ability to build rapport and trust with clients.
  • Excellent communication and presentation skills.
  • Detail-oriented with a focus on delivering exceptional client service.
  • Relevant certifications (e.g., CFP, RICP) are preferred but not required.

What we offer:

  • Unlimited Comp structure with reviews as frequently as twice a year.
  • Generous commission structure based on performance and sales achievements.
  • Access to over 220 top-rated carriers to retain and grow your business.
  • Product training and materials directly from the carriers, in addition to the  boots-on-the-ground team.
  • Ownership of your client list overwrites, and downline overwrites.
  • National endorsement from the American Legion, the Elks, and the AM Vets Association.

Why Join Us: At American Senior Benefits, we offer more than a job – we provide a platform for career growth and personal development, a direct path toward owning your career.. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success.


USD $50,999.00 - USD $69,999.00 /Yr.

Apply