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How much do retirement planner jobs pay per year?

As of Jun 26, 2026, the average yearly pay for retirement planner in the United States is $65,702.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $74,000.00 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.

Is a Crpc better than a CFP?

A Retirement Planner with a Certified Financial Planner (CFP) designation is trained in comprehensive financial planning, including retirement strategies. A CRPC (Chartered Retirement Planning Counselor) focuses specifically on retirement planning and may be more specialized in that area. The choice depends on the specific needs of clients and the planner's expertise, but CFPs generally have broader certification requirements and a wider scope of financial knowledge.

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 enhance credibility and job prospects.

How does a retirement planner get paid?

Retirement planners typically earn fees through a percentage of assets under management, hourly rates, or flat fees for specific services. Some may also receive commissions or incentives for selling certain financial products, so it's important to clarify their compensation structure before engaging their services.

What job makes $10,000 a month without a degree?

A retirement planner typically earns between $60,000 and $120,000 annually, which can equate to around $5,000 to $10,000 a month, often without requiring a college degree but needing relevant certifications and sales skills. High earnings in this field depend on client base, experience, and commission structure. Other high-paying jobs without degrees include real estate brokers and sales managers, but they also rely on experience and networking.

What are the key skills and qualifications needed to thrive in the Retirement Planner position, and why are they important?

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.

More about Retirement Planner jobs
What cities are hiring for Retirement Planner jobs? Cities with the most Retirement Planner job openings:
What states have the most Retirement Planner jobs? States with the most job openings for Retirement Planner jobs include:
What job categories do people searching Retirement Planner jobs look for? The top searched job categories for Retirement Planner jobs are:
Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in the United States as of June 2026, with employment types broken down into 5% As Needed, 15% Full Time, 2% Part Time, 2% Temporary, 74% Contract, and 2% Nights. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Retirement Planner - Phoenix, AZ

Fidelity Investments

Phoenix, AZ • Remote

Full-time

Life, Retirement

Posted yesterday

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 139 rated financial services

Job description

Job Description:

This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Phoenix, AZ area.

TheExpertiseWe're Looking For

  • Series 7 & Series 63 licenses required, 66 preferred
  • Series 66 required within 90 days of hire
  • 2+ years of experience in a customer service or sales role preferred
  • Knowledge of tax exempt retirement products and services highly desirable
  • Previous phone center experience preferred
  • Demonstrated ability to deliver exceptional customer results

ThePurposeof Your Role

Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.

TheSkillsYou Bring

  • Your comprehensive understanding of the current market, economy, & economic trends
  • Your robust consultative, influencing and communication skills
  • Proven capability to be proactive and demonstrate initiative
  • Strong time management and prioritization skills
  • Your receptiveness to feedback and willingness to adapt to change

Note: Fidelity is not providing immigration sponsorship for this position

TheValueYou Deliver

  • Onboarding new participants into their workplace plans by providing education on their company's match and savings as well as fundamental guidance to help with choosing their investment strategy
  • Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers' needs
  • Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
  • Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
  • Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
  • Understanding and articulating Fidelity Viewpoints to provide general education to clients
  • Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate

How Your WorkImpactsthe Organization

The Retirement Planner provides education and support for our workplace participants. You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.

CERTIFICATIONS:

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire)

COMPANY OVERVIEW

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.

Note: Fidelity is not providing immigration sponsorship for this position

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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