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$34.5K

$65.7K

$95.5K

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.

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What cities are hiring for Retirement Planner jobs? Cities with the most Retirement Planner job openings:
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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/Financial Advisor

Retirement Planner/Financial Advisor

Golden Reserve LLC

Akron, OH

$150K - $200K/yr

Other

Medical, Dental, Life, Retirement, PTO

Posted 10 days ago

Job description

Description

Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest level.


We understand the challenges many advisors face when they aren't handed a book of business or access to an established network. That's why we built a company that sources the leads for you, allowing you to focus on building retirement plans and helping retirees.


We are a full-service RIA and insurance firm that was built not only to change the financial industry for the retirees we serve, but also for the financial professionals we hire.


Some of the key reasons advisors choose Golden Reserve include: (1) world-class, media-driven marketing that provides all the pre-qualified leads you need to succeed, (2) flat-fee client pricing, and (3) partnerships with estate planning law firms and CPA firms that allow every retirement plan to include legal and tax services for our clients at no additional cost.


Golden Reserve's lead generation is driven by its nationwide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), educational workshops, digital marketing, and world-class client service. In a short period of time, we have grown to more than 40 offices across nine states-and we're just getting started.


We Provide:

  • Salary: $150,000-$200,000 base salary, depending on experience
  • Guaranteed $25,000 salary increase beginning in your second year
  • Additional uncapped production and bonus compensation

Prospects

  • No book of business required-we provide pre-qualified leads

Benefits

  • Generous PTO policy
  • Health, Dental, and Life Insurance
  • 401(k) plan

We Require:


Three (3)+ years of new-client financial services sales experience (not servicing)

Active State Life & Health Insurance Licenses

Series 65 or equivalent

GRIT - We built this company brick by brick with a blue-collar mindset that embraces accountability, ownership, problem-solving, and toughness.


If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, we encourage you to apply and submit your resume.


Before you apply, learn more about what makes Golden Reserve different from other financial firms at www.goldenreserve.com.

You can also explore our CEO's Amazon bestselling book, Fire Your Financial Advisor: 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back, which helps define our company's culture, mission, and commitment to serving retirees.


Learn more at www.fireyourfinancialadvisor.com.

Apply