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Retirement Planning Jobs (NOW HIRING)

Energy Transfer

Sr Analyst - Retirement Planning

Houston, TX · On-site

$81K - $101K/yr

The Senior Analyst of Retirement Planning is responsible for design, administration, compliance, governance, and ongoing enhancement of the Company's qualified and non-qualified retirement programs ...

Energy transfer

Sr Analyst - Retirement Planning

Houston, TX · On-site

$81K - $101K/yr

The Senior Analyst of Retirement Planning is responsible for design, administration, compliance, governance, and ongoing enhancement of the Company's qualified and non-qualified retirement programs ...

New

Infinite Wise Solutions

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Financial Retirement Planning Professional - Remote

Austin, TX · Remote

$1.0K - $250K/yr

Remote Insurance and Retirement Planning Advisor Help Families Retire with Confidence. Build a Career That Matters. Remote | Flexible Schedule | Full-Time or Part-Time | Independent Contractor (1099 ...

Infinite Wise Solutions

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Financial Retirement Planning Professional - Remote

Dallas, TX · Remote

$1.0K - $250K/yr

Remote Insurance and Retirement Planning Advisor Help Families Retire with Confidence. Build a Career That Matters. Remote | Flexible Schedule | Full-Time or Part-Time | Independent Contractor (1099 ...

Infinite Wise Solutions

Be Seen First

Financial Retirement Planning Professional - Remote

San Francisco, CA · Remote

$1.0K - $250K/yr

Remote Insurance and Retirement Planning Advisor Help Families Retire with Confidence. Build a Career That Matters. Remote | Flexible Schedule | Full-Time or Part-Time | Independent Contractor (1099 ...

New

Infinite Wise Solutions

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Financial Retirement Planning Professional - Remote

Denver, CO · Remote

$1.0K - $250K/yr

Remote Insurance and Retirement Planning Advisor Help Families Retire with Confidence. Build a Career That Matters. Remote | Flexible Schedule | Full-Time or Part-Time | Independent Contractor (1099 ...

Infinite Wise Solutions

Be Seen First

Financial Retirement Planning Professional - Remote

Atlanta, GA · Remote

$1.0K - $250K/yr

Remote Insurance and Retirement Planning Advisor Help Families Retire with Confidence. Build a Career That Matters. Remote | Flexible Schedule | Full-Time or Part-Time | Independent Contractor (1099 ...

Infinite Wise Solutions

Be Seen First

Remote Financial Retirement Planning Professional

Washington, DC · Remote

$1.0K - $250K/yr

Retirement income planning * Life insurance planning * Wealth protection strategies * Tax-advantaged financial solutions * Asset preservation * Legacy and estate planning concepts * Strategic ...

New

New York Life

Retirement Planner

Raleigh, NC

$69K - $130K/yr

New York Life's Retirement Planning Practice Model¹ training program is designed to develop your expertise in the arena of helping your clients prepare for retirement. Whether they want to save for ...

New York Life

Retirement Planner

Fayetteville, NC

$69K - $130K/yr

New York Life's Retirement Planning Practice Model¹ training program is designed to develop your expertise in the arena of helping your clients prepare for retirement. Whether they want to save for ...

New York Life

Retirement Planner

Greensboro, NC

$69K - $130K/yr

New York Life's Retirement Planning Practice Model¹ training program is designed to develop your expertise in the arena of helping your clients prepare for retirement. Whether they want to save for ...

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Retirement Planning information

See salary details

$56K

$103.2K

$157K

How much do retirement planning jobs pay per year?

As of Aug 18, 2026, the average yearly pay for retirement planning in the United States is $103,218.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $116,500.00 per year, depending on experience, location, and employer.

What is retirement planning?

Retirement planning is the process of determining your retirement income goals and the actions and decisions necessary to achieve those goals. It involves evaluating your current financial situation, estimating future expenses, and creating a strategy to save and invest for retirement. This includes considering factors like savings, investments, pensions, Social Security, and healthcare needs. Effective retirement planning helps ensure you have sufficient funds to maintain your desired lifestyle after you stop working.

What are some common challenges faced by professionals in retirement planning, and how can they be effectively addressed?

Professionals in Retirement Planning often encounter challenges such as keeping up with changing regulations, adapting strategies to meet diverse client needs, and managing clients' emotional responses to market fluctuations. Staying up-to-date through continuing education and industry certifications helps address regulatory changes. Building strong relationships and maintaining clear, empathetic communication can help manage client expectations and build trust. Collaborating with other financial specialists, such as tax advisors or estate planners, also ensures comprehensive support for clients' retirement goals.

What are the key skills and qualifications needed to thrive as a retirement planner, and why are they important?

To thrive as a Retirement Planner, you need a solid understanding of financial planning, investment strategies, and retirement regulations, often supported by a relevant degree and certifications such as CFP (Certified Financial Planner). Familiarity with financial planning software, retirement calculators, and portfolio management tools is typically required. Excellent communication, active listening, and trust-building skills help Retirement Planners effectively guide clients through complex decisions. These skills ensure clients receive sound advice and achieve their long-term retirement goals with confidence.

What is the difference between Retirement Planning vs Financial Advisor?

AspectRetirement PlanningFinancial Advisor
CredentialsCertifications like CFP, CFP®CFP, CFA, CPA, various licenses
Work EnvironmentFocus on retirement strategies, long-term planningBroader financial services, investment advice
Industry UsageSpecialized in retirement solutionsGeneral financial services provider
Search/Comparison IntentUnderstanding retirement-specific rolesComparing financial planning services

Retirement Planning professionals specialize in creating strategies for clients' retirement goals, focusing on savings, investments, and income planning. Financial Advisors offer broader financial services, including investments, estate planning, and tax strategies. While all Retirement Planners may be Financial Advisors, not all Financial Advisors focus solely on retirement. The key difference lies in the specialization and scope of services provided.

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, gaining experience, and passing an exam. Gaining experience in financial advising or planning and staying updated on retirement products and regulations are also important steps.

What are good jobs to do in retirement?

Good jobs for retirement include part-time roles such as retail associate, administrative assistant, or customer service representative, which often require minimal physical strain and flexible hours. Many retirees also pursue consulting, tutoring, or freelance work in areas of their expertise, leveraging skills and experience while maintaining a manageable schedule.
More about Retirement Planning jobs

What cities are hiring for Retirement Planning jobs?

Cities with the most Retirement Planning job openings:

What states have the most Retirement Planning jobs?

States with the most job openings for Retirement Planning jobs include:

What job categories do people searching Retirement Planning jobs look for?

The top searched job categories for Retirement Planning jobs are:

Retirement Planning jobs near you
Infographic showing various Retirement Planning job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $103,218 per year, or $49.6 per hour.

Retirement Planning Specialist

Ameriprise Financial

Seminole, FL • On-site

Full-time

Re-posted 22 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
This entry level position will assist the financial advisor team in working with clients to help them achieve their financial goals, such as planning for retirement. This position assists with the smooth operation of a fast-paced-and friendly-financial planning office. The RP Specialist will work as an employee of an independent advisor within a financial advisory practice of Ameriprise Financial. This person hired for this position will be expected to report daily to one of our Florida offices: either Tampa, Leesburg or Seminole/St Pete.
The RP Specialist will primarily manage the financial/retirement planning workflow for the practice from end to end. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.
Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned by the advisor and/or Practice Manager
Financial Planning
  • Accurately gather, input, and maintain client financial data within the Financial Planning Tool Suite.
  • Demonstrate strong proficiency in navigating and utilizing the Financial Planning Tool Suite to support planning activities.
  • Develop comprehensive financial plans and deliverables, including tailored recommendations aligned with client goals.
  • Update, modify, and refresh existing financial plans based on advisor direction and changing client needs.
  • Monitor the progress of financial plans from initiation through completion, identifying and resolving any bottlenecks or process inefficiencies.
  • Collaborate closely with clients to deliver a seamless, professional, and positive planning experience.
  • Monitor and track client completion of agreed-upon action items to ensure timely progression.
  • Serve as a liaison between internal teams and third-party planning partners to ensure effective coordination and execution.
  • Participate in client meetings, as requested by the advisor, to support plan presentation and discussion.
  • Answer questions and provide readily available information to clients, if requested, as it relates to their financial plan

Key Traits of a Successful Financial Planning Specialist
  • Direct attention to detail and organization
  • Ability to apply innovative thinking to client data, understanding how various data points interact and influence one another to support holistic financial planning
  • Effective and efficient time management
  • Effective verbal communication with clients and other advisors/staff
  • Polite, friendly, warm, and clear phone manner
  • Ability to multi-task
  • Ability to adhere to rules and regulations as stated and required by advisor, and Ameriprise Financial
  • Ability to support all compliance requirements within the advisor's practice
  • Positive attitude and sincere willingness to constantly learn and grow

Education/Experience
  • College degree or 1+ years of experience in the financial industry.

Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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