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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Independent Contractor (1099) Are you a skilled financial advisor with experience in insurance and retirement planning? Are you looking for an opportunity to work with a well-established company that ...
Quick apply
Independent Contractor (1099) Are you a skilled financial advisor with experience in insurance and retirement planning? Are you looking for an opportunity to work with a well-established company that ...
Independent Contractor (1099) Are you a skilled financial advisor with experience in insurance and retirement planning? Are you looking for an opportunity to work with a well-established company that ...
Independent Contractor (1099) Are you a skilled financial advisor with experience in insurance and retirement planning? Are you looking for an opportunity to work with a well-established company that ...
Independent Contractor (1099) Are you a skilled financial advisor with experience in insurance and retirement planning? Are you looking for an opportunity to work with a well-established company that ...
Independent Contractor (1099) Are you a skilled financial advisor with experience in insurance and retirement planning? Are you looking for an opportunity to work with a well-established company that ...
Retirement Planner - Orlando, FL
Orlando, FL · On-site +1
$50K - $69K/yr
Put your expertise in retirement planning to work every day The Expertise We're Looking For * Series 7 & Series 63 licenses required * 2+ years of experience in a customer service or sales role ...
Retirement Planner - Orlando, FL
Orlando, FL · On-site +1
$50K - $69K/yr
Put your expertise in retirement planning to work every day The Expertise We're Looking For * Series 7 & Series 63 licenses required * 2+ years of experience in a customer service or sales role ...
FL-Orlando Insurance Retirement Specialist
Orlando, FL · On-site
$50K - $69K/yr
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:
FL-Orlando Insurance Retirement Specialist
Orlando, FL · On-site
$50K - $69K/yr
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:
FL-Orlando Insurance Retirement Specialist
Orlando, FL · On-site
$50K - $69K/yr
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:
FL-Orlando Insurance Retirement Specialist
Orlando, FL · On-site
$50K - $69K/yr
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:
You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will ...
You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will ...
Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Retirement Consultant
West Palm Beach, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
West Palm Beach, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Jacksonville Beach, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Jacksonville Beach, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Naples, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Naples, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Jacksonville Beach, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Jacksonville Beach, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Tallahassee, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Tallahassee, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Orlando, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Orlando, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
West Palm Beach, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
West Palm Beach, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Orlando, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Consultant
Orlando, FL · On-site +1
$55K - $76K/yr
As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...
Retirement Planning information
See Florida salary details
$41.8K - $48.7K
2% of jobs
$48.7K - $55.6K
8% of jobs
$55.6K - $62.4K
14% of jobs
$62.8K is the 25th percentile. Wages below this are outliers.
$62.4K - $69.3K
17% of jobs
The median wage is $72.5K / yr.
$69.3K - $76.2K
19% of jobs
$76.2K - $83K
13% of jobs
$84.7K is the 75th percentile. Wages above this are outliers.
$83K - $89.9K
9% of jobs
$89.9K - $96.7K
6% of jobs
$96.7K - $103.6K
4% of jobs
$103.6K - $110.5K
4% of jobs
$110.5K - $117.3K
3% of jobs
$41.8K
$77.1K
$117.3K
How much do retirement planning jobs pay per year?
As of Aug 30, 2026, the average yearly pay for retirement planning in Florida is $77,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,400.00 and $87,100.00 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?
| Aspect | Retirement Planning | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFP® | CFP, CFA, CPA, various licenses |
| Work Environment | Focus on retirement strategies, long-term planning | Broader financial services, investment advice |
| Industry Usage | Specialized in retirement solutions | General financial services provider |
| Search/Comparison Intent | Understanding retirement-specific roles | Comparing 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.
What are popular job titles related to Retirement Planning jobs in Florida?
For Retirement Planning jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Retirement Planning jobs in Florida look for?
The top searched job categories for Retirement Planning jobs in Florida are:
What cities in Florida are hiring for Retirement Planning jobs?
Cities in Florida with the most Retirement Planning job openings:
Full-time
Re-posted 4 days ago
Ameriprise rating
7.7
Based on 130 frontline employees who took The Breakroom Quiz
105th of 152 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
Key Traits of a Successful Financial Planning Specialist
Education/Experience
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.
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
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