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Retirement Planning Jobs in Indiana (NOW HIRING)

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Retirement Planning information

See Indiana salary details

$53.3K

$98.2K

$149.4K

How much do retirement planning jobs pay per year?

As of Jul 28, 2026, the average yearly pay for retirement planning in Indiana is $98,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $110,900.00 per year, depending on experience, location, and employer.

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 many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000 per year, with top earners reaching higher levels through performance bonuses and commissions.

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 jobs pay 4000 a week without a degree?

High-paying jobs that can reach $4,000 a week without a degree often include roles such as commercial truck drivers, real estate brokers, sales managers, and certain skilled trades like electricians or plumbers. These positions typically require specialized training, certifications, or experience rather than a college degree, and often involve physically demanding work or sales skills. Earning this level of income may also depend on location, workload, and individual performance.

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, along with strong analytical and interpersonal skills. Earning certifications such as the Certified Financial Planner (CFP) credential can enhance credibility and job prospects. Experience in financial advising or planning is also valuable for entering this profession.

How much does a retirement plan advisor make?

Retirement plan advisors typically earn a median annual salary of around $70,000 to $90,000, with experienced professionals and those in senior roles earning over $100,000. Compensation often includes base salary, commissions, and bonuses, and requires knowledge of financial planning, investment strategies, and client management.

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 popular job titles related to Retirement Planning jobs in Indiana? For Retirement Planning jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Retirement Planning jobs in Indiana look for? The top searched job categories for Retirement Planning jobs in Indiana are:
What cities in Indiana are hiring for Retirement Planning jobs? Cities in Indiana with the most Retirement Planning job openings:
Retirement Planning jobs near you
Infographic showing various Retirement Planning job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 87% Full Time, 9% Part Time, and 3% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $98,219 per year, or $47.2 per hour.
Financial Services Representative (retirement planning)

Financial Services Representative (retirement planning)

State Farm

Carmel, IN • On-site

$85K - $100K/yr

Full-time

Retirement, PTO

Posted 28 days ago

State Farm rating

7.4

Company rating: 7.4 out of 10

Based on 1,534 frontline employees who took The Breakroom Quiz

221st of 299 rated insurance

Job description

Job Type
Full-time
Description
Are you driven by a highly competitive compensation structure, while serving your community and helping others?
Is securing your financial independence and inspiring others to do the same important to you?
Are you a competitive person who loves to win?
Whether you are new to insurance sales or an experienced financial professional looking to accelerate your career, joining Adam Jurs State Farm at one of our two locations in Carmel, or Greenfield, will help you start the career you deserve. Make a difference in your community by guiding people through their retirement needs and situations. In this role, you will assess clients' financial needs, provide life and health insurance recommendations, and deliver exceptional customer service.
This role is not like the others. You will learn from one of the top Agents in the Country and will be given all of the tools needed to be successful. Your compensation will be based on your performance. Leads will be given, as well as we will teach you how to prospect appropriately, with no gimmicks or 'buy your own leads'!
Requirements
Benefits package:
  • Opportunity to earn a trip for you plus 1, or a key motivator to tie in your personal and professional goals!
  • Base pay plus commission and bonuses. Average first year producer is 75-85k with uncapped potential.
  • No Nights or Weekends, unless you're a hunter who wishes to grind during this time!
  • Includes a monthly bonus plan, 401k plus match, ability to earn a paid trip for you plus one, flexible schedule, paid time off, insurance stipend, training & development, opportunities for advancement, PTO, Team Contests and so much more!
  • Fun, positivity-forward work culture. We enjoy helping people, and it shows!
  • Office outings several times per year, including office lunches, etc.
  • Our agency is also deeply rooted in the community, partnering with select nonprofits and hosting financial wellness workshops. We are proud of our award-winning office culture-one that emphasizes growth, positive team chemistry, and high expectations.

RESPONSIBILITIES:
  • Engage with prospective customers through calls, emails, and community outreach.
  • Develop and maintain a pipeline of potential new business opportunities.
  • Schedule and conduct follow-up interactions to support acquisition goals.
  • Collaborate with team members to coordinate outreach strategies.
  • Track activity and report progress toward established objectives.
  • Maintain compliance with office and regulatory procedures.

QUALIFICATIONS:
  • Must be willing, or already have obtained your IN Life & Health Insurance License.
  • Licensing for new Industry hires will be paid for
  • Must be willing to learn our proven needs-based system and sell with the utmost integrity at all times

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Salary Description
85,000-100,000

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