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Retirement Planning Jobs in Indiana (NOW HIRING)

WealthBridge Financial Group

Wealth Planning Advisor

Carmel, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Wealth Planning Advisor at ...

State Farm

Fall/Winter Internships

Greenfield, IN · On-site

Job Type Internship Description We are one of the leading offices out of 20,000 independent Agents Nation-wide in the areas of B2B, Retirement Planning, and multiple other product lines. We are ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Develop personalized financial plans and budgets based on clients' needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their ...

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All JobsRetirement Planning JobsRetirement Planning Jobs in Indiana

Retirement Planning information

See Indiana salary details

$53.3K

$98.2K

$149.4K

How much do retirement planning jobs pay per year?

As of Aug 18, 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 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.

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 August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $98,219 per year, or $47.2 per hour.

Wealth Planning Advisor

WealthBridge Financial Group

Hammond, IN

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Wealth Planning Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply