ZipRecruiter

Log In

1

Retirement Planning Jobs in Oregon (NOW HIRING)

The Partners Group

Account Manager, Retirement

Portland, OR · On-site

$70K - $85K/yr

The Partners Group currently has an outstanding opportunity for a client-focused retirement plan services professional to join our Retirement Planning team as an Account Manager. How you will make an ...

The Butler Agency

Sales Associate

Portland, OR · Remote

$14.75 - $20.25/hr

Life Insurance & Retirement Planning | Remote We are seeking highly driven, self-starting professionals ready to excell in the life insurance and retirement planning industry. Fully remote role ...

New

City of Medford (Oregon)

Planner II/III

Medford, OR

$75K - $101K/yr

... retirement planning Additional Benefits: Paid vacation, sick leave, and holidays Employee Assistance Program (EAP) The City's Wellness Program promotes physical, social, emotional, intellectual ...

City of Medford, OR

Planner II/III

Medford, OR · On-site

$75K - $101K/yr

Deferred Compensation retirement plan (Section 457 Plan) for employee's retirement planning Additional Benefits : * Paid vacation, sick leave, and holidays * Employee Assistance Program (EAP) * The ...

Benton County (OR)

Associate Planner

Corvallis, OR · On-site +1

$65K - $104K/yr

... the Planning Commission, provides explanations to the public of the County's land use program ... Get ready for retirement. Generous employer paid contributions. After 6 months of employment: The ...

Benton County, OR

Associate Planner

Corvallis, OR · On-site

$65K - $104K/yr

... the Planning Commission, provides explanations to the public of the County's land use program ... Get ready for retirement. Generous employer paid contributions! * After 6 months of employment:

next page

Showing results 1-20

All JobsRetirement Planning JobsRetirement Planning Jobs in Oregon

Retirement Planning information

See Oregon salary details

$59.2K

$109.1K

$166K

How much do retirement planning jobs pay per year?

As of Aug 30, 2026, the average yearly pay for retirement planning in Oregon is $109,131.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,300.00 and $123,200.00 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 Oregon?

For Retirement Planning jobs in Oregon, the most frequently searched job titles are:

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

The top searched job categories for Retirement Planning jobs in Oregon are:

What cities in Oregon are hiring for Retirement Planning jobs?

Cities in Oregon with the most Retirement Planning job openings:

Retirement Planning jobs near you
Infographic showing various Retirement Planning job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, and 5% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $109,131 per year, or $52.5 per hour.

Director, Financial Planning

Portland, OR

Edelman Financial Engines, LLC
Finance and Insurance • 1 - 5K employees

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Recommended by parents

Learn more about Edelman Financial Engines, LLCexternal

$125K - $350K/yr

Full-time

Medical, Dental, Retirement

Re-posted 9 days ago

Job description

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. 

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

Responsibilities:

  • Serve the client's best interests, providing outstanding financial advice guidance
  • Effectively evaluate client situations and analyze their needs
  • Develop and present a compelling set of recommendations
  • Adept at building positive relationships with clients
  • Skilled at influencing clients to improve their financial well-being

Requirements:

  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results driven approach with a consistent track record to form relationships
  • Desire for role with base salary, performance-based compensation and growing earnings potential
  • Must possess an active Series 65
  • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
  • A Clean U-4
  • A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

What Edelman Financial Engines employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply