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Retirement Planning Jobs (NOW HIRING)

New York Life

Retirement Planner

Wilmington, NC · On-site

$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 ...

Aegon

Retirement Planning Consultant (Traverse City, MI)

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Conduct one-on-one retirement planning meetings with client employees. * Use Transamerica products and services to help participants deliver a strategy to meet retirement objectives. * Provide ...

New York Life

Retirement Planner

Greenville, 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 ...

Empower

Retirement Planner

$60K - $78K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Chartered Retirement Planning Counselor (CRPC) Designation preferred * Bring a positive attitude, ability to converse with clients and be open to coaching and feedback ***Applicants must be ...

Empower

Retirement Planner

$60K - $78K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Chartered Retirement Planning Counselor (CRPC) Designation preferred * Bring a positive attitude, ability to converse with clients and be open to coaching and feedback ***Applicants must be ...

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Showing results 21-40

All JobsFinance and Insurance JobsRetirement Planning Jobs

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.
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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.

TX-Austin Comprehensive Retirement Planning Specialist

AMERICAN SENIOR BENEFITS LLC

Cedar Park, TX • On-site

$40K - $100K/yr

Full-time

Medical, Life, Retirement

Re-posted 24 days ago

Job description

Overview
Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth.
Responsibilities
  • Meet with clients to determine their concerns and plans.
  • Explain to potential clients the types of benefits, coverage, and investments available to them.
  • Educate clients and answer questions about solutions, options and potential risks.
  • Recommend solutions from a portfolio of over 200 options organized in propriatary software.
  • Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
  • Work well with a team of back office support.
  • Maintain detailed records for client safety in our software.

Qualifications
  • A teachable spirit, and thirst to learn.
  • The ability to quickly establish rapport and build connections.
  • Strong empathy and listening skills.
  • Above average communication skills.
  • Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
  • Minimum education is a High School Diploma or GED

Our compensation plans are highly customizable and may be discussed directly with the agency owner.
Compensation
USD $40,000.00 - USD $100,000.00 /Yr.

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