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Retirement Relationship Jobs (NOW HIRING)

LPL Financial

Retirement Consultant

Fort Mill, SC · Remote

The Retirement Consultant serves as a strategic retirement plan specialist and key driver of ... Manage Advisor relationships and pipeline activities with accuracy and discipline through ...

First Western

Retirement Services Specialist

Denver, CO · On-site

$77K - $108K/yr

Manage 25-35 client relationships (AUM $1 - $75 million) within our Retirement Services team. This includes serving as the primary day-to-day employer contact, communicating with a variety of ...

Lincoln Financial

Retirement Consultant

Dallas, TX · On-site +1

$80K - $100K/yr

Support Relationship Management with retention efforts and look for opportunities to promote other ... Retirement Plans that aligns with the specific responsibilities Lives in Dallas, Houston or ...

OneDigital

Retirement Plan Consultant

Phoenix, AZ · On-site

Retirement Plan Sales and Business Development • Develop and manage a robust sales pipeline ... Client Relationship Management • Lead client relationships, working closely with plan sponsors to ...

Lincoln Financial

Retirement Consultant

Dallas, TX · On-site +1

$80K - $100K/yr

Support Relationship Management with retention efforts and look for opportunities to promote other ... retirement goals What we're looking for Must-haves: • 1 - 3+ Years' experience in Retirement ...

Lincoln Financial

Retirement Consultant

Dallas, TX · On-site

$80K - $100K/yr

Support Relationship Management with retention efforts and look for opportunities to promote other ... retirement goals What we're looking for Must-haves: • 1 - 3+ Years' experience in Retirement ...

OneDigital

Retirement Plan Consultant

Auburn Hills, MI · On-site

Retirement Plan Sales and Business Development • Develop and manage a robust sales pipeline ... Client Relationship Management • Lead client relationships, working closely with plan sponsors to ...

First Western

Retirement Services Specialist

Denver, CO · On-site

$77K - $108K/yr

Manage 25-35 client relationships (AUM $1 - $75 million) within our Retirement Services team. This includes serving as the primary day-to-day employer contact, communicating with a variety of ...

TIAA

Retirement Income Consultant

Frisco, TX · On-site

$72K - $90K/yr

Retirement Income Consultant The Retirement Income Consultant works directly with clients to ... Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact ...

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All JobsRetirement Relationship Jobs

Retirement Relationship information

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$28K

$80.7K

$140.5K

How much do retirement relationship jobs pay per year?

As of Jul 13, 2026, the average yearly pay for retirement relationship in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

Do retired partners get paid?

Retired partners in a business or firm typically do not receive regular wages but may earn distributions or profit shares based on their ownership stake and the company's agreements. Their income depends on the structure of the partnership and any retirement or payout arrangements in place. It is important to review the specific partnership agreement for details on retirement payments.

What's a good side hustle for a retired person?

A retired person working in a retirement relationship role can consider consulting, tutoring, or freelance work that leverages their experience. These options often offer flexible schedules and require minimal startup costs, making them suitable for retirees seeking additional income or engagement.

What are some common challenges faced by professionals in Retirement Relationship roles, and how can they be managed effectively?

Professionals in Retirement Relationship roles often encounter challenges such as explaining complex retirement plan options to clients with varying levels of financial literacy and managing sensitive conversations about long-term financial security. Additionally, staying up-to-date with changing regulations and ensuring compliance can be demanding. Effective communication, ongoing training, and collaborating closely with compliance and investment teams help manage these challenges. Building trust with clients and providing clear, empathetic guidance are key to success in this role.

What is the $1000 a month rule for retirement?

The $1,000 a month rule in retirement planning suggests that saving or generating at least $1,000 per month can help ensure a sustainable income stream during retirement. Retirement professionals often recommend this benchmark when estimating needed savings, investment returns, and withdrawal strategies to maintain financial stability in retirement.

What are Retirement Relationship professionals?

Retirement Relationship professionals are specialists who help clients manage and plan for their retirement needs. They typically work for financial institutions or retirement plan providers, assisting individuals or organizations with retirement accounts, investment options, and relevant regulations. Their role includes providing guidance on retirement planning strategies, answering questions about retirement plans, and ensuring clients' retirement goals are met. They serve as a key point of contact, helping clients navigate complex retirement decisions and maintain their financial well-being in retirement.

What is the best part-time job for a retired person?

Retired individuals often find part-time jobs such as retail associate, administrative assistant, or customer service representative suitable, as these roles typically offer flexible hours and require minimal prior experience. Skills like communication, organization, and basic computer knowledge are beneficial, and many positions do not require advanced certifications.

What are the key skills and qualifications needed to thrive as a Retirement Relationship Specialist, and why are they important?

To thrive as a Retirement Relationship Specialist, you need a strong understanding of retirement products, financial planning principles, and relevant industry regulations, often supported by a bachelor’s degree in finance or a related field. Familiarity with CRM systems, financial planning software, and certifications such as FINRA Series 6/7 or 63 are typically required. Exceptional interpersonal skills, active listening, and the ability to explain complex concepts clearly help build trust and rapport with clients. These skills ensure clients receive accurate guidance and support for their retirement goals, fostering long-term satisfaction and company loyalty.

What is the difference between Retirement Relationship vs Retirement Counselor?

AspectRetirement RelationshipRetirement Counselor
CredentialsFinancial planning certifications, client relationship skillsFinancial planning certifications, counseling licenses
Work EnvironmentFinancial institutions, client officesFinancial advisory firms, counseling centers
Industry UsageBanking, investment firmsFinancial advisory, counseling services

Retirement Relationship professionals focus on building ongoing client relationships and providing financial advice related to retirement planning. Retirement Counselors primarily offer guidance and counseling to clients about retirement options, often emphasizing emotional and psychological support. While both roles require financial knowledge and client interaction, Retirement Relationship roles are more relationship management-oriented, whereas Retirement Counselors focus on counseling and education.

More about Retirement Relationship jobs
What are the most commonly searched types of Retirement Relationship jobs? The most popular types of Retirement Relationship jobs are:
What job categories do people searching Retirement Relationship jobs look for? The top searched job categories for Retirement Relationship jobs are:
Retirement Relationship jobs near you
Infographic showing various Retirement Relationship job openings in the United States as of July 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 66% Physical, 2% Hybrid, and 32% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Institutional Relationship Manager - Retirement Plan Services

Institutional Relationship Manager - Retirement Plan Services

Hancock Whitney Corp.

New Orleans, LA • On-site

Full-time

Posted 27 days ago

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
The Retirement Plan Services Relationship Manager manages and develops complex wealth management client relationships during the administration of Trust accounts including defined benefit/defined contribution retirement plans and other types of accounts.
ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Manages and develops new business for large and complex Trust relationships.
  • Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
  • Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts. May represent the company on boards or committees related to businesses or institutions for which the trust department provides a service.
  • Analyzes, studies, and gains full understanding of governing documents. Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners and beneficiaries.
  • Coordinates management of accounts with investment officers, trust tax officers, Trust Operations, and others as required.
  • Assures the accounts are in compliance with all applicable policies, procedures and/or federal/state laws and regulations. Keeps current with all developments, applicable laws and regulations within individual field and provides advice to other Trust RMs and/or business partners.
  • Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, and other parties who have an interest in any aspect of an account.
  • Resolves problems brought by owners, beneficiaries and others.
  • Makes court appearances at audits or other proceedings, and deals with attorneys, agents and others for the acquisition, disposition or preservation of trust assets and related business.
  • Advises management and members of the trust administrative committee on questions regarding the acceptability of trust assets and the proper use of income or corpus for accounts being managed.
  • Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities. Advises or consults with other officers on details of proposed business plans.
  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
  • Responsible for achieving sales goals set by management.
  • Establishes a calling program for clients, prospects and centers of influence that will facilitate new business development from existing clients and new prospects, and documents all on sales/relationship management reporting tools.
  • May attend professional conferences or trade shows held by the client/prospect base in order to promote the company brand and trust expertise. As well as various public meetings held by clients or groups that provide services to clients in order to both be aware of current client needs as well as looking for new business opportunities.
  • Produces proposals for new business pricing or terms in conjunction with Sales Manager and LOB Manager.
  • Mentors more junior RMs on all aspects of managing and developing Trust relationships.

SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • Bachelor's degree, preferably with a concentration in business or related field.
  • 8 years of relationship management experience in banking or financial services required.
  • An equivalent combination of education and experience may be considered.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • Ability to travel if required to perform the essential job functions.
  • Ability to work under stress and meet deadlines.
  • Ability to operate related equipment to perform the essential job functions.
  • Ability to read and interpret a document if required to perform the essential job functions.
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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