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Retirement Relationship Jobs (NOW HIRING)

LPL Financial LLC

Retirement Consultant

Fort Mill, SC · On-site

$77.70 - $129.50/hr

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 ...

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 ...

LPL Financial

Retirement Consultant

Fort Mill, SC · On-site

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 ...

Empower

Retirement Consultant

Lawrenceville, GA · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Saint Louis, MO · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Concord, NC · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Gilbert, AZ · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Manchester, CT · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Englewood, CO · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Houston, TX · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Manhattan, NY · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Littleton, CO · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Boston, MA · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Quincy, MA · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Tallahassee, FL · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Nashville, TN · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Empower

Retirement Consultant

Memphis, TN · On-site +1

$55K - $76K/yr

Demonstrated relationship management and customer service skills * Problem-solving skills and ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

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Showing results 21-40

All JobsFinance and Insurance JobsRetirement Relationship Jobs

Retirement Relationship information

See salary details

$28K

$80.7K

$140.5K

How much do retirement relationship jobs pay per year?

As of Aug 23, 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.

What is a retirement relationship?

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 skills and qualifications are needed to thrive as a retirement relationship specialist?

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 are common challenges faced by professionals in retirement relationship roles, and how can they be managed?

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 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 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 $80,705 per year, or $38.8 per hour.

Relationship Manager, Retirement - Annuity IMO Channel

Symetra

Bellevue, WA • On-site

$100K/yr

Other

Retirement, PTO

Posted 22 days ago

Symetra rating

8.4

Company rating: 8.4 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

108th of 311 rated insurance

Job description

Symetra has an exciting opportunity to join our growing Annuity IMO Channel team as a Relationship Manager!

About the role

As a Relationship Manager, you will manage and develop operational relationships within your aligned Retirement Division distribution partners to drive sales growth for both Symetra and your aligned accounts. You will bring a strong understanding of Symetra products and capabilities and align with partner needs and objectives.

What you will do

  • Develop thorough understanding of distribution partners' operational processes including new business processing method, technology, selling agreements, etc.
  • Partner with internal teams to solve operational issues from distribution partners based on priority and capacity. Follows up to ensure resolution. Catalogs and documents issue description and resolution outcome.
  • Align needs of distribution partner with Symetra capabilities through regular contact and meetings with IMO leaders and back office teams.
  • Attend sales meetings and quarterly update meetings for key assigned relationships
  • Prepare and submit monthly account summaries and sales analysis submitted to the Channel Vice President each month.
  • Develop and adhere to strategic business planning efforts for aligned partners.
  • Work with aligned internal partners to support launch of products and services for external partners by participating in various working groups to drive activities and provide needed context
  • Work with sales management and external wholesalers to drive sales expansion
  • Communicate with external wholesalers, internal wholesalers and sales effectiveness teams to ensure proper account coverage
  • Work with the broader relationship management team to share best practices and key strategies

Why work at Symetra

"If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work." Cris H. - VP Internal Sales

"Come hungry. Stay hungry. Symetra is a place where curiosity, continuous learning, and personal growth are truly valued. Don't be afraid to ask questions or challenge yourself-every step you take is worth it. You'll grow into a stronger, more empowered employee at one of the most diverse and equitable companies in the country." - Ashley C., Internal Wholesaler

What we offer you

We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

  • Flexible full-time or hybrid telecommuting arrangements
  • Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
  • Paid time away including vacation and sick time, flex days and ten paid holidays
  • Give back to your community and double your impact through our company matching
  • Want more details? Check out our Symetra Benefits Overview

Compensation

Base salary: $100,000 plus eligibility for incentive compensation

Who you are

  • High school diploma required
  • BA in liberal arts, business or communications - or equivalent work experience required
  • 10-15 years in insurance, banking, brokerage or investments
  • Relationship Management experience with annuity programs, IMO preferred
  • Currently holding Series 6/63 and Life Insurance License (or willingness to obtain)
  • Presentation skills; sales and training background; experience with other carriers and on the partner side
We empower inclusion
At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute.
Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.
Creating a world where more people have access to financial freedom
Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.
For more information about our careers visit: https://symetra.eightfold.ai/careers
Work Authorization
Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.
Please review Symetra's Remote Network Minimum Requirements:
As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:
  • Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
  • Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
  • Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.
When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above.
Identity Verification
Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.
Failure to comply with verification procedures may result in:
  • Disqualification from the recruitment process
  • Withdrawal of a job offer
  • Termination of employment and other criminal and/or civil remedies, if fraud is discovered

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