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Retirement Relationship Jobs (NOW HIRING)

OneDigital

Retirement Plan Consultant

Chicago, IL · On-site

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

First Western

Retirement Services Specialist

Denver, CO · On-site

$77K - $108K/yr

Who We're Looking For You're a relationship-driven retirement services professional with strong technical expertise and a passion for delivering exceptional client experiences. You thrive managing ...

OneDigital

Retirement Plan Consultant

Phoenix, AZ

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

OneDigital

Retirement Plan Consultant

Farmington, CT · 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 ...

OneDigital

Retirement Plan Consultant

Farmington, CT

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

TIAA

Retirement Income Consultant

Charlotte, NC

$72K - $90K/yr

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

ValuTeachers

Retirement Education Specialist

NC · On-site

$65K - $250K/yr

Retirement Education Specialist - Educator Market $65,000+ Income Potential • Full-Time or ... You will focus your time on education, relationships, and client service - not chasing strangers.

OneDigital

Retirement Plan Consultant

Chicago, IL

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

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All 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 Jul 14, 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.

Retirement Plan Administrator

The Manufacturers'​ Association

Camp Hill, PA • On-site

$55K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Job description

Position Summary

The Retirement Benefits Specialist plays a key role in supporting the administration of employer-sponsored retirement plans, primarily 401(k) plans for small business clients. This position coordinates the enrollment process, ensures accurate and timely submission of participant information to retirement plan providers, maintains client records in the CRM system, and serves as a liaison between clients, employees, and retirement plan providers.

The ideal candidate is highly organized, detail-oriented, customer-focused, and capable of managing multiple projects and deadlines in a fast-paced environment.

Essential Duties and Responsibilities
  • Coordinate new and ongoing 401(k) enrollments for client companies and their employees.
  • Gather, review, and process enrollment forms and required documentation for accuracy and completeness.
  • Submit enrollment information and related documentation to retirement plan providers in a timely manner.
  • Communicate with employers and employees regarding enrollment requirements, deadlines, and outstanding items.
  • Schedule enrollment meetings, employee education sessions, and client follow-up meetings.
  • Maintain and update client and participant information within the CRM system.
  • Monitor enrollment status and proactively follow up on incomplete or missing information.
  • Coordinate with retirement plan providers regarding participant enrollments, plan changes, and administrative questions.
  • Assist with onboarding new retirement plan clients and implementation activities.
  • Prepare reports, spreadsheets, and correspondence related to retirement plan administration.
  • Maintain accurate records and documentation in accordance with company procedures and regulatory requirements.
  • Provide exceptional customer service to clients, participants, and business partners.
  • Assist with special projects and other retirement administration duties as assigned.
Qualifications
  • Associate's degree in Business, Human Resources, Finance, or a related field preferred; equivalent work experience may be considered.
  • One to three years of experience in employee benefits, retirement plan administration, financial services, insurance, or an administrative coordination role preferred.
  • Experience with CRM systems and Microsoft Office applications, particularly Outlook, Excel, and Word.
  • Knowledge of 401(k) plans and retirement plan administration is preferred but not required.
  • Strong organizational and project coordination skills.
  • Excellent attention to detail and accuracy.
  • Ability to manage multiple priorities and deadlines simultaneously.
  • Strong verbal and written communication skills.
  • Ability to handle confidential information with professionalism and discretion.
  • Demonstrated customer service and relationship management skills.
Core Competencies
  • Organization and time management
  • Attention to detail
  • Customer service orientation
  • Communication and interpersonal skills
  • Problem-solving and follow-through
  • Collaboration and teamwork
  • Adaptability and initiative
  • Technology proficiency
Why Join Our Team?

We are committed to helping businesses and their employees prepare for a secure financial future. Our team values collaboration, exceptional service, and continuous learning. This position offers the opportunity to build expertise in retirement benefits while working closely with employers, employees, and retirement plan professionals in a supportive and professional environment.

● Must pass successful background check upon hiring

Benefits:

  • Group Health Insurance

  • Dental

  • Vision

  • Matching 401k

  • Paid time off

Work Location: In person

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