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Retirement Services Jobs in Indiana (NOW HIRING)

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Retirement Services information

See Indiana salary details

$30K

$59.6K

$95.2K

How much do retirement services jobs pay per year?

As of Aug 26, 2026, the average yearly pay for retirement services in Indiana is $59,644.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $62,800.00 per year, depending on experience, location, and employer.

What are retirement services?

Retirement Services refer to a range of financial products, planning tools, and advisory services designed to help individuals prepare for and manage their retirement years. These services often include retirement account management (such as 401(k)s and IRAs), pension plan administration, retirement income planning, and guidance on Social Security benefits. Providers of retirement services may be financial institutions, employers, or specialized advisors who assist clients in achieving financial security during retirement.

What are the key skills and qualifications needed to thrive in retirement services, and why are they important?

To excel in Retirement Services, you need a solid understanding of retirement planning, financial products, and relevant regulations, often supported by a degree in finance or a related field. Familiarity with retirement plan administration software, financial modeling tools, and certifications like CRPC or CFP is highly valuable. Strong interpersonal skills, attention to detail, and the ability to explain complex concepts clearly help professionals build trust and guide clients effectively. These competencies ensure accurate plan management, regulatory compliance, and positive client outcomes in a field where financial security is paramount.

What are some common challenges faced by professionals working in retirement services, and how can they be managed effectively?

Professionals in Retirement Services often encounter challenges such as keeping up with changing regulations, educating clients about complex retirement plans, and addressing diverse financial needs. Managing these challenges effectively involves continuous professional development, clear communication with clients, and collaboration with legal and compliance teams. Building strong relationships and staying updated on industry standards can help ensure clients receive accurate and tailored retirement solutions.

What is the difference between Retirement Services vs Retirement Plan Administrator?

AspectRetirement ServicesRetirement Plan Administrator
CredentialsCertifications like CEBS, CFP often preferredSimilar certifications, often required or preferred
Work EnvironmentFinancial institutions, consulting firms, HR departmentsFinancial firms, plan providers, HR teams
Employer & Industry UsageUsed broadly across financial and HR sectorsPrimarily within retirement plan management
Job FocusAdvising clients, managing retirement plans, complianceAdministering retirement plans, processing contributions, maintaining records

Retirement Services professionals focus on advising clients and managing retirement plans, while Retirement Plan Administrators handle the day-to-day administration and record-keeping of retirement plans. Both roles require similar certifications and are integral to the retirement industry, but their primary responsibilities differ.

What are popular job titles related to Retirement Services jobs in Indiana?

For Retirement Services jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Retirement Services jobs in Indiana look for?

The top searched job categories for Retirement Services jobs in Indiana are:

What cities in Indiana are hiring for Retirement Services jobs?

Cities in Indiana with the most Retirement Services job openings:

Retirement Services jobs near you
Infographic showing various Retirement Services job openings in Indiana as of August 2026, with employment types broken down into 66% Full Time, 17% Part Time, and 17% Contract. Highlights an 100% In-person job distribution, with an average salary of $59,644 per year, or $28.7 per hour.

Retirement Services Specialist

Indianapolis, IN • On-site

Charles Schwab
See more jobs at Charles Schwabexternal

Full-time

Medical, Dental, Vision, Retirement

Posted 5 days ago

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career.  Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Charles Schwab’s CS&S T2 Hotline Support Team – Retirement Services is responsible for providing expertise on complex products and services for retail IRA accounts (Traditional, Roth, Inherited IRA, Education Savings Account) and small business retirement plans (SEP, SIMPLE, QRP/QKEA, Individual 401K). As an elite team of experts, we are committed to delivering efficient solutions that maximize trust while minimizing risk by owning every client interaction through clients’ eyes. 

As a Retirement Services Specialist, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound phone calls relating to IRA and Small Business accounts. Additionally, you will efficiently and accurately process client requests such as distributions, Roth conversions, and changes to tax withholding elections.

You will provide “best in class” service by:

  • Having a passion for client service, positive energy, and problem-solving skills to connect with our clients and colleagues via inbound and outbound calls.
  • Assisting our internal and external clients with questions regarding Schwab account transactions, account update requests, and client correspondence.
  • Actively listening, assessing client needs, researching information, and providing clients with innovative solutions related to their retirement accounts.
  • Proactively educating clients and internal partners on our products and services.
  • Helping clients navigate Schwab’s electronic channels, including online tools and services
  • Interacting and collaborating with leaders and team members to attain individual, team, and department objectives
  • Managing multiple tasks effectively and balancing high productivity with excellent service quality.
  • Cross training to obtain additional skills as business needs arise.

What You Have

  • Strong computer skills, including knowledge of Windows (XP), internet searching, email (Outlook), and Microsoft Teams.
  • Passion for service with strong client-focus and the desire to help people.
  • Strong communication and relating skills with the ability to navigate and explain complex subjects such as IRS rules and regulations to clients.
  • Positive attitude, enthusiasm, professionalism, adaptable mindset, and strong work ethic with high level of integrity and ethics.
  • Organizational, time management, prioritization, and analytical skills.
  • Desire to be crossed trained in the various Retirement Services functions.
  • The ability and desire to work cooperatively with team members.
  • Ability to set challenging goals and focus on achieving or exceeding them.
  • Demonstrated desire to lead as well as challenge yourself to learn and grow in Retirement Services.
What you have

Required-

  • 2 years of customer service experience.

Preferred -

  • Bachelor’s degree or equivalent work experience preferred.
  • Proactively educating clients and internal partners on our products and services.
  • Strong interpersonal, verbal, and written communication skills.
  • Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
  • Experience in financial services and/or education in finance or a related industry.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

#Campus


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply