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$14

$25

$39

How much do retirement solutions jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for retirement solutions in Utah is $25.14, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $27.36 per hour, depending on experience, location, and employer.

What is a Retirement Solutions?

A Retirement Solutions job typically involves helping individuals or organizations plan for retirement by offering financial products, investment strategies, and advisory services. Professionals in this field may work for financial institutions, insurance companies, or consulting firms, providing guidance on pensions, annuities, 401(k) plans, and other retirement savings options. Their goal is to help clients achieve financial security in retirement by assessing their needs, recommending suitable solutions, and ensuring compliance with relevant regulations.

What are the key skills and qualifications needed to thrive in Retirement Solutions?

To thrive in Retirement Solutions, you need strong financial planning knowledge, familiarity with various retirement products, and often relevant certifications such as FINRA Series 6/7 or CFP. Experience with financial modeling software, CRM systems, and industry regulatory tools is also important. Exceptional interpersonal communication, active listening, and problem-solving skills help professionals build trust and tailor solutions for clients' retirement needs. These competencies ensure sound, compliant guidance and lasting client relationships in an evolving financial services environment.

What are the typical career growth opportunities for someone working in Retirement Solutions?

Professionals in Retirement Solutions often start as advisors or specialists and can progress to senior consultant, team lead, or management roles with experience and demonstrated success. There are also opportunities to specialize in areas such as pension consulting, wealth management, or compliance. Collaboration with other departments like tax, legal, and investment teams is common, broadening your expertise and network. Continuous professional development and industry certifications can accelerate advancement and open doors to higher-responsibility positions within financial services organizations.

What are popular job titles related to Retirement Solutions jobs in Utah?

For Retirement Solutions jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Retirement Solutions jobs in Utah look for?

The top searched job categories for Retirement Solutions jobs in Utah are:

What cities in Utah are hiring for Retirement Solutions jobs?

Cities in Utah with the most Retirement Solutions job openings:

Retirement Solutions jobs near you
Infographic showing various Retirement Solutions job openings in Utah as of August 2026, with employment types broken down into 79% Full Time, 16% Part Time, and 5% Contract. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution, with an average salary of $52,298 per year, or $25.1 per hour.

Retirement Plan Sales Consultant

CBIZ, Inc.

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 26 days ago

CBIZ rating

8.1

Company rating: 8.1 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

12th of 23 rated bookkeepers and accountants

Job description


#LI-CM #LI-Hybrid
Responsibilities
We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions.
The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients.
Essential Functions and Primary Duties:
  • Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients.
  • Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
  • Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives.
  • Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards.
  • Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
  • Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
  • Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience.
  • Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance.
  • Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
  • Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.

Preferred Qualifications:
  • FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date).
  • 5+ years of experience in retirement plan sales, financial services, or a related field.
  • Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
  • Existing network of contacts within the business and institutional markets preferred.
  • Excellent presentation, negotiation, and relationship-building skills.
  • Self-motivated with the ability to work independently and meet sales goals.
  • Bachelor's degree in Finance, Business, or related field preferred.

Compensation & Benefits
  • Competitive base salary + uncapped commission structure
  • Comprehensive benefits package (health, dental, vision, 401(k), etc.)
  • Professional development support and industry training
  • Opportunity for career growth within a top 10 public accounting and financial services firm
  • Join our team and help businesses and institutions build strong financial futures for their employees.

Qualifications
Minimum Qualifications
  • High School Diploma or GED equivalent
  • Some relevant industry experience
  • Must obtain required licenses/credentials
  • Superior command of verbal, written, presentation, and negotiation skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Must be able to travel based on client and business needs

About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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