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Retirement Jobs in Wisconsin (NOW HIRING)

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All JobsRetirement JobsRetirement Jobs in Wisconsin

Retirement information

See Wisconsin salary details

$31.8K

$63.3K

$100.9K

How much do retirement jobs pay per year?

As of Aug 17, 2026, the average yearly pay for retirement in Wisconsin is $63,266.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,400.00 and $66,600.00 per year, depending on experience, location, and employer.

What are retirement jobs?

Retirement jobs are employment opportunities that individuals pursue after reaching the traditional age of retirement, often to stay active, supplement their income, or explore new interests. These jobs can be part-time, flexible, or seasonal, and may be in fields that the individual is passionate about or wants to try for the first time. Common retirement jobs include consulting, tutoring, retail work, volunteering, and freelance roles. Many retirees choose these positions for social engagement, mental stimulation, and additional financial security.

What are the key skills and qualifications needed to thrive as a retirement planner, and why are they important?

To thrive as a Retirement Planner, you need a strong understanding of financial planning, investment strategies, and retirement regulations, often supported by a degree in finance or a related field and certifications like CFP or ChFC. Proficiency with financial planning software, portfolio management tools, and tax planning systems is essential. Excellent communication, empathy, and problem-solving skills help build trust and tailor plans to clients’ unique needs. These skills ensure clients receive sound, personalized guidance for achieving their retirement goals and long-term financial security.

What challenges might a retirement planner face when helping clients prepare for retirement?

Retirement Planners often encounter challenges such as addressing clients’ unrealistic expectations about retirement savings, navigating complex tax and investment regulations, and helping clients adapt to unexpected life changes. Building trust and communicating effectively are critical, as clients may have concerns about outliving their savings or making the right investment choices. Retirement Planners must stay current with industry trends and regulations to provide sound advice, and they frequently collaborate with other financial professionals to ensure a comprehensive retirement strategy.

What is the difference between Retirement vs Pension Specialist?

AspectRetirementPension Specialist
CredentialsVaries; often includes financial or retirement planning certificationsTypically requires financial, actuarial, or pension-specific certifications
Work EnvironmentFinancial planning firms, retirement communities, or HR departmentsInsurance companies, pension funds, or consulting firms
Industry UsageBroadly used in personal finance and HR contextsSpecialized in pension plan management and consulting
Common Search/ComparisonRetirement vs Pension Specialist

While both roles relate to retirement planning, a Retirement professional offers broader financial advice for retirement, whereas a Pension Specialist focuses specifically on pension plan management and consulting. The Pension Specialist often has specialized certifications and works within pension funds or insurance companies, making their role more niche compared to the general retirement planning services provided by Retirement professionals.

What are the most commonly searched types of Retirement jobs in Wisconsin?

The most popular types of Retirement jobs in Wisconsin are:

What cities in Wisconsin are hiring for Retirement jobs?

Cities in Wisconsin with the most Retirement job openings:

Retirement jobs near you
Infographic showing various Retirement job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,266 per year, or $30.4 per hour.

Tax-Retirement Analyst III

UMB Financial Corporation

Milwaukee, WI • On-site

$51K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 14 days ago

Job description

The UMB Registered Fund team, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients.
As the Tax-Retirement Analyst III, you will assist in training and act as mentor for associates in Tax and Retirement Analyst I and II positions. You will review the work of Tax and Retirement Analyst I associates for accuracy and completeness while providing constructive feedback and represent the Tax Department within the transfer agency on conversions, fund startups and regulatory projects.
How you will spend your time:
  • Monitor and resolve exception items to ensure resolution within acceptable time frames
  • Document/review workflow and procedures
  • Manage and resolve year-end tax reporting deadlines, including the preparation of forms 1042/945 for fund clients, and shareholder 1099 and 1042 S preparation/filings
  • Process adjustments to cost basis reporting related to the 1099 and corrections process
  • Manage the annual fund reclassification processes
  • Lead the team in streamlining reporting and withholding processes as well as remediation tasks
  • Manage outside vendor relationships
  • Review invoices received from outside vendors and reconcile back to tax form production
  • Lead projects which include designing and testing of new systems and programs, the converting or de-converting of clients
  • Ability to partner with other departments
  • Ability to manage and maintain partnerships with outside vendors as it relates to tax form processing
  • Act as back up to department manager

We're excited to talk with you if:
  • Bachelor's Degree
  • Financial services industry experience in either an Operations or Tax related capacity.
  • Knowledge of mutual funds and alternative investments products as related to 1099 reporting
  • Knowledge of IRA transaction processing and Federal and State withholding rules, or 1099 reporting requirements including cost basis calculations
  • Knowledge of mutual funds and alternative investments products as related to 1099 reporting

Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$62,310 - $90,760
US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$56,890 - $83,080
US Employees in all other states not listed above:
$51,480 - $75,410
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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