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Retirement Jobs in Appleton, WI (NOW HIRING)

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized ...

Primrose Retirement Communities

Cook

Appleton, WI · On-site

$18 - $20/hr

Primrose Retirement Communities began over 30 years ago with a simple mission - to honor our seniors by offering a variety of healthy, happy lifestyle options. By getting the right people on the team ...

Primrose Retirement Communities

Hospitality Aide

Appleton, WI · On-site

$12.75 - $15.75/hr

Primrose Retirement Communities began over 30 years ago with a simple mission - to honor our seniors by offering a variety of healthy, happy lifestyle options. By getting the right people on the team ...

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Showing results 1-20

All JobsRetirement JobsRetirement Jobs in Appleton, WI

Retirement information

See Appleton, WI salary details

$30.7K

$61.2K

$97.6K

How much do retirement jobs pay per year?

As of Aug 18, 2026, the average yearly pay for retirement in Appleton, WI is $61,159.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,900.00 and $64,400.00 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 Appleton, WI?

The most popular types of Retirement jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Retirement jobs?

Cities near Appleton, WI with the most Retirement job openings:

Retirement jobs near you
Infographic showing various Retirement job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 15% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $61,159 per year, or $29.4 per hour.

Retirement Plan Service Consultant

KerberRose S.C.

WI • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 18 days ago

Job description

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people-first philosophy values relationships with our team, clients, and communities.
KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations.
Responsibilities
• Lead and coordinate onboarding of new retirement plans
• Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors
• Coordinate ongoing service schedules with the 401(k) advisor
• Prepare for and follow up on client meetings
• Manage service workflows and track deliverables
• Support advisors with plan administration and client communication
• Troubleshoot client issues and coordinate resolutions
• Maintain accurate CRM records and documentation
• Identify process improvements to enhance service delivery
• Collaborate with internal teams to ensure consistent service
Requirements
• 5-10 years of experience in retirement plan services or administration
• Strong understanding of 401(k), 403(b), and retirement plans
• Experience working with recordkeepers, TPAs, and plan sponsors
• Strong organizational and project management skills
• Excellent communication skills
• Proficiency in Microsoft Office and CRM systems
• Professional designations (AIF®, CRPS®, QKA) preferred
Culture and Core Values
KerberRose offers a supportive and professional environment with a focus on growth and development. Our core values include Honesty, Integrity, Respect, Balanced Life, and Community Orientation.
Wellness at KerberRose
We offer a comprehensive benefits package including health, dental, vision, 401(k), and professional development opportunities.

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