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Senior Retirement Jobs (NOW HIRING)

Berger Financial Group

Senior Retirement Plan Analyst

$80K - $100K/yr

The Senior Retirement Plan Analyst serves as a key advisor to clients, specializing in defined contribution plan administration and strategic plan design. This role partners with business owners and ...

GuideStone

Senior Retirement Product Manager

Dallas, TX · On-site

$125.10K - $165.20K/yr

Job Summary The Senior Retirement Product Manager has responsibility for the product development and management of the Retirement product line, providing leadership and subject matter expertise ...

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Senior Retirement information

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$25K

$80.3K

$163.5K

How much do senior retirement jobs pay per year?

As of May 30, 2026, the average yearly pay for senior retirement in the United States is $80,287.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $103,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Senior Retirement Planner, and why are they important?

To thrive as a Senior Retirement Planner, you need expertise in financial planning, retirement strategies, and a relevant degree or certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, retirement calculators, and regulatory compliance systems is important for effective client service. Excellent interpersonal communication, empathy, and trust-building skills help you connect with clients and address their unique retirement goals. These skills are essential for developing personalized retirement plans that ensure clients' financial security and peace of mind.

What are some common challenges faced by Senior Retirement Advisors when helping clients plan for retirement?

Senior Retirement Advisors often encounter challenges such as navigating complex financial regulations, addressing clients' concerns about outliving their savings, and customizing retirement plans to fit diverse lifestyles and health needs. They must stay updated with changing pension laws, Social Security policies, and investment options. Advisors also frequently collaborate with accountants, estate planners, and healthcare professionals to create comprehensive retirement strategies that meet each client's unique goals.

What is a Senior Retirement professional?

A Senior Retirement professional is someone who specializes in helping individuals plan and manage their transition into retirement, especially focusing on the unique needs of seniors. They may provide guidance on financial planning, healthcare choices, lifestyle changes, and housing options for retirees. Their goal is to ensure that seniors have a comfortable, secure, and fulfilling retirement by addressing both financial and non-financial aspects of retired life.

What is the difference between Senior Retirement vs Retirement Counselor?

AspectSenior RetirementRetirement Counselor
Required CredentialsTypically requires experience in retirement planning, financial advising, or related certificationsRequires certifications like Certified Retirement Counselor (CRC) or financial advising credentials
Work EnvironmentOften in financial institutions, retirement planning firms, or corporate HR departmentsPrimarily in financial advisory firms, community centers, or independent consulting
Employer & Industry UsageUsed by financial services, insurance companies, and HR departmentsCommon in financial planning, counseling services, and retirement planning firms

Senior Retirement professionals focus on managing and planning retirement strategies, often with a financial background. Retirement Counselors provide personalized advice and guidance to individuals preparing for retirement, often holding specific certifications. While both roles involve retirement planning, Senior Retirement roles are more strategic and managerial, whereas Retirement Counselors focus on client interaction and personalized counseling.

More about Senior Retirement jobs
What cities are hiring for Senior Retirement jobs? Cities with the most Senior Retirement job openings:
What are the most commonly searched types of Retirement jobs? The most popular types of Retirement jobs are:
What states have the most Senior Retirement jobs? States with the most job openings for Senior Retirement jobs include:
What job categories do people searching Senior Retirement jobs look for? The top searched job categories for Senior Retirement jobs are:
Senior Retirement jobs near you
Infographic showing various Senior Retirement job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $80,287 per year, or $38.6 per hour.
Senior Retirement Plan Consultant

Senior Retirement Plan Consultant

FIRST MERCHANTS

Royal Oak, MI • Hybrid

$108.90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

First Merchants Bank rating

7.6

Company rating: 7.6 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

80th of 141 rated banks

Job description

First Merchants Bank is seeking a Senior Retirement Plan Consultant to join our team! This position serves as a trusted advisor to employers, helping them design, manage, and improve their retirement plans while supporting strong governance and better outcomes for employees. This role combines technical retirement plan expertise with relationship management, strategic consulting, and a focus on longterm financial wellbeing in the workplace. The consultant partners closely with plan sponsors and retirement committees to provide guidance across plan design, investments, fiduciary responsibilities, and participant experience. This is a hybrid opportunity offering a mix of work from home as well as in office days at one of our regional headquarters.

As part of this role, you will:

  • Lead strategic discussions with plan sponsors around plan design, regulatory trends, and longterm plan objectives.
  • Develop and implement participant education and communication strategies tailored to workforce needs.
  • Serve as a primary advisory resource for the organization’s largest retirement plans, ensuring consistent and highquality service.
  • Partner with internal teams to enhance service delivery, advisor development, and continued growth of the Workplace Wealth practice. Managing a book of retirement plan investment advisory business.
  • Mentor and support advisors, sharing best practices and helping strengthen overall team expertise.
  • Conduct regular review meetings with new and existing clients.
  • Develop/enhance referral process from Bank associates to Workplace Wealth.
  • Generate referrals from the Bank by being visible in offices, developing partnerships with Bank personnel and training Bank associates to ask probing questions of clients who fit a corporate retirement plan profile.
  • Develop and strengthen lead generation from other Centers of Influence.
  • Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.

To be successful in this position, we require the following:

  • Associate's degree in business, accounting, or related field of study. 
  • A minimum of five (5) years' experience working/consulting with Plan Sponsors.

The following would be a plus: 

  • Strong ERISA knowledge
  • Series 6 or 7, Series 66 and insurance licenses

First Merchants offers the following:

  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

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