Retirement Planning

Retirement Planning Finance Jobs

137 jobs found

3d ago

Financial Services Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. Baton Rouge, LA

Baton Rouge, LA

3d ago

$74k - $130k/yr Full time Advisor Benefits Administration Business Development

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Job Description

New York Life Insurance Company & NYLIFE Securitiess, LLC. is seeking a dedicated Financial Services Professional to deliver client-focused guidance, support insurance and retirement planning, and drive new business through outside sales activities.

Responsibilities

Build and maintain client relationships through effective communication and strong customer service
Review clients’ financial situations and develop tailored solutions aligned to their needs
Support clients with benefits administration, insurance sales, and retirement planning
Perform outside sales activities to expand the client base and promote financial products
Work with team members to improve service delivery and increase client satisfaction
Provide warm, professional service for onboarding new clients and maintaining existing clients, including booking appointments, responding to inquiries, addressing insurance eligibility, and answering questions related to insurance policies, billing, and claim submissions
Assess new customer insurance needs by identifying risk, goals, current coverage, and financial situation through scheduled meetings to ensure a personalized experience
Grow new business by generating prospective customers and promoting insurance products via networking, referrals, and other marketing strategies
Maintain databases, records, and bookkeeping; keep paperwork up to date

Requirements

Proven experience in retail sales or outside sales, with demonstrated ability to close deals
Strong negotiation skills and ability to advocate effectively for clients
Analytical capability to evaluate financial data and formulate strategic recommendations
Exceptional customer service skills to ensure a positive client experience
Ability to work independently and collaboratively in a fast-paced environment
Self-discipline
Confidence
Resilience
Persistence
Determination
Sales experience details: How many years of sales experience do you have?
Lead generation experience: Do you have experience with lead generation?
Bachelor’s degree (preferred)

Compensation & Employment Details

Job type: Full-time
Salary: USD 74,000 - 130,000 per year
Pay: $74,000.00 - $130,000.00 per year
Work location: In person
Ability to commute: Baton Rouge, LA 70808 (Required)

Benefits

401(k)
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Vision insurance

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8d ago

Wealth Management Junior Financial Advisor

Northwestern Mutual New York, NY

New York, NY

8d ago

$85k - $85k/yr Full time Advisor Client Relations Client Service

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Job Description

The Wealth Management Junior Financial Advisor position at Northwestern Mutual is a hands-on role designed to connect client service and planning support with progressive advisor responsibilities. This full-time opportunity is primarily based in-office in New York City or Miami, with some flexibility for remote work as appropriate.

Role Overview

In this bridge role, you will start with client service, financial planning assistance, and account administration, then gradually move toward greater ownership of client relationships and independent client meetings. The position is structured to progress from a Client Service Associate toward a Junior Financial Advisor, with the long-term objective of advancing into a Lead Advisor capacity.

Location and Schedule

Office locations: New York City (875 Third Avenue, New York, NY) or Miami (Brickell area, Miami, FL)
Work setup: Primarily in-office/hybrid with some remote flexibility
Availability: Monday through Friday, 8:30 AM to 6:30 PM Eastern Time

Compensation

Base salary: USD 85,000 per year
Quarterly bonus potential: up to 10% of base salary per quarter, based on client service execution, individual performance, and business development

Key Responsibilities

Participate in client calls and meetings, and capture detailed, actionable notes
Prepare for client review meetings and financial planning discussions
Review and update retirement projections and financial planning models using information gathered from client meetings
Assist with identifying planning opportunities and determining appropriate next steps
Open and maintain investment and advisory accounts
Process transfers, rollovers, and other asset movements
Coordinate ongoing client service requests and manage follow-ups and review-related items
Communicate directly with clients regarding outstanding items, account activity, planning needs, and next steps
Maintain organized client files, workflows, and action items
Coordinate with the investment team on account implementation and portfolio-related requests
Develop an understanding of the rationale behind investment and financial planning recommendations
Identify unresolved issues, planning opportunities, and client needs proactively
Follow through on action items until completion
Gradually take greater ownership of client relationships, including independent outreach as experience grows
Support Lead Advisors in preparing for and conducting client meetings
Develop toward independently leading client meetings and presenting recommendations
Assist in identifying additional planning and business development opportunities within existing client relationships
Eventually manage designated client relationships directly

Required and Preferred Qualifications

Education: Bachelor’s degree required (preferably in finance, economics, business, or a related field)
Experience: minimum 5 years (financial services, wealth management, or a closely related field preferred)
Licenses/Exams: SIE required
Life & Health Insurance license: preferred, or ability to obtain within 30 days of hire
FINRA Series: Series 7 and Series 66, or Series 63/65, preferred
Client experience: experience working directly with clients strongly preferred
Planning and compliance knowledge: strong understanding of financial planning, retirement planning, investments, regulations, compliance requirements, and industry best practices
Communication and organization: strong written and verbal communication, attention to detail, and ability to manage multiple priorities and workflows independently
Advisory mindset: ability to understand and explain the rationale behind recommendations rather than focusing only on transactions
Systems: proficient with Microsoft Office, including Word and Excel; ability to learn CRM systems, financial planning software, clearing-firm systems, and other financial technology platforms
Northwestern Mutual experience: a plus; candidates with Northwestern Mutual experience and the SIE will be given priority

Technology and Tools

Microsoft Office (Word and Excel)
CRM systems
Financial planning software
Clearing-firm systems
Other financial technology platforms

Benefits and Professional Support

Health and dental insurance available through the Northwestern Mutual platform
Paid time off, vacation, and sick time
Retirement plan available through the Northwestern Mutual platform
Long-term and short-term disability insurance
FINRA licensing, coursework, and continuing education support

Career Path

Client Service Associate → Junior Financial Advisor → Lead Advisor
Initially focused on client service, financial planning support, account implementation, and follow-up responsibility
Progresses as technical knowledge, judgment, communication skills, and independent client relationship management develop
Long-term objective includes independently managing client relationships, leading meetings, making recommendations, identifying planning opportunities, and contributing to practice growth

Additional Hiring Notes

This is a full-time role primarily in-office and may be based in either the New York City or Miami office
Work is expected to be mostly from the office, with some appropriate flexibility for remote work

What the Role Emphasizes in Candidate Fit

Northwestern Mutual is specifically seeking candidates who can demonstrate hands-on experience. You should be prepared to discuss specific examples related to:

Client relationships you have personally supported or managed
Financial or retirement plans you helped develop
Investment recommendations you participated in or presented
Client meetings you participated in or led
Complex client situations or problems you helped resolve
Processes or workflows you independently owned
Opportunities you identified without being directed
Client follow-up and relationship management responsibilities you personally handled
Business development opportunities you identified or helped execute

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30d ago

Financial Advisor

Covenant Wealth Advisors Henrico, VA

Henrico, VA

30d ago Closed

$110k - $168k/yr Full time Advisor Client Relations Financial Advisor

This position is no longer accepting applications (closed Sep 26, 2026).

Job Description

Covenant Wealth Advisors is building long-term retirement income teams for families in transition. In this hybrid role in Henrico, VA, you will serve as a primary advisor for clients age 50+, focused on retirement income planning, tax strategy, and investment management. Qualified families are booked directly onto your calendar, and you support them for the next twenty years.

If you value structured planning, collaboration with specialists, and a career centered on client relationships, this position is designed for that. You will also have clear capacity planning and staffing to match it, so your schedule stays manageable as your book grows.

Compensation and schedule

Base salary: $110,000 to $167,500 per year, depending on experience and the revenue you may currently manage.
Bonus: Quarterly revenue-sharing bonus tied to firm growth, generally 10% to 15% of base salary.
401(k): 4% employer match.
Hybrid schedule: four days in the Richmond office, one day remote.
Year one vs. year five: In year one, about half your time is meeting new families and half is serving them. As your book fills, that balance shifts. At full capacity (approximately 100 to 115 households), most of your week is spent with clients you know well, supported by associate advisors and a service team.

What you will do

Act as the primary advisor for client families, including retirement income planning, Roth conversion analysis, Social Security timing, tax optimization, investment management, and estate coordination.
Meet with pre-qualified prospects from the firm’s marketing and referral network, understand their goals, and determine fit.
Collaborate with the firm’s in-house CPA, EA, associate advisors, and paraplanners on complex situations, with structured support so you are not working alone.
Contribute to improving processes, client experience, and outcomes.

Tools and platform support

Work with MoneyGuide Pro, Holistiplan, Tamarac, Wealthbox, YCharts, and Schwab and Fidelity custody.

Qualifications

Active CFP® certification in good standing.
3+ years advising affluent clients on comprehensive financial planning and investment management.
Deep working knowledge of retirement income planning for households with $1 million to $10 million+ invested.
Ability to explain an evidence-based investment approach and defend it in a bear market.
Strong communication: you listen before advising, write clearly, and build trust through competence.

Benefits

Health, Vision, and Dental insurance
Paid parental and maternity leave and dependent care FSA
Generous PTO
Professional development budget and ongoing training
Charitable gift matching
Future qualification for a unit appreciation plan where you benefit from the growth of the company

Helpful, not required

CPA, ChFC, EA, or CFA
Prior experience at a fee-only RIA
Experience with MoneyGuide Pro, Holistiplan, Tamarac, or Wealthbox

Hiring process

Apply with a resume and a short note on why this role, not just any advisor role.
30-minute introductory call and short assessment.
Conversation with the CEO and Lead Advisor(s).
Half-day onsite in Richmond, including time with the team you would work with.
References and offer.

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1mo ago

Financial Planner

Hoxton Planning & Management LLC Shepherdstown, WV

Shepherdstown, WV

1mo ago Closed

$75k - $150k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Sep 13, 2026).

Job Description

Hoxton Planning & Management LLC is seeking a Certified Financial Planner(R) professional to deliver comprehensive financial planning and guidance for clients in Shepherdstown, WV.

Responsibilities

Build personalized financial plans covering investment management, estate planning, risk management, tax strategies, and retirement solutions.
Perform financial analysis and research to evaluate investment opportunities aligned with client objectives.
Provide ongoing client relationship management through regular communication, market trend updates, and plan revisions as needed.
Maintain current knowledge of financial regulations, market developments, and new financial software tools to strengthen service delivery.
Collaborate with cross-functional partners to support clients across areas such as cash management and portfolio management.

Requirements

Proven experience practicing in the securities industry with a strong command of financial concepts and industry regulations.
Expertise in wealth management, investment advisory services, and financial analysis techniques.
Strong client relationship skills, including the ability to explain complex financial concepts clearly.
Familiarity with financial research and software tools used in the industry, including eMoney.
Certifications required: Certified Financial Planner(R) and Series 65 license.
Ability to analyze financial markets and develop compliant investment solutions tailored to client needs.

Technologies

eMoney

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance

Job Summary

Role focuses on comprehensive planning and expert advice to help clients work toward their financial goals.
Develop tailored financial strategies and provide investment guidance to keep clients informed about options.
Use expertise in estate planning, risk management, tax strategies, and wealth management to deliver exceptional service.
This is not a sales position.

Compensation

Pay: $75,000.00 - $150,000.00 per year

Work Location

In person in Shepherdstown, WV

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2mo ago

Financial Planning Manager

Ameritas Lincoln, NE

Lincoln, NE

2mo ago Closed

$71k - $178k/yr Full time Manager Advisor Cash Flow Planning

This position is no longer accepting applications (closed Aug 17, 2026).

Job Description

Join a leading financial services team in a hybrid role based in Lincoln, Nebraska. In this Financial Planning Manager position, you will steer the Financial Planning desk, mentor interns and the planner, and collaborate with senior planners to develop advanced planning cases across business, retirement, estate, charitable and tax planning. The role offers a competitive salary range of USD 71,000 to 178,000 per year, along with a robust benefits package and a culture centered on collaboration, growth, and service excellence.

Benefits

401(k) Retirement Plan with company match and quarterly contributions
Tuition reimbursement and assistance
Incentive program bonuses
Competitive pay
Flexible hybrid work arrangement
Thrive Days personal time off
PTO
Medical, dental and vision insurance
Health Savings Account with employer contribution
Well being programs with financial rewards
Employee assistance program
Professional development programs and leadership development programs
Employee resource groups
StrengthsFinder program
Matching donations program
Paid volunteer time 8 hours per month
Generous paid maternity and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support

Responsibilities

Lead and develop the financial planning interns and oversee the financial planner, guiding readiness for professional roles after graduation
Oversee data gathering and entry into financial planning software such as eMoney, MoneyGuide and RightCapital
Assist in building and reviewing plans covering cash flow, insurance, retirement, tax strategies, estate and charitable considerations toward long term goals
Ensure accuracy and quality of plan outputs, charts and scenario analyses during reviews with financial professionals
Collaborate with senior planners to increase adoption of financial planning within advisor practices
Provide case design consultation to field partners and home office on insurance, annuities, retirement strategies, estate, charitable and business planning
Assist in advanced case presentations and provide technical expertise on product strategies
Track opportunities and maintain accurate case notes in SalesForce throughout the sales cycle
Monitor workflow efficiency and recommend process improvements to enhance service delivery
Coordinate with internal teams to ensure planning strategies align with regulatory and company guidelines

Requirements

Bachelor's Degree or equivalent experience
4 to 7 years of experience in financial planning, advanced planning, or insurance sales
Strong knowledge of retirement, estate, charitable, business and financial planning strategies
FINRA Series 6 or 7 and Series 65 or 66 required
Proficiency in financial planning and illustration software
Strong analytical, communication and leadership skills
Travel 10 to 15 percent as needed

Technologies

eMoney
MoneyGuide
RightCapital
SalesForce

Application details

This position will be open for a minimum of 3 business days or until filled. This role is not open to individuals who are temporarily authorized to work in the United States.

Pay transparency

Ameritas commits to fair and transparent compensation. Sharing salary ranges in job postings reflects our dedication to equitable pay practices.

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2mo ago

Senior Financial Planner

EP Wealth Advisors, LLC Remote 🌍 Remote

Remote

2mo ago Closed

$90k - $120k/yr Full time Senior Advisor Client Relations

This position is no longer accepting applications (closed Aug 15, 2026).

Job Description

EP Wealth Advisors, LLC offers a remote Senior Financial Planner role designed for the Pacific Time Zone, with a competitive base salary range of $90,000 to $120,000 per year. The position supports a flexible work schedule and a comprehensive benefits package that prioritizes health, financial wellbeing, and ongoing professional development. You will nurture client relationships, guide planning processes, and contribute to expanding the firm’s wealth management offerings from a collaborative, growth-minded environment.

As a key member of the team, you will work closely with advisors on clients with assets under management of 2 million dollars or more, and consult with the Financial Planning Manager for higher asset levels and more complex plans. The role emphasizes mentorship, knowledge sharing, and contributions to improving systems and client outcomes across a remote, time-zone aligned workflow.

Responsibilities

Collaborate with advisors on clients with assets under management of $2 million or more.
Consult with the Financial Planning Manager for clients with $5 million or more and more complex financial plans.
Lead the creation of detailed, customized financial plans covering tax, retirement, estate, investments, and related areas.
Review client data, present plans to clients, and assist in preparing action plans based on recommendations.
Assist in implementing financial strategies and tracking progress.
Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings.
Ensure all deliverables are accurate and timely.
Collaborate with other team members and departments to improve systems, workflows, and processes that enhance client satisfaction and service excellence.
Mentor Financial Planning Associates and Financial Planning Interns in planning processes and firm culture, under the Financial Planning Manager.
Organize and maintain client documents, ensuring proper upload to systems and databases.
Maintain and troubleshoot connections for client personal financial websites.
Collaborate on mergers and acquisitions efforts, including staff training and integration.
Continuously research financial trends, optimization opportunities, and market changes to keep offerings competitive.
Participate in ongoing professional development, from onboarding to department training and continuing education opportunities.
Pursue additional financial planning designations or certifications aligned with career goals and firm needs.
Stay informed on legislative changes and educate the firm on potential impacts.
Evaluate and implement updates to financial planning tools and software to maintain efficiency.
Lead or participate in developing new service offerings tailored to the regional client base.
Lead client seminars and local events to build relationships and provide education.
Support meetings to implement financial strategies for clients.
Collaborate with local Centers of Influence to implement action plans and ensure strong client satisfaction.

Requirements

Certification: Certified Financial Planner designation.
Experience: 3-7 years in financial services or a related field, focused on financial planning.
Technical Skills: Proficiency with financial planning software and ability to learn new systems; familiarity with Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com.
Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
Communication Skills: Excellent written and verbal communication, with the ability to present complex strategies clearly.
Interpersonal Skills: Proven ability to collaborate within a team and build relationships.
Independent Worker: Capable of managing multiple tasks and deadlines with minimal supervision.
Attention to Detail: Meticulous in financial planning processes and documentation.
Problem-Solving: Able to address challenges promptly to maintain client satisfaction and workflow.
Education: Bachelor's degree required.

Technologies

Zoom
Microsoft Teams
Office Suite
Tamarac
eMoney
Money Guide Pro
Social Security Analyzer
Advisys
Zilculator
Holistiplan
Planner CS
Monday.com

Benefits

11 Paid Holidays
3 Weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program

Compensation

Base range: USD 90,000 - 120,000 per year

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2mo ago

Senior Paraplanner/ Senior Financial Planner

Team Architects Mechanicsburg, PA

Mechanicsburg, PA

2mo ago Closed

$80k - $110k/yr Full time Senior Advisor Analytical Skills

This position is no longer accepting applications (closed Aug 5, 2026).

Job Description

Experienced financial planning professional to step into a Senior Paraplanner role, building comprehensive financial plans from start to finish, supporting advisors with deadline-driven deliverables, and mentoring two junior planners.

Location: Mechanicsburg, PA (onsite)

Salary: USD 80,000 - 110,000 per yearly

Responsibilities

Develop and maintain integrated financial plans across investments, retirement, tax strategy, and cash flow modeling
Produce client deliverables on a defined production cadence, ensuring plans reach clients 1–2 weeks before advisor meetings
Assist advisors with pre-meeting preparation and post-meeting follow-ups, including plan refinements and client communications
Proactively identify planning opportunities that genuinely benefit the client beyond the obvious needs
Coach and guide two junior case consultants, reviewing their work and accelerating their development
Maintain accurate client records across CRM, planning platforms, and portfolio systems
Collaborate with the team on process improvements, contributing ideas that are acted on

Requirements

3–5 years in financial services, with 2–4 years in a financial planning or paraplanning role
Deep working knowledge of retirement planning, investments, taxation, Social Security, account registrations (IRAs, Roth IRAs, 401(k)s, pensions), and cash flow analysis
Ability to think holistically about how all pieces of a client’s financial life connect
Advanced Excel skills and proficiency with Microsoft Office Suite (Outlook, Word, OneDrive)
Exceptional attention to detail and the ability to manage multiple plans under deadline pressure
Clear, professional written and verbal communication
Team-first mindset with a genuine interest in helping others grow
Candidates must be authorized to work in the United States on a permanent basis

Technologies

RightCapital
Morningstar
eMoney
Advisor360
Envestnet
Microsoft Excel
Microsoft Office Suite (Outlook, Word, OneDrive)

Benefits

Base salary: USD 80,000–110,000 depending on experience
Quarterly team performance bonus when firm goals are met
Year-end individual performance bonus potential
Comprehensive benefits including Health, Life, Disability, Dental, and Vision insurance
401(k) with Safe Harbor employer match
Paid time off and holidays
Professional development and continuing education support