Retirement Planners

Retirement Planner Works with Couple

Financial planners help people invest for the future. Retirement planners are financial planners who specialize in the financial needs and concerns of people planning for retirement. Some retirement planners work for corporations of all sizes; many others are self-employed. Retirement planners have diverse backgrounds in fields such as banking, accounting, law, and life insurance. There are approximately 249,400 personal financial advisers working in the United States.

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Quick Facts
Alternate Title(s) Financial Planners, Personal Financial Advisers
Duties Help people make financial plans for retirement
Salary Range $25,000 to $100,000+
Work Environment Primarily Indoors
Best Geographical Location(s) Opportunities are available throughout the country, but many planners are based in New York, California, and Florida
Minimum Education Level
  • Bachelor's Degree
School Subjects
  • Business
  • Economics
  • Mathematics
Experience Internship, co-op, or part-time job
Personality Traits
  • Helpful
  • Organized
  • Technical
  • Business Management
  • Financial
  • Interpersonal
Certification or Licensing Recommended
Special Requirements None
Employment Prospects Fair
Advancement Prospects Fair
Outlook Much Faster than the Average
Career Ladder
  • Teacher or Owner of Financial Planning Firm
  • Experienced Retirement Planner With a Large Client Base
  • Entry-Level Retirement Planner

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