Retirement Planners

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 183,420 personal financial advisers working in the United States.


Quick Facts
Duties Help people make financial plans for retirement
Alternate Title(s) Financial Planners, Personal Financial Advisers
Salary Range $25,000 to $100,000+
Employment Prospects Fair
Advancement Prospects Fair
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
Education and Training
  • Bachelor's Degree
Related School Subjects
  • Business
  • Economics
  • Mathematics
Experience Participating in an internship, co-op, or part-time job at a financial planning firm during college will be useful
Skills
  • Business Management
  • Financial
  • Interpersonal
Personality Traits
  • Helpful
  • Organized
  • Technical
Licensure/Certification Recommended
Special Requirements None
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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