Retirement Planning Advisor - Growth & Client Impact

Retirement Capital; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k)

Comprehensive health benefits

Paid time off and holidays

Qualified appointment flow

Job summary

Retirement Capital is seeking early-career advisors who want more client impact and clearer growth. You’ll join a team-focused, virtual RIA with coaching, operational support, and retirement-focused opportunities.

The role emphasizes advisory conversations, planning, and client-centric solutions, with a path toward stronger client-facing capabilities. Expect to grow into 8–12 new initial appointments weekly as you ramp, with a strong base and upside potential.

Qualifications

• 1–4 years of experience in financial services, insurance, planning, client service, or advisory sales.
• Active Series 65, CFP®, or Series 66 + Series 7 combination, or ability to have required licensing active by start date.
• Active Life & Health insurance license, or ability to obtain before start date.
• Strong consultative communication skills.
• Comfort working with pre-retirees, retirees, and retirement-age clients.
• Willingness to operate in a compliant, fiduciary-first environment.

Responsibilities

• Lead and/or co-lead retirement-focused planning conversations.
• Conduct qualified initial appointments and follow-up meetings.
• Build confidence presenting retirement income, investment, and insurance-based solutions.
• Recommend annuity strategies when appropriate and in the client’s best interest.
• Follow a compliant, fiduciary-first planning process.
• Partner closely with onboarding, operations, planning, and client service teams.
• Help clients understand their options in a way that is clear and empowering.
• Grow into handling approximately 8–12 new initial appointments per week as you ramp.
• Becoming excellent at advising, guiding, and helping the right clients take action.

Skills

Strong consultative communication

Client service mindset

Coachable

Growth mindset

Team collaboration

Education

Series 65

CFP® or Series 66 + Series 7

Life & Health insurance license

Job description

Retirement Capital is seeking early-career advisors who want more client impact and clearer growth. You’ll join a team-focused, virtual RIA with coaching, operational support, and retirement-focused opportunities.

The role emphasizes advisory conversations, planning, and client-centric solutions, with a path toward stronger client-facing capabilities. Expect to grow into 8–12 new initial appointments weekly as you ramp, with a strong base and upside potential.