Senior Financial Planner

RetireSimply®; Town of Texas (WI); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Base salary + commissions

Job summary

Retire Simply, a Fort Worth-based retirement planning firm, is hiring a Senior Financial Planner to deliver written retirement plans for pre-retirees and retirees. You will meet with clients, present comprehensive plans, and work with a back-office staff to ensure smooth onboarding and ongoing reviews.

The role offers Base Salary plus Commissions and a path to lead advisor as the Fort Worth office grows. Experience with annuities and holistic planning is valued, with a strong emphasis on

Qualifications

• Active Life & Health insurance license is required.
• Active Series 65 or 66 is required.
• Proven retirement planning experience with client-facing plan presentations.
• Experience in an appointment-driven or inbound-lead environment.

Responsibilities

• Lead discovery and planning meetings with clients.
• Build and present written retirement plans covering income, investments, and protection.
• Maintain a consistent planning, follow-up, and review process.
• Partner with service and operations for a smooth onboarding through reviews.
• Grow into a lead advisor role as the Fort Worth office expands.

Skills

Client-facing

Written plans

Planning & analysis

Appointment management

Education

Life & Health Insurance license

Series 65 or 66 certification

CFP designation (preferred)

Job description

If you're a retirement-planning advisor who wants more time in client meetings and less time chasing your next appointment, this role was built for you.

About Retire Simply

Retire Simply is a DFW-area retirement planning firm built around helping people make confident decisions through a written, documented process — retirement income, investments, protection, and legacy planning for clients who want clarity, not product noise. That gives you a repeatable structure for advice delivery instead of reinventing the process for every household.

We're hiring a Senior Financial Planner in Fort Worth to deliver written retirement plans for pre-retirees and retirees. You'll step into qualified, scheduled appointments generated by an active marketing operation, backed by service and operations support that keeps implementation moving after the recommendation is made.

Compensation: Base Salary + Commissions

What you'll do

• Lead discovery and planning meetings with clients, typically ages 50–75
• Build and present written plans covering income, investments, and protection
• Maintain a consistent planning, follow-up, and review process
• Partner with service and operations for a smooth experience from onboarding through reviews
• Grow into a lead advisor role as the Fort Worth office expands

Required

• Active Life & Health insurance license
• Active Series 65 or 66
• Prior success in retirement planning and client-facing plan presentationComfort incorporating annuities and insurance within a holistic planning process
• Experience in an appointment-driven or inbound-lead environment

Preferred

• CFP® designation or current pursuit

If you're ready for a role where the calendar is supported, the process is defined, and your upside grows with the office —.