Senior Financial Planner

RetireSimply®; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Base Salary + Commissions

Job summary

Retire Simply in Fort Worth, TX is seeking a Senior Financial Planner to deliver written retirement plans for pre-retirees and retirees. You will join an active marketing operation with scheduled appointments and strong support to move from recommendation to implementation.

The role offers base salary plus commissions, with opportunities to grow into a lead advisor as the Fort Worth office expands. A holistic planning approach is essential for client success.

Qualifications

• Active Life & Health license is required.
• Active Series 65 or 66 is required.
• Proven retirement planning experience with client-facing presentations.
• Comfort using annuities and insurance within holistic planning.
• Experience in appointment-driven or inbound-lead environments.

Responsibilities

• 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 onboarding through reviews.
• Grow into a lead advisor role as the Fort Worth office expands.

Skills

Life & Health license

Series 65/66

Retirement planning

Client-facing presentation

Education

CFP designation in progress

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 presentation
• Comfort incorporating annuities and insurance within a holistic planning process
• Experience in an appointment-driven or inbound-lead environment

Preferred

• CFP® designation or current pursuit