Senior Retirement Advisor - Remote, 80 Clients, Partnership

CFP Board of Standards Inc.; United States; Remote; USD 170,000 - 350,000; Full time

Benefits offered by this job

Unlimited PTO

401(k) with 4% match

Health, Dental & Vision

Job summary

Thrive Retirement Specialists is seeking a senior Retirement Advisor who will serve as the primary client-facing advisor for retirement-planning households. The role emphasizes proactive planning, clear communication, and delivering comprehensive retirement income strategies.

You will maintain ETF portfolios, manage risk, and optimize tax outcomes while collaborating with a supportive team in a flexible, remote environment.

Qualifications

• CFP professional with 10+ years in personal financial planning.
• Strong knowledge of retirement income planning, risk management, tax planning, and investment management.
• Demonstrated experience leading client households as the primary advisor.
• Proven ability to develop, deepen, and retain long-term client relationships.
• Willingness to obtain the Retirement Management Advisor (RMA) designation.
• Autonomy with sound professional judgment and a client-first mindset.

Responsibilities

• Build and lead a client base of up to 80 retirement-planning households from lead to planning and reviews.
• Serve as the primary advisor throughout retirement with proactive planning and clear communication.
• Deliver comprehensive retirement income planning, risk management, tax planning, and investment management.
• Maintain low-cost ETF portfolios and income ladders; place trades as needed.
• Shape Thrive’s client experience and planning processes while collaborating with a team.

Skills

Client relationships

Retirement planning

Risk management

Tax planning

Investment management

Communication

Problem solving

Education

CFP certification

RMA designation

Tools

Schwab

Income Lab

Holistiplan

Zoom

Wealthbox CRM

Job description

Thrive Retirement Specialists is seeking a senior Retirement Advisor who will serve as the primary client-facing advisor for retirement-planning households. The role emphasizes proactive planning, clear communication, and delivering comprehensive retirement income strategies.

You will maintain ETF portfolios, manage risk, and optimize tax outcomes while collaborating with a supportive team in a flexible, remote environment.