Retirement Planner
Impact: Client-facing
Manage financial assets, provide strategic investment advice, and develop comprehensive financial plans for individuals or organizations. This role requires deep market knowledge, analytical acumen, and a commitment to client success.
What the day looks like
- People interaction
- Moderate
- Team vs solo
- Team: 36%, Solo: 64%
- Client facing
- Sometimes
- Impact visibility
- Moderate
- Travel
- 40% travel
- Schedule flexibility
- Moderate
- Remote work
- Hybrid
- Typical work hours
- 60
- Stress level
- Moderate
At a glance
- Median salary
- $100,169
- Entry-level
- $55,127
- Senior
- $177,062
- Growth by 2033
- 23.5%
- Demand
- Stable
- Freelance potential
- Very Low
- Salary growth potential
- 5.7%
- Typical student debt
- $78,252 to $101,296
Skills you'll use
Hard skills
- Investment Management
- Data Analysis
- Regulatory Compliance
Soft skills
- Collaboration
- Critical Thinking
- Negotiation
Technical complexity: Moderate
How to get there
- Minimum education
- Bachelor's Degree
- Licensing
- Varies by State
- Years to mid-career
- 5 to 9 years
- Years to senior
- 12 to 17 years
- Career switching
- Very Hard
Where this career leads
How people arrive here
Where you can go from here
Typical progression
- Advance through specialized roles, partnership tracks, or senior management positions. Opportunities for leadership and mentorship are common.
Future outlook
- Automation probability
- 14.4%
- AI disruption risk
- Very Low
- Demand trend
- Stable
How people feel about it
- Overall satisfaction
- 6.6/10
- Meaning
- 7.5/10
- Work-life balance
- 5.1/10
- Prestige
- 6.4/10
- Social perception
- Very High