Retirement Plan Advisor

Also called: 401(k) Advisor

Helps companies design and run their 401(k) plans and educates employees about saving.

A day in the life

You meet a company's HR team to compare 401(k) fund fees, then give a lunch talk to 80 employees on why to start saving early.

Pay over a career

Starting
$70k
Typical
$120k
High
$280k

Approximate: anchored on Bureau of Labor Statistics data for a broader job group.

Training

Bachelor's degree (4-year), about 6 years after high school. Bachelor's; CFP, CPFA or similar plus FINRA licenses.

Ways in: 4-year college, Certification. Training cost: $15k – $60k.

Majors to look at: Finance, Financial Planning.

Outlook

Growing about average. Growing with new state retirement plan rules.

Will it last? Our AI estimate

Medium risk for 10 years. Recordkeeper software and AI handle plan admin and employee FAQs; advising employers and running group meetings stays human.

Start now, in high school

Classes: Personal finance, Speech, AP Statistics, Economics.

Official data: O*NET occupation 13-2052.

More Financial Planning & Advising careers

Career Universe is an early version. Pay, training and AI-risk figures are estimates to start your own research, not verified facts. The research was written with AI research assistants, checked by validation scripts and spot-checked by hand. Check anything important with schools, employers and official sources. How the numbers work.