Careers

Retirement Resources is looking for people to join the team who are as excited as we are to empower retirees to experience their dreams. Our independent financial advisory firm services include comprehensive planning in income, investments, taxes, legacy, and health care. If you are inspired by the freedom to dream big in retirement, we encourage those with relevant experience to apply.

Open Positions

New Business Specialist

The New Business Specialist is responsible for owning and executing the firm’s new business process from commitment through completion. This role ensures that every new client experiences a smooth, high-speed, and high-follow-through onboarding process that reflects Retirement Resources’ commitment to leadership, clarity, and care.

This position is ideal for a detail-oriented, process-driven professional who thrives behind the scenes, takes pride in precision, and understands that exceptional operations are a powerful form of client leadership. The New Business Specialist serves as a trusted liaison between advisors, clients, custodians, and carriers—making complexity feel simple and reinforcing that clients made the right decision choosing Retirement Resources.

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Apply To Work With Our Team

If you feel you’d be a good fit for our team, apply for one of our open positions to start investing in your future with Retirement Resources.