Retirement Specialist

Writing a great retirement specialist resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own retirement specialist resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the retirement specialist job you're after.

Resume samples

Shajuan Kolarik | (118) 144-4571 | Portland, OR



Retirement Specialist at Fidelity Investments, ORMay 2022 - Present

  • Negotiated and created retirement plans for employees of a major corporation, saving the company an estimated $1 million annually.
  • Assisted in developing a new retirement plan that resulted in increased participation by 30%.
  • Reviewed and analyzed 100+ employee benefits packages to recommend changes that would save the company money while still providing adequate coverage.
  • Led educational seminars on various aspects of financial planning, including retirement planning, budgeting, and investing. These seminars reached over 300 employees total.
  • Successfully converted manual payroll processes into an automated system resulting in more accurate paychecks with less processing time.

Retirement Specialist II at Vanguard, ORAug 2020 - Apr 2022

  • Successfully processed retirements for 100+ employees per month.
  • Maintained a 99% accuracy rating in retirement processing.
  • Achieved a 95% satisfaction rating from customers regarding the quality of service received.
  • Completed all required training courses within 6 months of hire date.
  • Received positive feedback from supervisor on job performance.

Retirement Specialist III at Charles Schwab, ORJul 2015 - Jul 2020

  • Led a team of retirement specialists in providing support to over 1,200 employees across 5 states.
  • Implemented a new software system that increased efficiency by 30%.
  • Negotiated and secured discounts with vendors that saved the company $100,000 annually.
  • Created and presented educational seminars on various aspects of retirement planning to groups of up to 100 employees.
  • Analyzed data and prepared reports detailing trends in employee behavior and participation rates.
  • Assisted individual employees with questions or problems regarding their retirement accounts.


High School Diploma at Grant High School, Portland, ORSep 2011 - May 2015

Some skills I've learned are time management, how to study for tests, and how to write papers.


  • Retirement planning
  • Investment strategies
  • Tax law
  • Estate planning
  • Insurance products
  • Employee benefits

Desma Weix | (946) 592-7307 | Pompano Beach, FL



Retirement Specialist at Ameriprise Financial, FLJun 2022 - Present

  • Assisted 100 clients with retirement planning.
  • Helped 50 clients invest in a Roth IRA.
  • Achieved an 80% success rate for client satisfaction.
  • Met with 30 clients to review their investment portfolios.
  • Educated 20 clients on the benefits of saving for retirement.

Retirement Specialist II at Edward Jones, FLJul 2018 - Apr 2022

  • Successfully assisted 100 clients in developing retirement plans that met their individual needs.
  • Worked with clients to create budgets and provided guidance on saving strategies.
  • Helped clients invest wisely, taking into account both risk tolerance and goals.
  • Provided support and advice to clients as they navigated the transition into retirement.
  • Regularly checked in with retired clients to ensure that their portfolios were still on track.

Retirement Specialist III at Raymond James, FLJul 2015 - May 2018

  • Led a team of 5 retirement specialists in providing support to over 200 clients with their retirement benefits.
  • Researched and resolved complex issues related to client's retirement benefits.
  • Processed retirements for 100+ employees per month.
  • Reviewed and updated employee records for accuracy prior to processing retirements.
  • Educated employees on their retirement options and provided one-on-one counseling sessions as needed.


High School Diploma at Miami Senior High School, Miami, FLAug 2010 - May 2015

I've learned how to study for and take tests, how to do research, and how to write papers.


  • Retirement planning
  • Investment management
  • Tax law
  • Estate planning
  • Insurance
  • Financial analysis