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Professional Services

Retirement Planning Specialist

Brooklyn, NY

About the Role

Global Advisers is seeking a Retirement Planning Specialist in Brooklyn, NY to develop retirement-income and distribution strategies for clients approaching or living in retirement, integrating portfolio decisions with taxes, Social Security, Medicare, liquidity, and longevity considerations. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Analyze retirement readiness, income needs, withdrawal strategies, and portfolio sustainability.
  • Evaluate Social Security timing, Medicare considerations, required distributions, and tax-sensitive income sequencing.
  • Coordinate retirement-income recommendations with investment strategy and risk management.
  • Prepare scenario analyses and client-facing retirement projections.
  • Support advisors in complex retirement discussions and implementation planning.
  • Maintain current knowledge of retirement-planning rules and planning practices.

Qualifications

  • Bachelor's degree or equivalent professional experience.
  • Three or more years of financial planning, retirement planning, wealth management, or related experience.
  • Strong knowledge of retirement accounts, distribution planning, Social Security, and tax-aware retirement concepts.
  • Strong analytical, presentation, and client communication skills.
  • Ability to work across investment, tax, insurance, and estate-planning considerations.

Preferred Qualifications

  • CFP® certification.
  • Retirement Income Certified Professional®, Chartered Retirement Planning Counselor™, or similar specialization.

Skills for This Role

Retirement Planning, Retirement Income Planning, Social Security Planning, Medicare Planning, Tax Planning, Cash Flow Planning, Financial Planning

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.