Who We Are

We're on a mission to revolutionize retirement for millions of Americans.

Retirable is a mission driven, venture backed fintech that helps everyday Americans retire with financial confidence through professional retirement advice, wealth management, and banking. We're the bridge between where Americans are today and the confident, well funded retirement that they deserve.

The problem is staggering: 12,000 Americans retire each day and less than a quarter have ever seen a financial planning professional. That's millions of hardworking Americans heading toward retirement underfunded, underprepared, and unnecessarily stressed.

For too long, professional retirement planning has been exclusive to the wealthy. Meanwhile, everyday Americans have been left to navigate one of life's most critical transitions alone.

We're changing that.

At Retirable, we're tearing down traditional barriers to world class retirement advice. We don't sell products, we build relationships. We don't push portfolios, we craft personalized roadmaps to financial freedom.

This isn't just fintech. This is about fundamentally reshaping how America retires - one person, one plan, one confident future at a time.

The Opportunity

We’re looking for an Associate Financial Advisor to play a pivotal role in supporting our clients and our advisory team. In this role, you’ll collaborate closely with our Operations team and leadership to:

• Support financial advisors with day-to-day operations and qualifying clients to build the pipeline
• Help prospective clients onboard smoothly onto the Retirable platform
• Contribute insights that improve our client experience and product

You’ll thrive here if you have a natural ability to connect with people of all backgrounds, a passion for helping others, and the drive to grow your career in financial services.

What We’re Looking For

We’re seeking someone who thrives in a fast-paced, high-growth environment and is excited to help shape the future of retirement planning. You’re motivated by the opportunity to join a Series A startup, contribute to a mission-driven culture, and make a tangible impact in the lives of millions of Americans.

Client-Focused Skills and Mindset

• Naturally skilled at building rapport and earning trust through empathy and active listening
• Passionate about needs-based selling — guiding clients to the right solutions without high-pressure tactics
• Able to deeply understand clients’ financial needs, goals, and behaviors, and translate them into actionable strategies
• A clear and confident communicator who can share client insights across cross-functional teams

How You Work

• Curious and resourceful, with a knack for identifying blockers, solving problems, and managing details
• Efficient and adaptable — comfortable navigating a high-volume outbound and inbound contact center without sacrificing quality
• Self-motivated with an entrepreneurial spirit and a commitment to helping people achieve a retirement they once thought impossible

Nice to Have

• Financial services experience
• Series 65
• Bilingual (Spanish)

Why Join Retirable

Mission-driven work: Help thousands live with peace of mind as they age
Growth opportunity: Be part of fundamentally reshaping how America retires
Competitive package: Significant equity, comprehensive benefits
Leadership development: Mentorship and coaching from an executive team who were early employees at several of NYC's leading Fintech startups

Ready to reshape retirement in America? We'd love to hear from you.

Retirable is an equal opportunity employer. We value inclusion and welcome candidates of all backgrounds. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.