What You'll DoAre you passionate about helping individuals achieve financial security and live their best lives?
As a
Retirement Education Specialist (Bilingual in Spanish preferred but not required), you'll play a critical role in empowering retirement plan participants to make confident financial decisions. You'll deliver engaging education, provide personalized guidance, and partner with employers and advisors to drive meaningful outcomes.
Key responsibilities include:- Deliver group workshops and one-on-one consultations (virtual and in person)
- Partner with plan sponsors, advisors, and internal teams to design and deliver effective retirement education strategies
- Develop and implement education plans that increase engagement and participation in retirement programs
- Conduct needs assessments to guide participants in making informed decisions about saving, investing, and retirement income
- Adapt messaging based on audience needs
- Leverage tools and insights to improve participant outcomes
Who You Are- Bachelor's degree or equivalent.
- 2+ years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating participants.
- Ability to travel approximately 75% of the time. Travel can be local, regional or national with mostly day travel but there will be overnight travel, as well. Travel will be via car and air. Personal transportation may be required.
- Bilingual in Spanish, is preferred but not required
Licensing requirements:Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment, however a licensed individual is preferred:
- FINRA Series 7 and 63/66. (Consideration would be given to existing FINRA Series 6 and 63 candidates.)
Successful candidates will have the following:- Excellent communication, presentation, analytical, and interpersonal skills.
- Successful history of accomplishments in education, retirement sales, or a related field.
- Ability to work both independently and collaboratively.
- Presentation skills, including but not limited to; large group and one-on-one delivery, engaging audiences, and the ability to read the room and pivot when necessary
Salary Range InformationSalary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range$68200 - $126000 / year
Salary DetailsThe following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.
- Portland, OR:
- Retirement Education Specialist: $68,200- $92,400 / year
- Sr Retirement Education Specialist $84,700 - $115,500 / year
- Seattle, WA:
- Retirement Education Specialist: $74,400 - $100,800 / year
- Sr Retirement Education Specialist $92,400- $126,000/ year
Time Off ProgramFlexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension EligibleYes
Additional InformationLocationPrimary territory will be in the Pacific Northwest region (Portalnd/Seattle) with travel expectations. When not meeting with clients, you will be able to work from home or in the office, whichever you prefer.
Job LevelOpen to hiring up to the Sr. Retirement Education Specialist role based on skills and experiences.
Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
