Retirement Education Specialist; Grand Rapids, MI

What You’ll Do

Are you passionate about helping individuals achieve financial security and live their best lives? As a Retirement Education Specialist, 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.

• 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

• Bachelor’s degree or equivalent.
• 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants.
• Ability to travel approximately 75% of the time, including local, regional or national day and overnight travel by car and air.
• Licensing: FINRA Series 7 and 63/66 required within 5 months of employment; existing Series 6 and 63 considered.
• Excellent communication, presentation, analytical, and interpersonal skills.
• Successful history of accomplishments in education, retirement sales, or a related field.
• Ability to work independently and collaboratively.
• Presentation skills, including large group and one-on-one delivery, engaging audiences, reading the room and pivoting when necessary.

Non‑Exempt: $55,800 – $100,800 per year. Compensation may include bonus or incentive plans based on performance.

Flexible Time Off (FTO) is provided to salaried employees. Pension eligible. Work from home or office.

Primary territory in MI with regional travel expectations; work from home or office as preferred.

Applicants must have legal authorization to work in the U.S. and do not require immigration sponsorship.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.