Retirement Education Specialist; Southern California

What You'll Do

Become a Retirement Education Specialist (Bilingual in Spanish preferred but not required) who empowers retirement plan participants to make confident financial decisions. Deliver engaging education, provide personalized guidance, and partner with employers and advisors to drive meaningful outcomes.

• Deliver group workshops and one‑on‑one consultations, both 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 a focus on personal markets, retirement planning, and participant education.
• Will be able to travel approximately 75% of the time, including local, regional, or national travel with occasional overnight stays; must have personal transportation or be able to use a car or air travel.
• Bilingual in Spanish is preferred but not required.

• Required licenses within 5 months of employment: FINRA Series 7 and 63/66. Consideration may be given to existing FINRA Series 6 and 63 candidates.

• 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, and the ability to read the room and pivot when necessary.

Non‑exempt positions: $68,200 – $126,000 per year. Compensation may be enhanced through a bonus program for eligible employees.

Primary territory:
Southern California (Orange County, Los Angeles, San Diego). The role requires travel and offers the flexibility to work from home or in the office as needed.

Requires current U.S. work authorization; sponsorship will not be considered.

Principal is an equal opportunity employer. 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.