Spanish-speaking Retirement Plan Counselor; Remote/On-site
Remote / Online - Candidates ideally in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-01-07
San Mateo, San Mateo County, California, 94409, USA
Listing for:
The Association of Technology, Management and Applied Engineering
Remote/Work from Home
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services company seeks a Retirement Plan Counselor in California to deliver engaging education on defined contribution plans. The role requires fluency in Spanish and strong presentation skills to guide clients towards successful retirement outcomes. With a focus on relationship management and utilizing advanced technologies, candidates must have a bachelor's degree and 2-4 years of relevant experience. The position offers various employee benefits and a competitive salary range.
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