Retirement Education Specialist; Pacific NW

Retirement Education Specialist

What you will do:

As a Retirement Education Specialist, you will empower 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 (local, regional, or national, including overnight travel).
• Bilingual in Spanish is preferred but not required.
• Excellent communication, presentation, analytical, and interpersonal skills.
• Ability to work independently and collaboratively.
• Strong presentation skills for large group and one‑on‑one delivery.

Licensing will be required based on state/federal laws and/or company policy. Within 5 months of employment a FINRA Series7 and 63/66 must be obtained; consideration will be given to existing FINRA Series6 and 63 candidates.

Targeted base salaries range from $68,200 to $126,000 per year, based on geographic location, experience, education, licensure, and skill level. Non‑sales positions may participate in a bonus program; sales positions can earn incentives and additional bonuses.

Flexible Time Off (FTO) is provided to salaried (exempt) employees. The plan includes vacation, personal, and short‑term illness days with pay. The position is pension eligible.

The primary territory will be in the Pacific Northwest region (Portland/Seattle) with extensive travel. When not meeting with clients, you may work from home or in the office.

Principal is not considering candidates requiring immigration sponsorship (e.g., H‑1B, TN, L‑1). Candidates must be authorized to work in the United States.

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.