Retirement Plan Education & Conversion Specialist
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-03
Listing for:
Squaremouth
Full Time
position Listed on 2026-07-03
Job specializations:
-
Education / Teaching
Special Education Teacher, Youth Development, Educational Sales, Tutoring
Job Description & How to Apply Below
Squaremouth in Pasadena is seeking an Education & Plan Conversion Specialist to assist with employer-sponsored retirement plans. You'll conduct educational sessions and manage plan conversions, ensuring effective communication with participants.
The role requires a bachelor's degree or five years of relevant experience, Series 65 or 66 certification, and proficiency in PowerPoint and Word. A competitive salary between $80,000 and $110,000 is offered along with comprehensive benefits.
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