Retirement Education & Guidance Specialist
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-14
Listing for:
Segment (Twilio)
Full Time
position Listed on 2026-07-14
Job specializations:
-
Education / Teaching
Education Administration, Tutoring, Training Instructor / Specialist
Job Description & How to Apply Below
Principal is seeking a Retirement Education Specialist to empower retirement plan participants with engaging education and personalized guidance. You will lead group workshops and consult one-on-one, partnering with sponsors and advisors to deliver effective retirement education across the Pacific Northwest.
The role requires a Bachelor's degree, 2+ years in financial services, and up to 75% travel. Spanish is a plus.
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