Bilingual Retirement Education Specialist

Hispanic Alliance for Career Enhancement; San Francisco (CA); Hybrid; USD 65,600 - 92,675; Full time

Benefits offered by this job

Medical, dental, vision, and life insurance

401(k) plan with generous company matching contributions

Tuition reimbursement up to $5,250/year

Paid volunteer time

Paid time off and holidays

Job summary

A leading financial services organization in the San Francisco area is seeking a Retirement Plan Counselor to facilitate education and enrollment for defined contribution plans. The ideal candidate must be fluent in Spanish and possess strong presentation and relationship management skills. Responsibilities include delivering on-site and virtual presentations, driving enrollment, and maintaining relationships with key stakeholders. This role offers competitive benefits and a salary range of $65,600 to $92,675.

Qualifications

• 2 - 4 years relevant financial services experience.
• FINRA Series 6 and Series 63 registrations required.
• FINRA fingerprinting required.

Responsibilities

• Deliver education and enrollment presentations to 401(k) and similar plan participants.
• Drive participants to improve retirement outcomes through enrollment and deferral increases.
• Build strong relationships with plan sponsor representatives.

Skills

Fluent in Spanish

Strong presentation skills

Relationship building

Territory management skills

Education

Bachelor's degree or equivalent experience

Tools

MS Word

Excel

PowerPoint

Teams

Salesforce

Job description

A leading financial services organization in the San Francisco area is seeking a Retirement Plan Counselor to facilitate education and enrollment for defined contribution plans. The ideal candidate must be fluent in Spanish and possess strong presentation and relationship management skills. Responsibilities include delivering on-site and virtual presentations, driving enrollment, and maintaining relationships with key stakeholders. This role offers competitive benefits and a salary range of $65,600 to $92,675.