Retirement Education Specialist

Mutual of America Financial Group; New York (NY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual Bonus

Comprehensive Benefits Package (health

401K Match: Up to 6%

Parental Leave: 8 weeks

Paid time off: 20 days + 2 floating

Job summary

Mutual of America Financial Group seeks a Retirement Education Specialist to educate employees on employer-sponsored retirement plans (401(k), 403(b), 457, 401(a), IRAs) and guide them through enrollment. This hybrid role emphasizes clear explanations of plan features and beneficial outcomes for participants.

Responsibilities include delivering customized education sessions, both live and virtual; maintaining records; answering questions on features, limits, and tax implications; and supporting

Qualifications

• 2–5 years of experience in retirement services, financial education, or benefits administration.
• Strong presentation and interpersonal communication skills.
• Ability to simplify complex financial concepts for diverse audiences.
• Willingness to travel for onsite education sessions.
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment.
• Valid driver’s license

Responsibilities

• Develop and deliver customized retirement education programs for plan participants.
• Conduct live and virtual presentations on retirement planning and plan features.
• Provide one-on-one guidance to participants on plan enrollment
• Maintain accurate records of participant interactions and enrollment outcomes.
• Answer participant questions regarding plan features, contribution limits, and tax implications.
• Support ongoing participant education initiatives and plan engagement strategies.

Skills

Presentation skills

Interpersonal communication

Explain financial concepts

Travel willingness

FINRA licenses (SIE/6/63)

Driver’s license

Education

Bachelor’s degree in finance, business, Communications, or related field

Job description

Mutual of America Financial Group
Job Title: Retirement Education Specialist
Location: New York, NY (hybrid)

Who Are We:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

As a Retirement Education Specialist plays a key role in educating and assisting employees in enrolling in employer-sponsored retirement plans. You will be responsible for building relationships, educating our participants on their retirement plans and responding to participant inquiries Plans such as 401(k), 403(b), 457, 401(a) and IRAs. Our focus is on delivering an outstanding experience for Plan participants by simply and efficiently explaining Plan features to participants and their beneficiaries as they are guided to financial wellness and retirement readiness.

Responsibilities:

• Develop and deliver customized retirement education programs for plan participants.
• Conduct live and virtual presentations on retirement planning and plan features.
• Provide one-on-one guidance to participants on plan enrollment
• Maintain accurate records of participant interactions and enrollment outcomes.
• Answer participant questions regarding plan features, contribution limits, and tax implications.
• Support ongoing participant education initiatives and plan engagement strategies.

Required Qualifications:

• 2 to 5 years of experience in retirement services, financial education, or benefits administration.
• Strong presentation and interpersonal communication skills.
• Ability to simplify complex financial concepts for diverse audiences.
• Willingness to travel for onsite education sessions.
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
• Valid driver’s license

Preferred Qualifications:

• Knowledge of retirement plan structures and compliance requirements.
• Experience with virtual and in-person presentations.
• Familiarity with retirement plan platforms and recordkeeping systems.
• Bachelor’s degree in finance, Business, Communications, or related field.

What we offer you:

• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range:$60,000 - $90,000

Visitwww.mutualofamerica.com/careersfor additional details about life at Mutual of America. You can also follow us onTwitter:@mutualofamerica |Facebook:@mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.