Retirement Education Specialist: Inspire Financial Wellness

Principal Financial Group; Oregon; Hybrid; USD 59,000 - 92,000; Full time

Job summary

Principal Financial Group is seeking a Retirement Education Specialist to help plan participants reach their financial goals through engaging education and personalized guidance. The role collaborates with employers and advisors to drive meaningful outcomes.

Experienced candidates in retirement planning and education will deliver group workshops and one-on-one sessions, with travel required. A bachelor's degree or equivalent and strong communication skills are essential.

Qualifications

• Bachelor's degree or equivalent of 8 years of experience.
• 2+ years in financial services with experience in personal markets, retirement planning and educating participants.
• Ability to travel ~50% with own transportation (day travel, some overnight travel).

Responsibilities

• Deliver group workshops and one-on-one consultations (virtual and in person).
• Partner with plan sponsors, advisors, and internal teams to design and deliver retirement education strategies.
• Develop and implement education plans to increase engagement and participation in retirement programs.
• Conduct needs assessments to guide participants in saving, investing, and retirement income.

Skills

Excellent communication and presentati

Analytical skills

Interpersonal skills

Independent and collaborative work

Education

Bachelor's degree or equivalent of 8 years of experience

Job description

Principal Financial Group is seeking a Retirement Education Specialist to help plan participants reach their financial goals through engaging education and personalized guidance. The role collaborates with employers and advisors to drive meaningful outcomes.

Experienced candidates in retirement planning and education will deliver group workshops and one-on-one sessions, with travel required. A bachelor's degree or equivalent and strong communication skills are essential.