Retirement Education Specialist (Remote in Portland or Seattle)

Retirement Education Specialist

Do you have a passion for helping others achieve their financial goals and live their best lives? If so, our Plan Education & Advice Team has an exciting opportunity for you! We're looking for a Retirement Education Specialist (Bilingual in Spanish preferred but not required) to join our Seattle, WA or Portland, OR team.

Additional responsibilities include:

• Consult with the development and implementation of education plans that increase participation in the retirement plan.
• Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions.
• Develop appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies.
• Present workshops and one-on-one meetings for participants.

Principal Financial Group has been once again named one of the World's Most Ethical Companies by Ethisphere. The company's inclusion in the 2025 list makes the 14th time Principal has been recognized for its ethical leadership and business practices since the Ethisphere list launched in 2006.

Who You Are

Retirement Education Specialist

Bachelor's degree or equivalent plus 2+ years of experience in the financial services industry with experience in personal markets, retirement planning and risk-based products. Ability to travel approximately 50% of the time with your own transportation, mostly day travel but there will be overnight travel, as well. Bilingual in Spanish, is preferred but not required. Licensing requirements: Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment; however a licensed individual is preferred:

• Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
• Preference for FINRA Series 7 & 66.

Successful candidates will have the following:

• Excellent communication, presentation, analytical, and interpersonal skills.
• Successful history of accomplishments in education, retirement sales, or a related field.
• Ability to work both independently and collaboratively.

Sr Retirement Education Specialist (above qualifications apply along with below additions)

Bachelor's degree or equivalent plus 4+ years of experience in the financial services industry with experience in personal markets, retirement planning and risk-based products.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $68200 - $126000 / year

Salary Details

The following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.

• Portland, OR: Retirement Education Specialist: $68,200 - $92,400 / year
• Sr Retirement Education Specialist: $84,700 - $115,500 / year
• Seattle, WA: Retirement Education Specialist: $74,400 - $100,800 / year
• Sr Retirement Education Specialist: $92,400 - $126,000 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

Pension

Eligible

Location

Territory will be Portland, OR and Seattle, WA with regional travel expectations. When not meeting with clients, you will be able to work from home.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.

Experience

Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.