Retirement Education Specialist (Remote in Portland or Seattle)
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Principal Financial Group
📍 Seattle, WA, United States
Job Description
**What You'll Do**
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....
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....