Retirement Education Specialist (Southern California)

Overview As a Retirement Education Specialist (Bilingual in Spanish preferred but not required), you will empower retirement plan participants to make confident financial decisions. You will deliver engaging education, provide personalized guidance, and partner with employers and advisors to drive meaningful outcomes. Key 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 effective retirement education strategies. Develop and implement education plans that increase engagement and participation in retirement programs. Conduct needs assessments to guide participants in making informed decisions about saving, investing, and retirement income. Adapt messaging based on audience needs. Leverage tools and insights to improve participant outcomes. Qualifications Bachelor’s degree or equivalent. 2+ years of experience in the financial services industry with experience in personal markets, retirement planning, and educating participants. Ability to travel approximately 75% of the time (local, regional, or national, including day and overnight travel). Bilingual in Spanish preferred. Excellent communication, presentation, analytical, and interpersonal skills. Successful history of accomplishments in education, retirement sales, or a related field. Ability to work independently and collaboratively. Strong presentation skills, including large group and one‑on‑one delivery, and the ability to read the room and pivot when necessary. Licensing Requirements Licensing will be required based on state/federal laws and/or company policy. The following licenses are required within five months of employment, although a licensed individual is preferred: FINRA Series7 and63/66 (existing FINRA Series6 and63 candidates will also be considered). Salary Information Salary ranges reflect targeted base salaries. Non‑sales positions may participate in a bonus program. Actual compensation is based on location, experience, education, licensure, and skill level. San Diego, CA: $68,200 – $92,400 / year (Retirement Education Specialist) and $84,700 – $115,500 / year (Sr Retirement Education Specialist). Los Angeles, CA: $74,400 – $100,800 / year (Retirement Education Specialist) and $92,400 – $126,000 / year (Sr Retirement Education Specialist). Benefits Flexible Time Off (FTO) for salaried employees. Opportunity to work from home or in the office. Pension eligibility available. Location and Travel Primary territory is within Southern California (Orange County, Los Angeles, San Diego). Work may include remote and office work; travel expectations are approximately 75% of the time. Work Authorization Open to candidates who do not require immigration sponsorship at this time. Equal Opportunity Employer 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. #J-18808-Ljbffr Principal Financial Group