Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Retirement Education Specialist | Financial Wellness Guide

Principal Financial Services, Inc.

Principal Financial Services, Inc. is seeking a Retirement Education Specialist to deliver financial education and personalized guidance to retirement plan participants in Portland, OR. This role involves conducting workshops and consultations, developing education plans, and partnering with employers to drive engagement. The ideal candidate will have a Bachelor's degree, over 2 years of experience in financial services, and excellent communication skills. The position requires up to 75% travel and strong presentation abilities. Bilingual in Spanish is preferred. #J-18808-Ljbffr

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Retirement Education Specialist | Financial Wellness Guide in Portland, OR vacancy
  • $68.2k - $126k

     ...helping individuals achieve financial security and live their best lives? As a Retirement Education Specialist (Bilingual in Spanish preferred...  ...Conduct needs assessments to guide participants in making...  ...will be overnight travel, as well. Travel will be via car and air... 
    Financial
    Retirement
    Hourly pay
    Permanent employment
    Temporary work
    Work experience placement
    H1b
    Work at office
    Local area
    Work from home
    Flexible hours
    Night shift

    Principal Financial Group

    Portland, OR
    3 days ago
  • $68.2k - $126k

     ...helping individuals achieve financial security and live their best lives? As a Retirement Education Specialist (Bilingual in Spanish preferred...  ...needs assessments to guide participants in making informed...  ...will be overnight travel, as well. Travel will be via car and... 
    Financial
    Retirement
    Hourly pay
    Permanent employment
    Temporary work
    Work experience placement
    H1b
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours
    Night shift

    Principal Financial Group

    Portland, OR
    5 days ago
  • $68.2k - $126k

     ...Retirement Education Specialist What you will do: As a Retirement Education Specialist, you will empower...  ...plan participants to make confident financial decisions. You’ll deliver engaging education...  .... Conduct needs assessments to guide participants in making informed decisions... 
    Financial
    Retirement
    Temporary work
    H1b
    Work at office
    Local area
    Work from home
    Flexible hours
    Night shift

    Segment (Twilio)

    Portland, OR
    2 days ago
  • $26 per hour

     ...team of peer recovery specialists, benefits specialists...  ...by side as a trusted guide and partner on their journey...  ...and physical wellness. Trust is at the heart...  ...Expertise in recovery education and coaching Understanding...  ...payment or sensitive financial information during the... 
    Financial
    Hourly pay
    Full time
    Local area
    Immediate start
    Monday to Friday

    firsthand Health

    Vancouver, WA
    2 days ago
  • $28 - $32 per hour

     ...Account Payable Specialist Job Number: 32358 Salary: $28-$32/hr Industry...  ...maintaining the integrity of financial records while partnering...  ...immediate impact. Company This well-established food manufacturer...  ...medical insurance, an FSA, and a retirement plan. #J-18808-Ljbffr... 
    Financial
    Retirement
    Temporary work
    Local area
    Immediate start

    Boly:Welch

    Vancouver, WA
    5 days ago
  • $145k - $160k

     ...Role: Director of Financial Reporting Compensation: $145k - $160k + 15% bonus Reason for Opening: Retirement of a long-tenured employee What We're Looking For...  ...for more information about this role as well as other opportunities. #INJUL202... 
    Financial
    Retirement
    Immediate start
    Remote work

    Creative Financial Staffing

    Happy Valley, OR
    5 days ago
  • $31.71 - $49.22 per hour

     ...designed to support you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so you can focus on...  ...offers a comprehensive benefits package including a retirement 401(k) Savings Plan with employer matching, health... 
    Financial
    Retirement
    Minimum wage
    Part time
    Shift work
    Day shift
    Weekday work

    Providence Health & Service

    Portland, OR
    4 days ago
  • Responsibilities This full-time Financial Advisor role is located in Vancouver, WA, with flexibility...  ...clients to provide financial planning, retirement planning, and investment services. This...  ...strong communication skills, as well as the ability to work independently. Requirements... 
    Financial
    Retirement
    Full time
    Contract work
    Remote work

    Mass Mutual NW

    Vancouver, WA
    2 days ago
  • $88k - $132k

     ...Posting Type Remote/Hybrid Job Overview The Senior Financial Systems Analyst serves as the end-to-end process subject matter...  ...or similar tools Benefits Competitive salary, health and retirement programs, wellness resources, discretionary time off (DTO), parental leave for... 
    Financial
    Retirement
    Remote work
    Home office

    Relativity

    Portland, OR
    2 days ago
  •  ...Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest,...  ...including criminal and credit checks, as well as drug testing. It is strongly preferred...  ...goals in the areas of risk management, retirement, investments, college funding, and estate... 
    Financial
    Retirement
    Local area

    Pacific Capital Resource Group

    Lake Oswego, OR
    5 days ago
  •  ...environment that values your well-being. Enjoy the benefits of...  ...and vision coverage, a 401(k)-retirement plan, pet insurance, a wellness...  ...goals and long-range financial sustainability. Establish...  ...communications, donor letters, and educational content). Responsible for... 
    Financial
    Retirement
    Temporary work

    Meals on Wheels People

    Portland, OR
    3 days ago
  • $115k - $130k

     ...opportunities. Responsibilities Take ownership for financial services engagements and delegate to various...  ..., vision, life, and disability insurance as well as health savings, flexible spending, and dependent care Retirement Savings: 401(k) plan with 1.5% match and 5%... 
    Financial
    Retirement
    16 hours
    Full time
    Flexible hours

    Aldrich

    Lake Oswego, OR
    2 days ago
  • $69.7k - $94.3k

     ...Financial Analyst Hybrid role (3 days/week in office) at our Portland...  ...equivalent combination of education and experience. Skills and...  ...paid holidays; market-leading retirement plan with company match on...  ...after 12 months); award-winning wellness programs; Employee... 
    Financial
    Retirement
    Work at office
    3 days per week

    Cambia Health Solutions

    Portland, OR
    2 days ago
  •  ...Demonstrate a deep understanding of financial markets and sound business judgement...  ...opportunity Demonstrate a passion for educating clients on the technology and...  ...health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition... 
    Financial
    Retirement

    Next Frontier Capital

    Portland, OR
    2 days ago
  •  ...We are scheduling interviews with this well-established Laborist Team, bringing on anotherfull...  ...a suite of benefits to help you achieve financial and professional goals throughout your...  ..., Life, Vision and Rx, STD, LTD +401k retirement savings, legal services plan, and... 
    Financial
    Retirement
    Hourly pay
    Work visa
    Flexible hours
    Shift work

    Enterprise Medical Recruiting

    Vancouver, WA
    14 days ago
  •  ...KeyBank seeks a Personal Banker in Vancouver, Washington, dedicated to client financial wellness. The role involves opening personal and business accounts, engaging clients in meaningful conversations, and ensuring compliance with financial regulations. The ideal candidate... 
    Financial
    Hourly pay

    Key Bank

    Vancouver, WA
    3 days ago
  •  ...pricing strategies with analytical precision to evaluate the financial performance impact of product designs for Medicare...  ...Washington) Full suite of excellent benefits: medical, dental, well-being, retirement, and career development Great team and culture to grow with... 
    Financial
    Retirement
    Immediate start
    Remote work

    Phenom Consulting

    Portland, OR
    2 days ago
  • $190k - $215k

     ...sure DEA runs like a well-oiled machine, because...  ...responsible for ensuring the financial health of the firm;...  ...-entity reporting, to guiding budget decisions and...  ..., DCAA, AASHTO, retirement plan audits and audit...  ...knowledge by attending educational workshops; reviewing professional... 
    Financial
    Retirement
    Work at office
    Local area
    Flexible hours

    David Evans and Associates

    Portland, OR
    5 days ago
  • $50k - $55k

     ...AP Specialist Location: Tigard, OR (On-site) Join a growing and well-established construction company that continues to expand...  ...medical, dental, and retirement benefits Stable company...  ...improvements and ensure accuracy of financial records Qualifications... 
    Financial
    Retirement
    Immediate start

    Creative Financial Staffing

    Tualatin, OR
    3 days ago
  • $80k - $105k

     ...to join our dynamic team as a Financial Planner . This individual...  ...understanding of cash flow scenarios, education funding strategies, equity...  ...and disability insurance as well as health savings, flexible spending, and dependent care Retirement Savings: 401(k) plan with 1.5... 
    Financial
    Retirement
    16 hours
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    3 days per week

    Aldrich Wealth LP

    Lake Oswego, OR
    5 days ago
  • $1,500 per month

     ...complex tax clients may translate well. Check out more...  ...advisor Analyze client financial information, assess needs, and...  ...Comprehensive Health Benefits and Retirement Savings ~ Medical, dental...  ...experience, skills, education, location, and other job-related... 
    Financial
    Retirement
    16 hours
    Full time
    Work at office
    Local area
    Flexible hours

    Aldrich

    Lake Oswego, OR
    5 days ago
  •  ...KeyBank is looking for a Personal Banker in Happy Valley, Oregon, to engage clients in meaningful conversations about their financial wellness. The role emphasizes relationship building and enhancing client trust by providing tailored financial solutions. Key responsibilities... 
    Financial

    Key Bank

    Happy Valley, OR
    1 day ago
  •  ...investment solutions to meet their financial needs. As a Private Client Advisor in...  ...opportunity Demonstrate a passion for educating clients on the technology and...  ...health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition... 
    Financial
    Retirement

    Aumni

    Vancouver, WA
    5 days ago
  • $119.77k - $140.9k

     ...U.S. Bank Financial Advisor At U.S. Bank, we're on a journey to do our best. Helping the...  ...and service unique clients' needs-Well-developed analytical and problem-solving...  ...parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five... 
    Financial
    Retirement
    Temporary work
    Work experience placement
    3 days per week

    U.S. Bancorp

    Portland, OR
    2 days ago
  •  ...Wealth Management is a boutique, financial planning firm in Portland, OR...  ...cash flow, investments, retirement, tax, and estate planning Prepare...  ...and Qualifications Education: Bachelor’s degree in Finance...  ...impact on clients’ financial well‑being. If you are ready to elevate... 
    Financial
    Retirement
    Full time
    Work at office

    Infinite Heights Wealth Management

    Portland, OR
    2 days ago
  • $65k - $80.2k

     ...Three to five years of experience in a financial sales position, preferably working...  ...based planning, asset allocation, retirement planning, and education funding- Considerable knowledge of the...  ...new business development skills- Well-developed analytical and problem-solving... 
    Financial
    Retirement
    Temporary work
    Work experience placement

    U.S. Bancorp

    Gresham, OR
    5 days ago
  • $28.41 - $43.47 per hour

     ...Certified Therapeutic Recreation Specialist - National Council for...  ...you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so...  ...comprehensive benefits package including a retirement 401(k) Savings Plan with... 
    Financial
    Retirement
    Minimum wage
    Full time
    Part time
    Immediate start
    Shift work
    Day shift

    Providence Non-RN - Oregon

    Portland, OR
    2 days ago
  • $66k - $96.25k

     ...accuracy and integrity of IT financial reporting. The position also...  .... Skills and Background Education: Bachelor’s degree required....  ...off including 11 holidays, 2 wellness days, and 8 volunteer hours...  ...Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage... 
    Financial
    Retirement
    Local area

    PVH (Tommy Hilfiger/Calvin Klein)

    Portland, OR
    2 days ago
  •  ...Time Off: Recharge and prioritize your well-being with ample PTO. ~401(k) Plan: Secure your financial future with our strong retirement plan. ~ Flexible Daily Pay: Access your...  ...and collaboration. ~ Career and Educational Development: Unlock your potential with... 
    Financial
    Retirement
    Daily paid
    Work at office
    Flexible hours

    Guggenheimer Health & Rehab Center

    Vancouver, WA
    10 days ago
  • $150k

     ...alignment between accounting records and financial reporting, all while enjoying the...  ...Vision Life and Disability Insurance Retirement Savings (match) Pet Insurance Paid Holidays and Wellness Day Controller Education and Experience Requirements: Bachelor... 
    Financial
    Retirement

    New Day Executive Search

    Portland, OR
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Retirement Education Specialist | Financial Wellness Guide. Be the first to apply!