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 Principal Financial Services, Inc.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Retirement Education Specialist | Financial Wellness Guide in Portland, OR vacancy
  • $70.53k - $88.16k

     ...Get To Know The Opportunity As a Retirement Education Specialist, you will support Voya’s Retirement Services...  ..., product, and sales teams, as well as directly with clients. Candidates...  ...motivational seminars on a wide range of financial topics to retirement plan participants... 
    Financial
    Retirement
    Part time
    Work experience placement
    Local area
    Flexible hours

    Voya Financial

    Portland, OR
    1 day ago
  • $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
    23 hours ago
  • $68.2k - $126k

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

    Principle

    Portland, OR
    2 days ago
  • Principal Financial Group is seeking a Retirement Education Specialist Bilingual in Spanish preferred but not required, located in Portland, OR. In this role, you will empower retirement plan participants through engaging workshops and personalized guidance, enhancing... 
    Financial
    Retirement
    Work at office
    Work from home
    Flexible hours

    Principal Financial Group

    Portland, OR
    1 day ago
  • $70.53k - $88.16k

    Voya Financial is seeking a Retirement Education Specialist to support its Retirement Services goals. The position requires engaging clients in Portland, OR, or Seattle, WA, while providing educational seminars. Ideal candidates have a bachelor's degree, financial industry... 
    Financial
    Retirement

    Voya Financial

    Portland, OR
    14 hours ago
  •  ...We are scheduling interviews with this well-established Laborist Team, bringing on another...  ...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
    Full time
    Flexible hours
    Shift work

    Enterprise Medical Recruiting

    Vancouver, WA
    8 days ago
  • A leading financial services firm is seeking a Financial Professional in Portland. This role involves managing plan sponsor relationships as well as conducting seminars on retirement strategies. The ideal candidate should have a strong understanding of defined contribution... 
    Financial
    Retirement

    Voya Financial Advisors

    Portland, OR
    3 days ago
  • A community service organization in Portland is seeking Digital Access Guides to assist taxpayers with online financial tools. This volunteer opportunity allows you to use your skills to help individuals log into vital services for filing taxes. Training is provided, making... 
    Financial

    Hands On Portland

    Portland, OR
    1 day ago
  • $28 - $32 per hour

     ...and takes pride in clean, accurate financial records, this Accounts Payable Specialist opportunity may be a great fit....  ...distribution. Your New Organization This well-established food manufacturer...  ...FSA (Flexible Spending Account) Retirement plan Please Note Boly:Welch is a... 
    Financial
    Retirement
    Temporary work
    Local area
    Immediate start
    Flexible hours

    Boly:Welch

    Vancouver, WA
    2 days ago
  • $90k - $136k

     ...commission calculations and related reporting. Support external financial audits by preparing PBC schedules and responding to...  ...performance bonus and long‑term incentives. Health and retirement programs, wellness resources, discretionary time off (DTO), parental leave for... 
    Financial
    Retirement
    Home office

    Relativity

    Portland, OR
    4 days ago
  • $140k - $190k

     ...seeking a visionary and strategic Chief Financial Officer (CFO) with a passion for...  ...excellent healthcare and to improve the well-being and the health of our community. If...  ...0-$190,000 Comprehensive healthcare, retirement plan, paid time off and other benefits... 
    Financial
    Retirement

    Goodwin Recruiting

    Portland, OR
    4 days ago
  •  ...Be the first smile. Be the steady guide. Be the difference. As a Patient...  ...support you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so...  ...benefits package including a retirement 401(k) Savings Plan with employer... 
    Financial
    Retirement
    Minimum wage
    Work at office
    Local area
    Shift work

    Providence Health & Services

    Portland, OR
    1 day 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 Service

    Portland, OR
    4 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
    23 hours ago
  •  ...WealthBridge Financial Group is seeking a results-oriented  Financial Consultant to join...  ...solutions, including investment opportunities, retirement planning, and wealth management...  ...insurance for added peace of mind ~ Employee wellness programs and mental health resources ~... 
    Financial
    Retirement

    WealthBridge Financial Group

    Gresham, OR
    24 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 earnings...  ...diversity and collaboration. Career and Educational Development: Unlock your potential with... 
    Financial
    Retirement
    Daily paid
    Relief
    Flexible hours

    Taborhr

    Portland, OR
    1 day ago
  • The City of Portland is seeking a Financial Readiness Analyst to lead financial literacy and...  ...and work to enhance the financial well-being of the workforce. Qualified candidates...  ...Plans, financial analysis, and developing educational materials for diverse audiences. This... 
    Financial

    City of Portland

    Portland, OR
    23 hours ago
  • Responsibilities: This full-time Financial Advisor role is located in Vancouver, WA, with...  ...clients to provide financial planning, retirement planning, and investment services. This...  ...requires 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
    23 hours ago
  •  ...health insurance options & wellness plans Retirement benefits including...  ...Code of Ethics for Nurses to guide his/her response to the current...  ...duties as assigned. EDUCATION ~ Graduate of accredited...  ...- Illinois Department of Financial and Professional Regulation... 
    Financial
    Retirement
    Hourly pay
    Full time
    Temporary work
    Relocation package
    Flexible hours
    Shift work
    Night shift
    Weekend work

    SSM Health

    Lake Oswego, OR
    4 days ago
  • $115k - $130k

     ...To Take ownership for financial services engagements and...  ...and disability insurance as well as health savings, flexible spending...  ..., and dependent care ~ Retirement Savings: 401(k) plan with 1.5...  ...including experience, skills, education, location and other job-related... 
    Financial
    Retirement
    16 hours
    Full time
    Seasonal work
    Flexible hours

    Aldrich

    Lake Oswego, OR
    23 hours ago
  •  ...income. Tuition reimbursement/education – includes 100% tuition paid...  ...receive up to 25 days per year. Retirement - The Providence retirement...  ...evaluation and treatment, as well as professional consultations...  ..., and achieving financial security. We take care of you... 
    Financial
    Retirement
    Part time

    Providence Service

    Portland, OR
    4 days ago
  •  ...evaluation and treatment, as well as professional consultations...  ...Therapy Program. Or equivalent educ/experience Coursework/...  ...professionally, and achieving financial security. We take care of you...  ...benefits package including a retirement 401(k) Savings Plan with employer... 
    Financial
    Retirement

    Providence Health & Service

    Lake Oswego, OR
    1 day ago
  • $85k - $115k

     ...$85,000 - $115,000 About the Opportunity Creative Financial Staffing (CFS) is partnering with a well-established company in the Portland metro area to identify...  ...and growth potential Comprehensive health and retirement benefits Generous PTO with a culture that supports... 
    Financial
    Retirement

    Creative Financial Staffing, LLC

    Portland, OR
    2 days ago
  • $100k - $150k

     ...California, United States Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 40...  ...prides itself on emphasizing client well-being and education. The business is a multi-billion dollar... 
    Financial
    Retirement
    Full time
    Temporary work
    Local area

    Allworth Financial

    Vancouver, WA
    3 days ago
  • $95k - $105k

     ...and review of tax returns, as well as provide client service,...  ...designed to support your health, financial well-being, and overall...  ...Comprehensive Health Benefits and Retirement Savings: ~ Medical,...  ...including experience, skills, education, location and other job-related... 
    Financial
    Retirement
    16 hours
    Full time
    Seasonal work
    Work at office
    Flexible hours
    3 days per week

    Aldrich

    Lake Oswego, OR
    23 hours ago
  •  ...an Accounts Payable (AP) Specialist , you will be on a team of...  ...company policies and current financial legislation. Education/Experience: 1–5 years’...  ...by the company. Generous retirement package includes: 10% retirement...  ...and development, as well as other paid professional... 
    Financial
    Retirement
    Hourly pay
    For contractors
    For subcontractor
    Local area

    Harder Mechanical Contractors

    Portland, OR
    4 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join...  ...solutions, including investment opportunities, retirement planning, and wealth management...  ...insurance for added peace of mind ~ Employee wellness programs and mental health resources ~... 
    Financial
    Retirement

    WealthBridge Financial Group

    Oak Grove, OR
    23 hours ago
  • $100 per hour

     .... Coordinate and assist with requests and questions from financial, retirement plan, and tax auditors. May assist with audits of internal...  ...planning, time-management, and communication skills as well as the ability to adapt quickly to business needs or busy periods... 
    Financial
    Retirement
    Local area
    Flexible hours

    Ichor Systems

    Portland, OR
    4 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 earnings...  ...diversity and collaboration. Career and Educational Development: Unlock your potential with... 
    Financial
    Retirement
    Daily paid
    Full time
    Flexible hours
    Night shift

    Salmon Creek Post Acute & Rehabilitation

    Vancouver, WA
    1 day ago
  • $105k

     ...budgeting processes to prepare financial models, perform analysis &...  ...job location, a candidate's education, training, experience, expected...  ...seniority and merit systems, as well as internal pay alignment....  ...and disability insurance, a retirement savings plan, paid holidays and... 
    Financial
    Retirement
    Minimum wage
    Contract work
    Temporary work
    Work experience placement
    Work at office

    MAXIMUS

    Portland, OR
    3 days 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!