Retirement Education Specialist (Southern California)

About the Role

As a Retirement Education Specialist (Bilingual in Spanish preferred but not required), you’ll play a critical role in empowering retirement plan participants to make confident financial decisions. You’ll deliver engaging education, provide personalized guidance, and partner with employers and advisors to drive meaningful outcomes. Operating at the intersection of financial services and technology, Principal builds financial tools that help customers live better lives. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.

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.

Requirements

• 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. Travel can be local, regional, or national with mostly day travel but will include overnight travel via car and air. Personal transportation may be required.
• Bilingual in Spanish is preferred but not required.
• Licensing requirements: FINRA Series 7 and 63/66 required within 5 months of employment (consideration given to existing FINRA Series 6 and 63 candidates).

Skills

• 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.
• Strong presentation skills, including large group and one-on-one delivery, engaging audiences, and the ability to read the room and pivot when necessary.

Pay

Salary ranges reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Actual compensation will be based on geographic location, work experience, education, licensure requirements, and skill level.

• Salary Range: $68,200 - $126,000 / year
• San Diego, CA:
  • Retirement Education Specialist: $68,200 - $92,400 / year
  • Sr Retirement Education Specialist: $84,700 - $115,500 / year
• Los Angeles, CA:
  • Retirement Education Specialist: $74,400 - $100,800 / year
  • Sr Retirement Education Specialist: $92,400 - $126,000 / year

Benefits

• Flexible Time Off (FTO) for salaried (exempt) employees, providing paid time away for vacation, personal, or short-term illness without accruing a set number of days.
• Pension eligible.
• Comprehensive, competitive benefit offerings crafted to protect physical, financial, and social well-being.

Schedule

• Primary territory within the Southern California region (Orange County, Los Angeles, San Diego) with travel expectations.
• When not meeting with clients, you will be able to work from home or in the office, based on preference.

Open to hiring up to the Sr. Retirement Education Specialist role based on skills and experiences.

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future to work in the United States.

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.