Retirement Education Specialist (Southern California)

About the role

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.

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 or more 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 there will be overnight travel, as well. Travel will be 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). Licensed individual preferred

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
• Presentation skills, including but not limited to: large group and one-on-one delivery, engaging audiences, and the ability to read the room and pivot when necessary

Pay

Base salary range: $68,200 – $126,000 / year, depending on geographic location, work experience, education, licensure requirements, and skill level.

Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

Schedule

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

Benefits

• Pension eligible
• Work from home or in-office flexibility when not meeting with clients
• Comprehensive benefit offerings crafted to protect physical, financial, and social well-being

Primary territory will be within the Southern California region (Orange County, Los Angeles, San Diego) with travel expectations.

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