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Retirement Education Specialist

Principal Financial Group

in Lake Oswego, OR

Do you have a passion to help participants have a better understanding of their Employer Sponsored Retirement plans?

Do you find joy in helping others learn the most effective ways to educate retirement plan participants?

The Principal is looking for someone to share our vision that everyone deserves to have the best outcome possible for their retirement.  Whether that is 1:1 with participants, through our Virtual Coach, Webinars or group presentations.

  • Develop and implement customized plans that maximize participation in the retirement plan.
  • Develop appropriate assessment needs and conduct group presentations as well as one on one meetings that provide customized solutions for retirement plan clients.
  • Present and facilitate seminars and workshops.
  • Collaborate with internal teams to provide appropriate solutions and manage current relationships

Required Qualifications:

  • Bachelor's degree or equivalent required
  • 2+ years’ experience in the financial services industry with experience in personal markets or direct financial advising.
  • Active FINRA Series 6, Series 63, and Life/Health. If you do not have active licensing, all must be obtained within 4 months from date of employment.
  • Excellent verbal and written communication and presentation skills required.
  • Excellent interpersonal, negotiation, decision-making and multitasking skills are necessary.
  • Must be self-motivated, flexible and be able to use independent judgment.
  • Must be able to work well independently and in a team environment.
  • Basic computer skills (Microsoft Office programs)
  • Travel within region 70 - 80% and may include 20-25% overnight stays.

Preferred Qualifications:

  • 1 on 1 retirement planning experience
  • Financial services experience

Visa Sponsorship

This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.


This position will be based in our Portland, OR field office.

Background Check Requirements

Employment at Principal is contingent upon successful completion of a background check. Because of the nature of the duties of this position, a credit check, a motor vehicle registration check and a licensing check.


Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

How to Apply

Please apply on the Principal career site:

Visit our web site.

This ad has been viewed 954 times. It expires on 5/5/2017.

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