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Deliver group workshops and one-on-one consultations to empower retirement plan participants to make confident financial decisions. Partner with plan sponsors and advisors to design and implement effective retirement education strategies.
Requires a bachelor's degree and at least 2 years of experience in financial services, specifically in retirement planning and education. Must be able to travel 75% of the time and obtain FINRA Series 7 and 63/66 licenses within five months.
Are you passionate about helping individuals achieve financial security and live their best lives?
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.
Key responsibilities include:
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Licensing requirements:
Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment, however a licensed individual is preferred:
Successful candidates will have the following:
The following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience.
Location
Primary territory will be 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, whichever you prefer.
Job Level
Open to hiring up to the Sr. Retirement Education Specialist role based on skills and experiences.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
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. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.
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Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 75M customers plan, protect, invest, and retire as of December 31, 2025. Along the way, we strive to:[AM1.1] Support the communities where we do business; Improve our planet; And build a diverse, inclusive workforce. Principal product and services disclosures: https://www.principal.com/products-services-disclosures Social Media Disclosures: https://www.principal.com/social-media-disclosures
Offices: 711 High St., Des Moines, Iowa 50309, US
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