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Retirement Education Specialist
Principal Financial Group
King of Prussia, PA, United States
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Responsibilities:
Are you someone who loves helping people reach their financial goals and live their best lives?
Do you like being on the front line of change and innovation that will make a significant impact?
If so, the Center of Excellence- Education Team has an exciting opening for a Retirement Education Specialist. We are seeking top talent to join our enthusiastic team. In this role, you will wake up every day to the challenges and opportunities we have to engage with 5 million people through technology and top tier talent – like you!
Additional responsibilities include:
• Embrace our vision that everyone deserves to have the best outcome possible for their retirement!
• Consult with the development and implementation of education plans that maximize participation in the retirement plan.
• Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions
• Develop appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies.
• Present workshops and one-on-one meetings for participants
Qualifications:
• Bachelor's degree or equivalent of 8 years’ experience.
• 2+ years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating participants.
Licensing requirements:
• Successful Registration as a Limited Securities Representative within 5 months of employment. (Securities Industry Essentials exam-if applicable, Series 6, Series 63)
• Successful Registration as an Investment Advisor Representative (Series 65 or Series 66) within 6 months of employment based on state/federal laws.
• Life/Health licensing will be required based on state/federal laws and/or company policy in accordance within 4 months of employment.
Successful candidates will have the following:
• Excellent communication, presentation, analytical, and organizational skills.
• Must have proven record of success.
• Must be able to work independently and with a team.
• Must understand all Principal products and business unit operations.
• Ability to travel up 50% of the time and asked to travel regionally or nationally, overnights included.
• This position may be subject to SEC restrictions on personal political contributions.
• Ability to air travel nationwide may be required.
Additional Information:
What’s next? Innovation at its finest.
We’ll review your application and if you’re selected for an interview, you’ll receive an invite for a pre-recorded interview experience. Haven’t done that before, don’t worry. We’ve got all the tips and tricks available to help you be successful. With a pre-recorded interview, you can add your own flair and personality – at your pace.
Be sure to check your email frequently. We’ll communicate our decisions through the email address used on your online profile. If you receive an email from our Principal Talent Acquisition Team, you’ve been selected to begin your pre-recorded interview experience and have a set time to submit.
Benefits designed with you in mind.
Because each employee is unique, our benefit packages give you lots of choices. We offer comprehensive benefits that helps contribute to the healthy, fulfilling life and gratifying work experience you deserve, at an affordable cost. Click here to see just a few benefits you’ll receive once you join our team.
Not an exact match for this role?
We’ve got a lot of opportunities, so check out some of the others. And creating an email alert on our career site will help you keep you connected and informed of opportunities you’re interested in with a just a few clicks!
Work Authorization/Sponsorship
At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we’d hope you continue to keep us in mind for other potential opportunities in the future.
Principal is an Affirmative Action and Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to of 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.
Investment Code of Ethics
For positions with Principal Global Investors, you will be required to comply with a Code of Ethics which covers a number of obligations 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.