What are the responsibilities and job description for the Retirement Education Specialist (Remote in Portland or Seattle) position at Principal Financial Group?
What You'll Do
Do you have a passion for helping others achieve their financial goals and live their best lives?
If so, our Plan Education & Advice Team has an exciting opportunity for you! We’re looking for a Retirement Education Specialist (Bilingual in Spanish preferred but not required) to join our Seattle, WA or Portland, OR team.
Additional responsibilities include:
Who You Are
Retirement Education Specialist
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:
Salary ranges below reflect targeted base salaries. 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. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$68200 - $126000 / year
Salary Details
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.
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.
Pension Eligible
Yes
Location
Territory will be Portland, OR and Seattle, WA with regional travel expectations. When not meeting with clients, you will be able to work from home.
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.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
2/5/2026
Most Recently Posted Date
2/5/2026
Do you have a passion for helping others achieve their financial goals and live their best lives?
If so, our Plan Education & Advice Team has an exciting opportunity for you! We’re looking for a Retirement Education Specialist (Bilingual in Spanish preferred but not required) to join our Seattle, WA or Portland, OR team.
Additional responsibilities include:
- Consult with the development and implementation of education plans that increase 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.
Who You Are
Retirement Education Specialist
- Bachelor's degree or equivalent plus 2 years of experience in the financial services industry with experience in personal markets, retirement planning and risk-based products.
- 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 50% of the time with your own transportation, mostly day travel but there will be overnight travel, as well.
- Bilingual in Spanish, is preferred but not required
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 Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). Preference for FINRA Series 7 & 66.
- 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.
- Bachelor's degree or equivalent plus 4 years of experience in the financial services industry with experience in personal markets, retirement planning and risk-based products.
Salary ranges below reflect targeted base salaries. 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. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$68200 - $126000 / year
Salary Details
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.
- Portland, OR:
- Retirement Education Specialist: $68,200 - $92,400 / year
- Sr Retirement Education Specialist: $84,700 - $115,500 / year
- Seattle, WA:
- Retirement Education Specialist: $74,400 - $100,800 / year
- Sr Retirement Education Specialist: $92,400 - $126,000 / year
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.
Pension Eligible
Yes
Location
Territory will be Portland, OR and Seattle, WA with regional travel expectations. When not meeting with clients, you will be able to work from home.
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.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
2/5/2026
Most Recently Posted Date
2/5/2026
Salary : $68,200 - $126,000