Retirement and Financial Guidance Partner

Schweitzer Engineering Laboratories (SEL)•Pullman, WA

3d•Onsite

About The Position

Schweitzer Engineering Laboratories is seeking a dedicated Retirement and Financial Guidance Partner to provide personalized support and guidance to employee owners on retirement programs, financial wellness resources, and select total rewards offerings. This role helps team members understand and navigate key retirement benefits, including the 401k, ESOP, and international retirement plans, as well as prepare for and transition into retirement. The position also supports components of compensation and total rewards programs and contributes to the development of initiatives that enhance the overall employee experience. This role serves as an internal retirement and financial guidance partner, working closely with benefits and compensation team members, Human Resources partners, and external service providers, while focusing exclusively on supporting SEL employees.

Requirements

Hold a bachelor’s degree in Human Resources, Finance, Business, Economics, Accounting, or a related field or an equivalent combination of education and relevant experience supporting retirement plans, employee benefits, or total rewards
Have coursework or demonstrated experience in retirement planning, employee benefits, financial planning, or compensation
Are passionate about helping people understand complex information and feel confident about their financial future
Approach challenges with curiosity and optimism, viewing them as opportunities to learn and improve programs

Nice To Haves

Certified Financial Planner CFP
Certified Benefits Professional CBP
Certified Compensation Professional CCP
Other retirement plan or financial wellness related certifications

Responsibilities

Serving as a visible and trusted retirement and financial wellness resource who helps employees navigate programs and make confident, informed decisions
Supporting employee owners with retirement and total rewards questions ranging from simple to complex through email, phone, virtual meetings, and in person consultations
Applying strong knowledge of retirement funds, plan structures, and regulatory requirements to support accurate administration and clear employee education
Supporting retirement plan administration by coordinating with internal partners and external plan vendors
Designing and delivering education and engagement initiatives such as workshops, group sessions, and one on one conversations
Leading and contributing to strategic projects that strengthen retirement, financial wellness, and total rewards programs