Retirement Education Specialist (Dallas/Houston/San Antonio)

Principal Financial Group • San Antonio, TX

21d • Hybrid

About The Position

The Retirement Education Specialist empowers retirement plan participants to make confident financial decisions by delivering engaging education, personalized guidance, and partnering with employers and advisors. The role operates at the intersection of financial services and technology, supporting Principal’s mission to make financial security accessible to all. The position is based in Dallas, Houston, or San Antonio, Texas, and has regional travel expectations, primarily within Texas. When not meeting with clients, the employee may work from home or in an office. Travel is approximately 50%, using the employee’s own transportation, and includes mostly day trips as well as some overnight travel. Spanish bilingual ability is preferred but not required.

Requirements

• Bachelor’s degree or equivalent to 8 years of experience.
• At least 2 years of experience in the financial services industry, including experience in personal markets, retirement planning, and educating participants.
• Ability to travel approximately 50% of the time using personal transportation, including day and overnight travel.
• Obtain required licenses within 5 months of employment: FINRA Series 6 or equivalent and FINRA Series 63, subject to applicable laws and company policy.
• Excellent communication, presentation, analytical, and interpersonal skills.
• Successful history of accomplishments in education, retirement sales, or a related field.
• Ability to work independently and collaboratively.

Nice To Haves

• Bilingual Spanish ability.
• Current relevant licensure; licensed candidates are preferred.
• FINRA Series 7 and Series 66.

Responsibilities

• Deliver group workshops and one-on-one consultations, both virtually and in person.
• Partner with plan sponsors, advisors, and internal teams to design and deliver effective retirement education strategies.
• Develop and implement education plans that increase engagement and participation in retirement programs.
• Conduct needs assessments to guide participants in making informed decisions about saving, investing, and retirement income.
• Adapt messaging based on audience needs.
• Leverage tools and insights to improve participant outcomes.

Benefits

• Flexible Time Off (FTO) with pay for vacation, personal time, or short-term illness for salaried exempt employees; there is no accrued bank or set number of days.
• Eligible for a pension.
• Non-sales positions may participate in a bonus program; sales positions may be eligible for sales incentives and, in some instances, a bonus plan.
• Comprehensive benefit offerings intended to support physical, financial, and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level