Job Description
**What You'll Do**
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:**
+ Deliver group workshops and one-on-one consultations (virtual 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 ba...
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:**
+ Deliver group workshops and one-on-one consultations (virtual 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 ba...