About this role
Retirement Education Specialist (Pacific NW) at Principal Financial Group. Location: Portland or Seattle or United States. Role: delivering workshops, conducting consultations, designing strategies Requirements: Bachelor's degree or equivalent, 2+ years in financial services with personal markets/retirement experience, ability to travel ~75%, FINRA Series 7 and 63/66 required within 5 months (licensed preferred), bilingual Spanish preferred, strong presentation and communication skills. Category: Education services Seniority: Entry Level Certifications: finra series 7, finra series 63, finra series 66, finra series 6 Commitment: Full Time Workplace: Field Languages: English, Spanish