Retirement Education Specialist (Grand Rapids, MI)

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 to join our dynamic team. In this role, you'll have the opportunity to make a meaningful impact, engaging with 5 million individuals through innovative technology and exceptional talent—just like you!

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.

Principal Financial Group® has been once again named one of the World’s Most Ethical Companies by Ethisphere. The company’s inclusion in the 2025 list makes the 14th time Principal® has been recognized for its ethical leadership and business practices since the Ethisphere list launched in 2006.

Who You Are:

Qualifications:

• Bachelor's degree or equivalent of 8 years of experience.
• 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.

Licensing requirements:

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 and 66.

Successful candidates will have the following:

• • 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.

Salary Range Information: 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: $54000 - $82000 / year Time Off Program: 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 Additional Information:

Location

Primary territory will be in the state of MI with regional travel expectations. When not meeting with clients, you will be able to work from home or in the office, whichever you prefer.

Job Level

Open to hiring up to the Sr. Retirement Education Specialist role for the right skills and experiences.

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 link s.

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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. Date First Posted (TTF): 9/12/2025 Latest Post Date: Careers - US: 10/7/2025

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