Retirement Education Specialist (Dallas/Houston/San Antonio)

Overview

This role supports retirement plan participants by delivering education and guidance that helps them make confident financial decisions. Responsibilities include conducting workshops and consultations, assessing participant needs, and partnering with plan sponsors and advisors to improve retirement program engagement.

Responsibilities

• Deliver group workshops and one-on-one consultations (virtual and in person)
• Partner with plan sponsors, advisors, and internal teams to design and deliver retirement education strategies
• Develop and implement education plans to increase engagement and participation in retirement programs
• Conduct needs assessments to guide participants in saving, investing, and retirement income decisions
• Adapt messaging based on audience needs
• Use tools and insights to improve participant outcomes

Requirements

• 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 using your own transportation (mostly day travel, with some overnight travel)

Licensing Requirements

Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The following licenses are required within 5 months of employment; 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

Preferred Qualifications

• 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

Compensation & Benefits

• Salary range: $58,900 - $92,400 / year
• Salary details (examples by location):
  • San Antonio, TX: $58,900 - $79,800 / year
  • Dallas, TX: $62,000 - $84,000 / year
  • Houston, TX: $68,200 - $92,400 / year
• Bonus/incentives: Non-sales positions may participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, where total compensation may exceed base salary depending on individual performance.
• Actual compensation will be based on geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
• Time off program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides paid time away from the office for vacation, personal needs, or short-term illness. Employees don’t accrue a bank of time off under FTO, and there is no set number of days.
• Pension eligible: Yes

Location

• Hiring in Dallas, Houston, or San Antonio
• Primary territory: State of TX with regional travel expectations
• Work arrangement: When not meeting with clients, work from home or in the office, whichever you prefer

Work Authorization / Sponsorship

Applicants who need any type of immigration sponsorship (additional work authorization or permanent work authorization) are not being considered at this time, now or in the future, to work in the United States (including, but not limited to: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.).

Additional Information

• For Principal Asset Management positions, 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.

Posting Window

Applications will be accepted for 3 full days following the Original Posting Date (10/20/2026), after which the posting may remain open or be removed based on applications received. If reposted, applications will be accepted for at least 1 full day following the Most Recently Posted Date (10/20/2026).