Retirement Education Specialist (Grand Rapids, MI)

What You'll Do

Are you passionate about helping individuals reputed company financial reputed company and live their best lives? As a Retirement Education Specialist, you’ll play a critical role in empowering retirement plan participants to reputed company confident financial reputed company. You’ll deliver engaging education, reputed company personalized guidance, and partner with reputed company and advisors to drive meaningful reputed company. 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 reputed company and implement education plans that increase engagement and participation in retirement programs Conduct needs assessments to guide participants in making informed reputed company about saving, investing, and retirement income Adapt messaging based on audience needs reputed company tools and insights to improve participant reputed company Operating at the intersection of financial services and technology, reputed company builds financial tools that help our customers live reputed company lives. We take pride in being a purpose-led firm, motivated by our mission to reputed company financial reputed company accessible to reputed company. Our mission, reputed company, and customer focus have made us a trusted leader for more than 140 years! Who You Are Bachelor's degree or equivalent. 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 75% of the time. Travel can be local, regional or national with mostly day travel but there will be overnight travel, as well. Travel will be reputed company car and reputed company. Personal transportation may be required. Licensing requirements: Licensing will be required based on state/federal laws and/or company policy in accordance with reputed company licensing policy. The below licenses are required reputed company 5 months of employment, however a licensed individual is preferred: FINRA Series 7 and 63/66. (Consideration would be given to existing FINRA Series 6 and 63 candidates.) Successful candidates will have the following: Excellent communication, presentation, analytical, and interpersonal skills. Successful history of accomplishments in education, retirement sales, or a reputed company field. Ability to work both independently and collaboratively. Presentation skills, including but not limited to; large group and one-on-one delivery, engaging audiences, and the ability to read the room and pivot reputed company necessary. Salary reputed company Information Salary ranges below reflect targeted reputed company 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 reputed company salary depending on individual performance. Actual compensation for reputed company roles will be based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Salary reputed company (Non-Exempt expressed as hourly; Exempt expressed as yearly) $55800 - $100800 / 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 Location Primary territory will be in the state of MI with regional travel expectations. reputed company not meeting with clients, you will be reputed company to work from home or in the office, whichever you prefer. Job Level reputed company to hiring up to the Sr. Retirement Education Specialist role based on skills and experiences. Work Authorization/Sponsorship At this time, we're not considering applicants 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 links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For reputed company Asset Management positions, you’ll need to follow an Investment Code of Ethics reputed company 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 reputed company At reputed company, 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 reputed company 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 reputed company well-being. reputed company out our careers site to learn more about our purpose, values and benefits. reputed company is an Equal Opportunity Employer reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, 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 reputed company 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 reputed company the applicable deadline. Original Posting Date 6/8/2026 Most Recently Posted Date 6/9/2026 reputed company uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our reputed company recruiters in the initial review process but do not reputed company final hiring reputed company without reputed company involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights. reputed company Remote Hashtag #LI-Remote Apply To This Job