The role involves delivering on-site and virtual education to help employees achieve successful retirement outcomes through 401(k) and similar plans
Job Summary
The role involves delivering on-site and virtual education to help employees achieve successful retirement outcomes through 401(k) and similar plans.
Candidates must be fluent in Spanish and possess strong relationship-building skills to manage key stakeholder contacts within the territory.
The company offers a comprehensive benefits package including generous 401(k) matching, tuition reimbursement, and paid volunteer time.
Matching Summary
The role involves delivering on-site and virtual education to help employees achieve successful retirement outcomes through 401(k) and similar plans.
Salary
Base: $0.00 - $0.00 (Not specified); Bonus/Equity: Sales incentives or bonus plan available; Benefits: Medical, dental, vision, 401(k) match up to 6%, tuition reimbursement
Skills & Requirements
Must-have
Fluent Spanish language proficiency required
Strong presentation and communication skills
Experience with 401k and 403b plans
Nice-to-have
Strategic thinking and independent work style
Salesforce working knowledge preferred
Consultative client interaction experience
Key Requirements
Bachelor's degree or equivalent experience
2-4 years financial services experience
FINRA Series 6 and Series 63 registrations
Must reside in Portland, Oregon area
Authorized to work in the U.S. without sponsorship
Work Rights
Must be authorized to work for any employer in the U.S.