Planner, Investment & Retirement Services

Responsibilities

• Provides confidential, personalized verbal and written investment and retirement education and financial planning consulting to plan participants (active and retired/separated).
• Conducts on-site standardized presentations for employees of member organizations for groups of 10 - 100 people. Presentations may be from 1 hour to 1.5 days to include other speakers.
• Responds to requests generated through other planners, seminars and member contact services over the phone and by email.
• Assesses the need for and refers appropriate participants to PIRC services for written asset allocation and retirement plans. Review such plans with participants upon completion.

Requirements

• Required Qualifications and Skills :
• Bachelor's degree in the arts, sciences or business required
• Ability to travel 60-80% to rural areas
• Must possess a professional designation such as CFP®, CEBS®, ChFC®, CLU, CRPC®, or RICP® or if previously maintained Series 6, 7, 63, 65 or 66 license, must obtain a professional designation such as CFP®, CEBS®, ChFC®, CLU, CRPC®, or RICP® within two years.
• Minimum of 5 years of experience in business, finance, accounting, securities, insurance or pension plans consulting individuals on financial planning issues.
• A background in servicing clients as a financial planner or relationship manager.
• Master's degree preferred.
• Experience providing written financial planning services.
• Additional Requirement:
• The U.S. Equal Employment Opportunity Commission (EEOC) recently released the ' Know Your Rights ' poster, which updates and replaces the previous "EEO is the Law" poster and "EEO Is the Law Poster Supplement".
• Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.
• E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link: E-Verify .
• For more information about life at NRECA please visit www.Electric.coop .

Benefits

Additional Information

Job Description Summary of Position NRECA is a unique national trade association providing advocacy, financial services and business support services to over 900 consumer owned electric cooperatives across the country. NRECA employees are united by our mission, inclusive culture, collaborative workplace and commitment to service excellence. As a "best place to work" employer, we operate with integrity, transparency and a spirit of innovation. The Personal Investment and Retirement Consulting (PIRC) provides investment and retirement education to participants in NRECA's defined benefit and defined contribution plans. We are seeking a new team member from the financial services industry to provide personalized verbal and written investment and retirement education to plan participants (active and retired/separated). That education is provided through 1) one-on-one conversations over phone or in person; 2) conducting seminars virtually (3%) or in person (97%); 3) providing written asset allocation and retirement plans specific to the individual. The selected candidate should anticipate travel at 60-80%, visiting up to 48 states over a career on the team, primarily to rural communities in those states.

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