Planner, Investment & Retirement Services

NRECA • Arlington, VA

23h

About The 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.

Requirements

• 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.

Nice To Haves

• Master's degree preferred.
• Experience providing written financial planning 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.
• Build and maintains an extensive knowledge base on a broad range of financial planning and pension topics, including: NRECA’s policies and products, the latest legal and business developments in the areas of retirement/investment planning, education funding, personal portfolio management, securities, life insurance/annuities, tax laws and estate planning issues; as well as Social Security and Medicare.

What This Job Offers

• Job Type: Full-time