Planner, Investment & Retirement Services

Key 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.
• Presents 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.
• Affirms the need for and refers appropriate participants to PIRC services for written asset allocation and retirement plans.
• Reviews such plans with participants upon completion.
• Builds and maintains an extensive knowledge base on a broad range of financial planning and pension topics.

Qualifications

• Bachelor’s degree in the arts, sciences or business required.
• Required to possess a professional designation such as CFP®, CEBS®, ChFC®, CLU, CRPC®, or RICP® or maintain a Series 6, 7, 63, 65 or 66 license and obtain a professional designation 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.

Preferred Qualifications

• Master's degree preferred.
• Experience providing written financial planning services.

Additional Requirements

• The preceding job description has been written to reflect management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.
• All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
• NRECA is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities.

Salary Range

Salary Range: $106,000–$129,000 annual salary Final compensation determined by individual qualifications, experience, and internal equity.