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.
• 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.
• 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 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.

Essential Physical Requirements

• Close visual acuity to perform activities such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.
• Erecting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects.
• The job is rated for light work.

Pay

Salary Range: $106,000.00 - $129,000 annual salary

Final compensation determined by individual qualifications, experience, and internal equity.