Planner, Investment & Retirement Services

Personal Investment And Retirement Consulting

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.

Summary of Position

The Person al 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 or in person, and
3) providing written asset allocation and retirement plans specific to the individual.

Individuals in this position will be based in the field in an assigned territory (West Coast/CA, OR, WA, AK & HI), requiring travel up to 90% of the time. In addition, planners assigned to a field territory will serve as the local PIRC presence, participating in employer-and board-level discussions and presentations to communicate available services and support co-op needs. Applicants must live in WA state or Oregon.

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. 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.

Required

Qualifications and Skills:

• 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 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.

Salary Range: $ - $129,000 annual salary

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