Planner, Investment & Retirement Services

Job Description

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.

• 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.

• Bachelor's degree in the arts, sciences or business required
• Must possess a professional designation such as CFP(r), CEBS(r), ChFC(r), CLU, CRPC(r), or RICP(r) or if previously maintained Series 6, 7, 63, 65 or 66 license, must obtain a professional designation such as CFP(r), CEBS(r), ChFC(r), CLU, CRPC(r), or RICP(r) 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.

$ - $129,000 annual salary. Final compensation determined by individual qualifications, experience, and internal equity.

• The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.
• Exerting 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. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

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. If you need special assistance or an accommodation while seeking employment, please e-mail humanresourcesp or call:  - NRECA Arlington Human Resources.