Sr Planner, Investments & Retirement Services

Job Description

Summary of Position :

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 visiting up to 48 states over a career on the team, primarily to rural and suburban communities in those states.

Position requires 60% travel.

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 :

Preferred Qualifications

Qualifications

Essential Physical Requirements :

Disclaimer Statement : 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.

Additional Requirement :

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. If you need special assistance or an accommodation while seeking employment, please e-mail humanresources@nreca.coop or call : 703-907-5992 - NRECA Arlington Human Resources. Please call 402-483-9275 - NRECA Lincoln Human Resources, for Lincoln, NE employment opportunities. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

The U.S. Equal Employment Opportunity Commission (EEOC) recently released the 'Know Your Rights' poster, which updates and replaces the previous "EEO is the Law" poster and "EEO Is the Law Poster Supplement".

Pay Transparency Non-Discrimination. NRECA will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. Please see the Pay Transparency Nondiscrimination Provision for more information.

E-Verify. As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States. For information please click on the following link : E-Verify.

For more information about life at NRECA please visit www.Electric.coop.