What are the responsibilities and job description for the Senior Financial Advisor position at NRECA?
Job Description
Homestead Advisers is looking to fulfill one of their Senior Financial Advisor roles. Homestead isn't your typical investment manager. Founded in 1990 by the National Rural Electric Cooperative Association (NRECA), our start-up story is unique. Our roots run deep in providing high-quality, affordable investment products to over 400 electric cooperatives and their members through investments in Homestead Funds. Born from managing pension and defined benefit plans sponsored by NRECA, this history has shaped our approach to investing and distinguishes us from other firms.
Summary of Position
The Senior Financial Advisor is responsible for retaining existing Homestead Funds shareholders and working to attract new shareholders through virtual and in-person presentations. Conducts over-the-phone and in-person personalized portfolio reviews and recommends customized asset allocation strategies based on each shareholder's financial needs. Plays an important role in supporting the reputation of Homestead Funds client service in the cooperative community. This position is Hybrid to Arlington, VA or Remote.
Key Responsibilities
- Executes comprehensive relationship management strategy for retaining Homestead Funds' clients.
- Provides financial advisory and asset allocation services to Homestead Funds current and potential shareholders. Conducts over-the-phone and in-person portfolio reviews and recommends specific, customized asset allocation strategies using the Homestead family of funds based on each client's risk tolerance, investments goals and time horizon.
- Promotes Homestead Funds and delivers presentations at various NRECA-sponsored events and cooperative-sponsored programs. Present Homestead Funds information on financial wellness, our funds, account types, and services at events where appropriate.
- Primarily communicates with shareholders and potential shareholders by making outbound calls and answering inbound calls.
- Utilizes Client Relationship Management (CRM) system to track, contact and follow up points, measure retention success, and ensure high level of client service and high retention rates.
Qualifications
Required Qualifications and Skills
Essential Physical Requirements :
Disclaimer Statemen t : 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.
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