Investment & Retirement Planner

Company Name:
National Rural Electric Cooperative Association
The National Rural Electric Cooperative Association (NRECA), with offices in Arlington, VA and Lincoln, NE is the trade association for over 900 consumer-owned electric cooperatives serving more than 42 million people. NRECA is committed to harnessing the strength of America's electric cooperatives into a single powerful voice. NRECA has won the following awards over the past few years:
100 Best Places to Work - ComputerWorld Magazine
50 Greatest places to Work - AARP
50 Best Places to Work - The Washingtonian
CARE Award Recipient - Recognizing organizations that promote a positive work-life balance
At NRECA, we work with people who are leaders in their fields, they are down-to-earth, hardworking professionals committed to helping our members serve their communities. Our work is interesting and constantly evolving and requiring new skills to meet the evolving needs of a dynamic industry. In this collegial, inclusive work environment, united around the compelling purpose and history of electric cooperatives, we thrive. And topping it off, NRECA cares about each person's overall well-being, encouraging health, financial security, and a sustainable work/life balance.
EEO/AA-M/F/Disability/Protected Veteran Status/Genetic Data
Summary
The Investment & Retirement Planner position is responsible for conducting financial seminars for cooperative employees at various locations across the country and for providing confidential retirement and investment planning guidance (written and verbal) to both active and retired plan participants.
Purpose and Mission
Conducting standard and customized versions of NRECA-sponsored financial seminars to educate participants in NRECA's pension plans across the country.
Providing confidential, personalized financial guidance to NRECA plan participants both live (in conjunction with seminars) and by telephone.
Developing written retirement plans for participants approaching retirement.
Educating participants on general financial planning concepts, including NRECA's 401(k) and defined benefit plans and the corresponding distribution options.
Marketing and promoting retirement and investment planning seminars and services.
Maintaining a comprehensive knowledge of NRECA's pension plans and the latest business and legal developments in the area financial planning, including but not limited to retirement/investment planning, education funding, investment and insurance products, estate planning, Social Security, Medicare, etc.
Requirements and Qualifications
6 - 10 years of experience in the financial services industry, with specific knowledge of pension plans, retirement planning, education planning, and other financial planning concepts
Experience conducting presentations and working with individuals on financial planning issues
FINRA Series 65 or 66 license
Undergraduate degree, preferably in business, finance, accounting or economics
CFP certification preferred
LI-RS1
Amount of Travel
Job Title : Investment & Retirement Planner
Location : Arlington, VA, US

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