Nreca

Planner, Investment & Retirement Services

Arlington, VA · Internship

Sponsorship not specified$106k-$129kDetected 12 days ago

AccountingHRPublic Speaking

About the role

As a "best place to work" employer, we operate with integrity, transparency and a spirit of innovation.
The Personal Investment and Retirement Consulting (PIRC) provides investment and retirement education to participants in NRECA's defined benefit and defined contribution plans.
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.

As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States.
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.
Required Qualifications and Skills:
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.

Bachelor's degree in the arts, sciences or business required
Ability to travel 60-80% to rural areas
A background in servicing clients as a financial planner or relationship manager.
Master's degree preferred.
Experience providing written financial planning services.

$106,000-$129,000 annual salary
Final compensation determined by individual qualifications, experience, and internal equity.
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.

Provides confidential, personalized verbal and written investment and retirement education and financial planning consulting to plan participants (active and retired/separated).
Assesses the need for and refers appropriate participants to PIRC services for written asset allocation and retirement plans.

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".
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.
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".

This listing is sourced directly from Nreca's careers page and normalized into a canonical job model.