Nreca
Senior Financial Advisor
Arlington, VA · Senior · Contract
Sponsorship not specified$126k-$157kDetected 4 days ago
CRMBusiness DevelopmentExcelHRPublic SpeakingMicrosoft Office
About the role
- Job Description History and Purpose Make Us Different Homestead Advisers isn't your typical investment manager.
- Across market cycles, our firm has grown in size and scope, gaining recognition through our array of mutual funds, but we have never lost sight of who we serve or the way in which we serve them.
- This history has shaped our approach to investing and distinguishes us from other firms.
Responsibilities
- Maintains expert knowledge of Homestead Funds products and services, staying current on IRS tax guidelines.
- Collaborates with transfer agent, team members and management to ensure service excellence and consistent messaging and communications.
- Ability to work independently, collaborate effectively within a team and provide timely follow-up when needed.
- Ability to develop and deliver presentations and training workshops on complex information in a relatable manner.
- The role also supports the reputation of Homestead Funds client service in the cooperative community.
Requirements
- The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures
- As a Federal Contractor, NRECA is required to participate in the E-Verify Program to confirm eligibility to work in the United States.
- Bachelor's degree in business or related field.
- Experience and Certifications Required:
- Formal Education Required:
- Certifications:
- Knowledge, Skills and Abilities Required:
- Knowledge of securities, the mutual fund industry, 401(k) pension plans, defined benefit plans, financial planning and the investments community.
- Ability to manage competing deadlines and multiple projects at various stages of development using effective organization skills and attention to detail.
Nice to have
- Six or more years of mutual fund/investment industry experience is required.
- Four or more years direct experience in a senior client facing role.
- Marketing or business development experience preferred but not required.
- Certified Financial Planner (CFP) designation preferred
- FINRA Series 6 (Investment Company Registered Representative)
- FINRA Series 63 (Uniform Securities Agent)
- FINRA Series 65 (Investment Advisor)
Skills
- Ability to quickly learn and retain information.
- Ability to communicate, both verbally and in writing, with a diverse membership, employees and/or vendors in a clear and precise manner.
- Ability to use Microsoft Office tools (Excel, Word, Outlook, Power Point) in the day-to-day essential duties of the job.
- Ability to travel (10%).
- Ability to report to the office when required.
Compensation
- $126,000 - $157,000 with an incentive opportunity. Final compensation determined by individual qualifications, experience and internal equity.
- Fulfills all annual regulatory and firm education requirements and FINRA continuing education as required.
- 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.
Benefits
- Presents Homestead Funds information on financial wellness, funds, account types, and services at events where appropriate.
Company info
- History and Purpose Make Us Different
- Homestead Advisers isn't your typical investment manager.
- Founded in 1990 by the National Rural Electric Cooperative Association (NRECA), our start-up story is unique.
- We are an investment services company and mutual fund manager with roots in rural America, originally formed 35 years ago to invest on behalf of community electric cooperatives and their employees.
Equal 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.