Planner, Investment

4 weeks ago

Minneapolis, Minnesota, United States National Rural Electric Cooperative Association Full time
Job Description

Planner, Investment and Retirement Services - MN, WI, OH, MI

NRECA is a unique national trade association providing advocacy, financial services and business support services to over 900 consumer owned electric cooperatives across the country. NRECA employees are united by our mission, inclusive culture, collaborative workplace and commitment to service excellence. As a "best place to work" employer, we operate with integrity, transparency and a spirit of innovation.

Summary of Position:

Are you ready to be part of a dynamic, inclusive, and mission-driven insurance and financial services team? At NRECA, we cultivate and reward a commitment to delivering service excellence to our members every day. Our culture emphasizes a strong sense of diversity, integrity and belonging, driven by our core values of collaboration, communication, creative problem solving, and accountability. The work we do to develop and administer industry-leading employee benefit plans and services is diverse and intellectually challenging, and the results help improve the quality of life for hard working Americans all across the country. If you are motivated by mission and values, as well as competitive pay and outstanding benefits, then this is the place for you.

Key Responsibilities

  • This field-based PIRC Planner position requires travel up to 90% of the time, within the assigned states/region. Assigned states/regions may rotate or shift over time.
  • Performs all responsibilities in a manner consistent with exceptional customer service in accordance with the mission statement: "To provide high quality, objective investment and retirement education to NRECA member employees, recommending NRECA-sponsored investment products when appropriate to the individual's personal circumstance."
  • Provides confidential, personalized verbal and written investment and retirement education and financial planning consulting to plan participants (active and retired/separated).
  • Conducts standardized NRECA-sponsored PIRC presentations for employees and executives of member organizations. Presents and leads the formal program, answers attendee inquiries.
  • Provides onsite coordination with local benefit administrators, field staff, meeting facility personnel and outside speakers.
  • Executes ongoing relationship management strategy to maintain a high level of engagement and satisfaction and assist in the retention/conversion of pension assets. This strategy includes documenting conversations with participants and using tools and procedures to ensure proper follow-up and service.
  • Maintains an extensive knowledge base on a broad range of financial planning and pension topics, including: 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.
  • Builds comprehensive knowledge of NRECA's policies and procedures and detailed knowledge of NRECA's pension, health and welfare plans and how they affect and interact with a participant's financial situation.
  • Responsible for the proper security and disposal of any confidential information that he or she may possess in the course of performing this position's job duties, in accordance with NRECA's Personnel & Administrative Policy and HIPAA Privacy and Security Policies & Procedures Manuals.
Qualifications

Required Qualifications and Skills:

Bachelor's degree in the arts, sciences or business required or 4 years' experience working in relationship management, sales, trusts & estates, and or investment advisory services within the financial services industry; Master's degree preferred.

Minimum of 5 years of experience in business, finance, accounting, securities, insurance or pension plans consulting individuals on financial planning issues.

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.

Preferred Qualifications

Master's degree preferred.

Essential Physical Requirements:

  • The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.
  • Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

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 or call: NRECA Arlington Human Resources. Please call 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

Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities

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