Field Investment & Retirement Planning Advisor

NRECA; Beaverton (OR); On-site; USD 106,000 - 129,000; Full time

Job summary

NRECA is looking for a new Personal Investment and Retirement Consultant to provide tailored investment and retirement education to participants in their plans. Candidates will conduct one-on-one meetings and group presentations across the West Coast, requiring significant travel. The role demands expertise in financial planning and a professional financial designation.

With a focus on quality service, applicants should have at least five years of relevant experience and a Bachelor’s degree in business or a related field. The position offers a competitive salary ranging from $106,000 to $129,000 per year.

Qualifications

• 5+ years of experience in financial planning or consulting.
• Background in client servicing as a financial planner or relationship manager.
• Possession of a professional designation or ability to obtain it.

Responsibilities

• Provide personalized investment and retirement education.
• Conduct presentations for groups of 10–100 employees.
• Assess needs and refer participants to PIRC services.

Skills

Financial Planning

Investment Education

Client Servicing

Communication

Education

Bachelor’s degree in arts, sciences or business

Professional designation (CFP, CEBS, etc.)

Job description

NRECA is looking for a new Personal Investment and Retirement Consultant to provide tailored investment and retirement education to participants in their plans. Candidates will conduct one-on-one meetings and group presentations across the West Coast, requiring significant travel. The role demands expertise in financial planning and a professional financial designation.

With a focus on quality service, applicants should have at least five years of relevant experience and a Bachelor’s degree in business or a related field. The position offers a competitive salary ranging from $106,000 to $129,000 per year.