Provides confidential, personalized verbal and written investment and retirement education and financial planning consulting to plan participants (active and retired/separated). Conducts on-site standardized presentations for employees of member organizations for groups of 10 – 100 people. Presentations may be from 1 hour to 1.5 days to include other speakers. Responds to requests generated through other planners, seminars and member contact services over the phone and by email. Assesses the need for and refers appropriate participants to PIRC services for written asset allocation and retirement plans. Review such plans with participants upon completion. Build and maintains an extensive knowledge base on a broad range of financial planning and pension topics, including: NRECA’s policies and products, 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. Qualifications. Required Qualifications and Skills:Bachelor’s degree in the arts, sciences or business required. Ability to travel 60-80% to rural areas. Must possess a professional designation such as CFP®, CEBS®, Ch. FC®, 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®, Ch. FC®, 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. A background in servicing clients as a financial planner or relationship manager. Preferred Qualifications. Master's degree preferred. Experience providing written financial planning services.