Sr. Director, Personal Investment & Retirement Consulting
C6 Bank(4 months ago)
About this role
Senior leader who directs the Personal Investment & Retirement Consulting (PIRC) team to advance financial education for NRECA retirement plan participants and ensure up-to-date expertise on retirement and related benefit programs. The role shapes cross-functional collaboration to enhance retirement offerings and promote utilization of PIRC services. This position is based in Arlington, VA.
Required Skills
- Leadership
- Financial Planning
- Retirement Planning
- Asset Allocation
- Portfolio Management
- Education
- Public Speaking
- Compliance
- Collaboration
- Travel
+1 more
Qualifications
- Bachelor's Degree in Business, Finance, Economics or Accounting
- CFP
- CRC
- ChFC
- CEBS
About C6 Bank
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