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Missouri State Employees' Retirement System · 1 day ago

Financial Education Professional

Jefferson City, Missouri, United States

Full-time

Onsite

Mid Level

$70K/yr - $80K/yr

3+ years exp

Missouri State Employees' Retirement System (MOSERS) is a recognized organization managing pension benefits and retirement savings plans for Missouri employees. They are seeking a Financial Education Professional to provide financial education presentations and one-on-one consultations regarding retirement savings and investment options to state employees.

Employee BenefitsFinancial ServicesInsurance

Responsibilities

Presents in-person and online educational sessions related to the plan benefits of the MO Deferred Compensation Plan and the CURP

Presents group investment educational events on the benefits of financial and retirement planning. Presentations include education and communication on the importance of retirement savings as well as a variety of investment topics including investment strategies, Roth savings, diversification, compounding, investment vehicles, model asset allocation portfolios, market volatility, risk tolerance, etc

Develops and updates financial education materials with input from other defined contribution team members

Counsels individual participants on their MO Deferred Comp account, savings rates, and benefits of participating in the MO Deferred Comp Plan, and benefits and options of the CURP

Counsels participants and eligible participants regarding their retirement income potential while holistically evaluating assets in retirement savings vehicles and fixed income streams such as pensions and social security. Evaluating this information in addition to investment strategies and taxation issues associated with the retirement savings vehicles allows the DC financial education professionals to calculate savings strategies to achieve specific income replacement as well as provide education on possible spend-down options in retirement

Counsels and assists plan participants with rollovers to and from the plans and unforeseen emergency withdrawals and all other types of distributions from the plans

Represents MODC at state agency and university benefit fairs

Financial education professionals are expected to spend 80% of their time conducting group presentations and one-on-one consultations

Contacts employers to assess education needs and develops an education schedule to meet those needs. Financial Education Professionals spend approximately 20% of their time on this task

Other duties as assigned

Qualification

Certified Financial PlannerFinancial planning experienceDefined contribution plans knowledgeInvestment strategies knowledgeCustomer service experienceComputer literatePrioritize workEthicsCommunication skillsGroup presentation skillsIntegrity

Required

Bachelor's degree in business, financial planning, marketing or similar required

3-5 years financial planning/services or similar experience

Customer service experience

Extensive knowledge of defined contribution plans, including legislative regulations, and plan provisions

Extensive knowledge of a variety of financial planning and investment approaches and concepts

Demonstrated ability to effectively service a diverse employee group

Excellent communication skills – verbal and written

Proven ability to make effective group presentations

Can translate technical plan information for employees

Computer literate (MS Word, Excel, Outlook, PowerPoint, Access)

Ability to effectively prioritize and organize work schedule

Frequent in-state travel required. Applicant must possess reliable transportation and a valid Driver's License

Ability to maintain confidentiality

Ability to demonstrate integrity and a high degree of ethics

Ability to establish and maintain positive working relationships with MOSERS staff, payroll personnel representatives, members, outside vendors, and other customers

Ability to maintain regular and reliable attendance

Preferred

Certified Financial Planner® designation, Chartered Financial Consultant® strongly preferred. Other financial services licensures or designations will be considered as substitute education for financial planning and investment knowledge base