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Associate, Investment & Retirement Services
Job Description Position Summary: Personal Investment and Retirement Consulting (PIRC) services provides education in the areas of: retirement planning, education planning, investment strategies, review of investment options, quantifying goals, developing customized asset allocations, assessing tolerance for risk, individual retirement account funding/withdrawal/rollover options, retirement plan distribution options/strategies, written retirement plans/review, Social Security, Medicare, and general tax, estate and insurance issues. Responsible for responding to participant inquiries through the PIRC toll-free line and email inbox. Educate retirement plan participants (current and retired/separated) on a variety of straightforward investment and retirement to

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