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AgCountry Farm Credit Services
Tempe, AZ | Full Time
$61k-87k (estimate)
3 Weeks Ago
Retirement consultant
$61k-87k (estimate)
Full Time 3 Weeks Ago
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AgCountry Farm Credit Services is Hiring a Retirement consultant Near Tempe, AZ

Closing Date : 5 / 24 / 2024 7pm CT

Office location is flexiblewithin northwestern North Dakota region for the right candidate.

Primary Duties and Responsibilities :

Delivers quality consulting services to customers in the area estate, retirement, transition, and succession planning.

The position will enhance and expand customer relationships and create opportunities to build and further grow AgCountry’s reputation in the agricultural community.

The position will require the consultant to work directly with customers to understand customer needs and goals and to present the best solutions.

Collaborates as a key resource in designing, developing, and implementing AgCountry education programs in the area of estate, retirement, transition and succession planning.

Participates in the development and delivery of Succession and Retirement Planning program content, procedures, and goals to enhance the total value brought to AgCountry customers and staff.

Ensures that solutions are responsive to customer needs, the marketplace, and AgCountry teammates.

  • Coordinates with corporate departments, branch offices, and co-workers to address customer goals.
  • Maintains a highly sophisticated level of knowledge and expertise in the estate planning, accounting, tax, and consulting fields while serving as an educational and informational resource for customers and staff.

Proactively expands and maintains expert and technical competency through continuing education.

Required Qualifications :

  • Bachelor's degree in accounting, business management, agriculture, or other related field; or equivalent work experience.
  • A self-starter who can manage many open tasks and files at a time.
  • Five or more years of accounting, financial, business, tax, or succession and retirement experience
  • Knowledge of agriculture, preferably with a farm background
  • Knowledge of AgCountry’ s financial products, services, policies, and procedures
  • Strong verbal, listening and written communication skills.
  • Strong virtual and live presentation skills
  • Analytical, conceptual, and organizational skills
  • Demonstrated ability to work with others, strong teamwork, and leadership skills.
  • Ability to problem solve and bring solutions with minimal direction from supervisor
  • Ability to travel approximately 50% of the time

PREFERRED QUALIFICATIONS

Official Designation such as CRPC, CFP, CTFA, CPA, or JD preferred

About Us

AgCountry Farm Credit Services (AgCountry), Farm Credit Servicesof America (FCSAmerica), and Frontier Farm Credit are financial cooperativesoperating under joint management.

While each Association is owned by its localfarmers and ranchers, the cooperatives pool their resources, experience, andtalent to deliver affordable credit, crop insurance services, and financialservices.

AgCountry serves portions of North Dakota, Minnesota, andWisconsin, FCSAmerica serves rural communities and agriculture in Iowa, Nebraska,South Dakota, and Wyoming, and Frontier Farm Credit serves eastern Kansas.

Together,we serve nearly 82,000 producers andagribusinesses, meeting the needs of today’s agricultural industry with ourcombined 2600 employees providing lending, risk management, business services,technology, commodity marketing, and customer and employee education.

We have employment opportunities across our combined eight states. AgCountry isheadquartered in Fargo, ND and has 45 local offices;

FCSAmerica isheadquartered in Omaha, Nebraska, and has 48 local offices; and Frontier FarmCredit is headquartered in Manhattan, KS and has six local offices.

Last updated : 2024-05-23

Job Summary

JOB TYPE

Full Time

SALARY

$61k-87k (estimate)

POST DATE

05/25/2024

EXPIRATION DATE

05/25/2024

WEBSITE

agcountry.com

HEADQUARTERS

MEDFORD, WI

SIZE

200 - 500

FOUNDED

1917

REVENUE

$200M - $500M

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About AgCountry Farm Credit Services

AgCountry Farm Credit Services provides credit and financial services to farmers and ranchers in eastern North Dakota, northwest and west central Minnesota, eastern Wisconsin and to agribusinesses across the country.

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