Ohio Licensed Financial Consultant
VirtualVocationsMadison, Wisconsin, United States2 days ago
Job type
- Full-time
Job description
A company is looking for a Consultant in Technical Financial Services focused on Retirement Plans Document & Design.
Key Responsibilities :
Consults with wholesalers, advisors, and plan sponsors on complex retirement plan design options
Assists the New Business organization by clarifying Nationwide's closing paperwork and retirement plan documentation
Educates plan sponsors and financial professionals on Nationwide's closing documents and ERISA provisions related to retirement plans
Required Qualifications :
Undergraduate studies in business, marketing, economics, finance, or a related field preferred
FINRA Series 6 license required
Minimum of six years of experience in retirement plans
Strong understanding of retirement plan pricing models and advisor compensation structures
ERISA experience required
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Financial Consultant • Madison, Wisconsin, United States
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