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Ohio Licensed Financial Consultant

Ohio Licensed Financial Consultant

VirtualVocationsMadison, Wisconsin, United States
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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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