FINRA Series 6 Licensed Specialist
Job Summary
A company is looking for a Specialist, Bundled Client Services.
Key Responsibilities:
- Conducts quarterly plan checkup reviews with plan sponsors
- Serves as shared point of contact for plan sponsors and financial professionals
- Develops and manages relationships with internal/external clients and business partners
Required Qualifications:
- Undergraduate studies or equivalent related work experience
- FINRA Series 6 license required within 120 days of start date
- Four years of financial services experience in retirement plans
- Advanced knowledge of retirement plans, ERISA, and IRS requirements
- Understanding of complex financial concepts and qualified retirement plan concepts
COMPLETE JOB DESCRIPTION
The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...
Company Overview
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
BBB URL BBB URL
The company description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...
BECOME A PREMIUM MEMBER TO
UNLOCK FULL JOB DETAILS & APPLY
- ACCESS TO FULL JOB DETAILS AND APPLICATION INFORMATION
- HUMAN-SCREENED REMOTE JOBS AND EMPLOYERS
- COURSES, GROUP CAREER COACHING AND RESOURCE DOWNLOADS
- DISCOUNTED CAREER SERVICES, RESUME WRITING, 1:1 COACHING AND MORE
- EXCELLENT CUSTOMER SUPPORT FOR YOUR JOB SEARCH
