State Licensed Financial Analyst

Job Summary

Supporting financial analysis for nonqualified retirement plans, the full-time remote Nonqualified Analytics Analyst will manage deliverables, assist senior analysts, and engage in ongoing learning to help clients achieve financial freedom.

Key responsibilities

• Manage deliverables to ensure adherence to service level agreements and departmental protocols
• Research life insurance and nonqualified retirement plan concepts while assisting with data entry into analytic models
• Support key initiatives and projects, including market research and process improvements

Required qualifications

• Bachelor's degree and/or equivalent experience
• Familiarity with Excel
• Life insurance license within established guidelines
• FINRA Series 6 and 63 licenses within established guidelines
• Effective time management skills