FINRA Series 6 Licensed Specialist
A company is looking for a Specialist, Bundled Client Services to guide plan sponsors and financial professionals through retirement plans and ensure effective service delivery. Key Responsibilities: Conducts quarterly plan checkup reviews with plan sponsors Serves as a shared point of contact for plan sponsors and financial professionals Develops and manages relationships with internal/external clients and business partners Required Qualifications: 4+ years of experience in financial services, focusing on retirement plans Deep knowledge of ERISA, IRS regulations, and qualified plan design FINRA Series 6 license required (must be obtained within 120 days from hire) Undergraduate studies or equivalent related work experience Ability to analyze business needs and recommend appropriate solutions
A company is looking for a Specialist, Bundled Client Services to guide plan sponsors and financial professionals through retirement plans and ensure effective service delivery.
Key Responsibilities:
Conducts quarterly plan checkup reviews with plan sponsors
Serves as a shared point of contact for plan sponsors and financial professionals
Develops and manages relationships with internal/external clients and business partners
Required Qualifications:
4+ years of experience in financial services, focusing on retirement plans
Deep knowledge of ERISA, IRS regulations, and qualified plan design
FINRA Series 6 license required (must be obtained within 120 days from hire)
Undergraduate studies or equivalent related work experience
Ability to analyze business needs and recommend appropriate solutions
