FINRA Series 6 Licensed Specialist

Company: VirtualVocations
Location: Arvada
Posted on: March 7, 2025

Job Description:

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

Keywords: VirtualVocations, Arvada , FINRA Series 6 Licensed Specialist, Other , Arvada, Colorado

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