FINRA Series 6 Licensed Specialist
Company: VirtualVocations
Location: Arvada
Posted on: March 7, 2025
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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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