Ohio Licensed Financial Consultant

Job Summary

A company is looking for a Consultant in Technical Financial Services focused on Retirement Plans Document & Design.

Key Responsibilities:

• Consults with wholesalers, advisors, and plan sponsors on complex retirement plan design options
• Assists the New Business organization by clarifying Nationwide's closing paperwork and retirement plan documentation
• Educates plan sponsors and financial professionals on Nationwide's closing documents and ERISA provisions related to retirement plans

Required Qualifications:

• Undergraduate studies in business, marketing, economics, finance, or a related field preferred
• FINRA Series 6 license required
• Minimum of six years of experience in retirement plans
• Strong understanding of retirement plan pricing models and advisor compensation structures
• ERISA experience required