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Retirement Plan Advisor
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Full-time
- This Advisor will work with plan participants virtually and in person in the following counties: Columbia, Dodge, Fond du Lac, Green Lake, Jefferson, Marquette, Rock, Walworth, Washington, Waushara and Winnebago.
- Develop strategic partnerships with key contacts in each location and agencies within assigned territory
- FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration)
- Good working knowledge of the firm's products, the defined contribution business and ERISA
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
Expired 2 days agoInactive Job
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