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Retirement Plan Advisor
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- 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.
- 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
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Non-sales positions have the opportunity to participate in a bonus program.
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