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Financial Advisor Banking & Finance Financial Consultant

ERISA Technical Retirement Plans Consultant

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Nationwide
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Financial Advisor, Banking & Finance, Financial Consultant
Job Description & How to Apply Below
A leading financial services company in Ohio is looking for a Consultant in Technical Financial Services to support wholesalers and advisors. Responsibilities include consulting on retirement plan design, assisting with documentation, participating in sales presentations, and educating stakeholders on ERISA provisions. Candidates must have a FINRA Series 6 license and at least six years of experience in retirement plans. Strong communication skills and understanding of financial products are essential.

Competitive compensation and benefits are offered.
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