State Licensed Nonqualified Analyst
Company: VirtualVocations
Location: Vista
Posted on: May 10, 2025
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Job Description:
A company is looking for a Nonqualified Analytics Analyst to
provide financial analysis and reporting for nonqualified
retirement plans.
Key Responsibilities
Manage deliverables to meet SLAs and adhere to department
protocols
Research life insurance and nonqualified concepts, assisting senior
analysts with data entry into analytic models
Support key initiatives, projects, and team engagement through
participation in meetings and Q&A sessions
Required Qualifications
Bachelor's degree and/or equivalent experience
Familiarity with Excel
Life insurance license within established guidelines
FINRA series 6 and 63 within established guidelines
FINRA fingerprinting required
Keywords: VirtualVocations, Placentia , State Licensed Nonqualified Analyst, Professions , Vista, California
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