Nathaniel Walters

Background

About Nathaniel Walters

I started my career as a Retirement Plan Services contractor assisting employees plan participants to help enroll and access their retirement accounts. Not long after, I had been converted to full time employee for the company due to my performance. With determination and a drive for learning, I managed to become a Leader of the Hardship Department for all of Pennsylvania Associates. As I had progressed in the role, I was given another career opportunity to obtain my FINRA Series SIE, 6 & 63 licenses. These achievements have allowed me to expand my knowledge in the retirement industry and propel my career with great opportunities. With the my continuous passion of learning new aspects of the retirement industry, I have landed on an opportunity to be an Installation Coordinator. In this role, I help with the onboarding of new and existing retirement plans. I enjoy the daily interactions with Clients, Financial Professionals and Third Party Administrators. Its a pleasure knowing that we share a common passion of ensuring our Clients receive the best service and that we have their best interest in mind. I am always working to expand my network and build my knowledge to better not only myself, but those I work with!