403(b)/457(b) Retirement Advisor — Education & Planning

Voya Financial Advisors; Seattle (WA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Full access to the Voya brand

Access to an existing client base

Turnkey marketing services

Job summary

A leading financial services firm in Seattle is seeking a Financial Professional to manage retirement enrollment and investment strategies. This role involves conducting one-on-one client meetings and seminars, ensuring clients are educated on their financial options. The ideal candidate will possess relevant securities registrations and a desire to help clients achieve their financial goals. This position offers access to a client base and a variety of financial products.

Qualifications

• Registered Representative with experience working defined contribution plans preferred.
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses required.
• Desire to assist clients meet their financial goals.

Responsibilities

• Manage 403(b)/457 enrollment and participant education.
• Prospect and conduct one-on-one appointments.
• Research client service issues and conduct seminars.

Skills

Understanding of defined contribution marketplace (403(b), 457, and 401(a))

Knowledge of rules/regulations around contribution limits, loans, withdrawals

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Job description

A leading financial services firm in Seattle is seeking a Financial Professional to manage retirement enrollment and investment strategies. This role involves conducting one-on-one client meetings and seminars, ensuring clients are educated on their financial options. The ideal candidate will possess relevant securities registrations and a desire to help clients achieve their financial goals. This position offers access to a client base and a variety of financial products.