Financial Advisor

Voya Financial; Albuquerque, Santa Fe (NM, NM); On-site; USD 65,000 - 90,000; Full time

Job summary

Voya Financial is seeking a seasoned financial professional to deliver personalized investment solutions and help clients reach their long-term goals. The role involves creating comprehensive financial plans, cross-checking plans for accuracy, and supporting investment professionals in managing client relationships.

Ideal candidates will have a Bachelor's degree in Finance or related field and 5+ years of industry experience with a strong understanding of the investment business.

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years' of industry experience.
• Strong understanding of the investment business.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Financial planning

Client relationship management

Attention to detail

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilitie

• sProvide financial planning support to client
• sSupport investment professionals to cultivate client relationship
• sPrepare financial plans and check their accurac

yQualificatio

• ns
  Bachelor's degree in Finance or related fi
• eld5+ years' of industry experie
• nceStrong understanding of the investment busin