Framingham Retirement & Wealth Advisor

Voya Financial Advisors; Braintree (MA); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Access to existing client base

Technology and systems for client management

Turnkey marketing services

Job summary

A leading financial services company is looking for a Financial Professional in Massachusetts. The role involves managing 403(b)/457 enrollment, retail wealth management, and conducting investment seminars. Ideal candidates will have a background in defined contribution plans and relevant securities licenses. This position offers a competitive salary and access to a robust client base, supporting a successful career in financial services.

Qualifications

• Experience working defined contribution plans, such as 403(b), 457, and 401(a).
• Securities registrations preferred.
• Desire to assist clients in meeting financial goals.

Responsibilities

• Responsible for 403(b)/457 enrollment and retail wealth management.
• Assist in retirement and investment strategies.
• Conduct retirement and investment seminars.

Skills

Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))

Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Registered Representative with experience working defined contribution plans

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial services company is looking for a Financial Professional in Massachusetts. The role involves managing 403(b)/457 enrollment, retail wealth management, and conducting investment seminars. Ideal candidates will have a background in defined contribution plans and relevant securities licenses. This position offers a competitive salary and access to a robust client base, supporting a successful career in financial services.