Independent Wealth Advisor

Voya Financial Advisors; Kansas; Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries and superior benefits

Access to existing client base

Turnkey marketing services

Job summary

A leading independent broker-dealer is seeking a Financial Professional to manage retail wealth and plan sponsor business. This role focuses on client acquisition, financial planning, and conducting seminars. Applicants must have experience in defined contribution plans and possess relevant securities licenses. The position offers competitive base salary plus commissions and full access to a client base and various financial products.

Qualifications

• Experience working in retail wealth management and defined contribution plans preferred.
• Desire to assist clients in meeting financial and retirement goals.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Client acquisition and financial planning.
• Conducting one-on-one appointments and recommending investment strategies.
• Researching client service issues and investment questions.

Skills

Strong understanding of the defined contribution marketplace

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Registered Representative with experience

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Job description

A leading independent broker-dealer is seeking a Financial Professional to manage retail wealth and plan sponsor business. This role focuses on client acquisition, financial planning, and conducting seminars. Applicants must have experience in defined contribution plans and possess relevant securities licenses. The position offers competitive base salary plus commissions and full access to a client base and various financial products.