Independent Wealth Advisor

Voya Financial Advisors; Kentucky; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Professional development resources

Access to client base

Turnkey marketing services

Competitive salaries and benefits

Job summary

A leading financial services provider in the United States is seeking a Financial Professional to join their team. This role involves client acquisition, financial planning, and conducting retirement seminars. Candidates should have experience with defined contribution plans, possess relevant securities registrations, and demonstrate strong relationship-building skills. Competitive salary plus commissions offered.

Qualifications

• Experience with defined contribution plans, 403(b), 457, and 401(a) preferred.
• Desire to assist clients meet their financial goals.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Responsible for client acquisition and financial planning.
• Conduct 403(b)/457 enrollment and offer retirement strategies.
• Research client service issues and investment questions.

Skills

Client acquisition

Financial planning

Relationship building

Territory management

Fund knowledge

Education

Registered Representative with experience in retail wealth management

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial services provider in the United States is seeking a Financial Professional to join their team. This role involves client acquisition, financial planning, and conducting retirement seminars. Candidates should have experience with defined contribution plans, possess relevant securities registrations, and demonstrate strong relationship-building skills. Competitive salary plus commissions offered.