Independent Wealth Advisor

Voya Financial Advisors; Maryland; On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries and benefits

Access to existing client base

Turnkey marketing services

Job summary

A leading financial services company located in the United States is seeking a Financial Professional to join their team. The role focuses on client acquisition, financial planning, and retirement strategies. Candidates should have experience in retail wealth management and hold relevant securities licenses. The company provides comprehensive tools and resources to support success, including access to an existing client base and competitive salary with commissions.

Qualifications

• Registered Representative with experience in retail wealth management preferred.
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.

Responsibilities

• Conduct client acquisition and financial planning.
• Implement retirement and investment strategies.
• Facilitate 403(b)/457 enrollment and participant education.

Skills

Client acquisition

Financial planning

Relationship building

Business development

Knowledge of defined contribution marketplace

Job description

A leading financial services company located in the United States is seeking a Financial Professional to join their team. The role focuses on client acquisition, financial planning, and retirement strategies. Candidates should have experience in retail wealth management and hold relevant securities licenses. The company provides comprehensive tools and resources to support success, including access to an existing client base and competitive salary with commissions.