Independent Wealth Advisor

Voya Financial Advisors; Morocco (IN); Remote; USD 60,000 - 120,000; 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 firm is seeking a Financial Professional to enhance client acquisition and provide strategic financial planning. The role involves retirement planning and investment strategies, necessitating strong expertise in defined contribution plans and securities registrations. Candidates must have excellent relationship building skills and a desire to assist clients in reaching their financial goals, under a supportive brand with comprehensive resources.

Qualifications

• Experience working retail wealth management, defined contribution plans, 403(b), 457, and 401(a) preferred.
• Desire to assist clients in meeting financial and retirement goals.

Responsibilities

• Client acquisition and financial planning for retail wealth management.
• 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 in retail wealth management

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Job description

A leading financial services firm is seeking a Financial Professional to enhance client acquisition and provide strategic financial planning. The role involves retirement planning and investment strategies, necessitating strong expertise in defined contribution plans and securities registrations. Candidates must have excellent relationship building skills and a desire to assist clients in reaching their financial goals, under a supportive brand with comprehensive resources.