Independent Wealth Advisor

Voya Financial Advisors; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Professional development resources

Competitive salary and commissions

Access to existing client base

Turnkey marketing services

Job summary

A leading financial advisory firm in New York is seeking a Financial Professional to join their team nationwide. This role focuses on client acquisition and financial planning, helping clients with investment strategies and retirement goals. Candidates should have experience in the defined contribution marketplace and possess relevant securities licenses. The company offers competitive salaries, commissions, marketing support, and the opportunity for professional development.

Qualifications

• Candidates must have experience with retail wealth management and defined contribution plans.
• Desire to assist clients in meeting their financial goals.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Responsible for client acquisition and financial planning.
• Conduct one-on-one appointments and recommend investment strategies.
• Research client service issues and answer 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 financial advisory firm in New York is seeking a Financial Professional to join their team nationwide. This role focuses on client acquisition and financial planning, helping clients with investment strategies and retirement goals. Candidates should have experience in the defined contribution marketplace and possess relevant securities licenses. The company offers competitive salaries, commissions, marketing support, and the opportunity for professional development.