Independent Wealth Advisor

Voya Financial Advisors; North Carolina; On-site; USD 50,000 - 70,000; 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 in North Carolina is seeking a Financial Professional to join its team. The role involves client acquisition, financial planning, and conducting seminars on retirement and investment strategies. Qualified candidates should have experience in defined contribution plans and hold relevant securities registrations. The position offers competitive salaries, commissions, and support for professional development.

Qualifications

• Registered Representative with experience in retail wealth management.
• Experience with defined contribution plans, preferably 403(b), 457, and 401(a).
• Ability to conduct retirement and investment seminars.

Responsibilities

• Client acquisition and financial planning.
• Conduct retirement and investment seminars.
• Recommend and implement investment strategies.

Skills

Strong understanding of the defined contribution marketplace

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Registered Representative

Life & Health Insurance Licenses

Securities registration – Series 7, 65 & 66

Job description

A leading financial services company in North Carolina is seeking a Financial Professional to join its team. The role involves client acquisition, financial planning, and conducting seminars on retirement and investment strategies. Qualified candidates should have experience in defined contribution plans and hold relevant securities registrations. The position offers competitive salaries, commissions, and support for professional development.