Independent Wealth Advisor

Voya Financial Advisors; Town of Florida (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Transition assistance

Turnkey marketing services

Job summary

A leading financial services firm located in New York is seeking a Financial Professional. In this role, you will be responsible for client acquisition and financial planning within the retail wealth management sector. Candidates should possess relevant securities registrations and a strong understanding of defined contribution plans. The firm offers competitive salaries and an extensive range of tools to ensure success in this role, including access to a client base and financial products.

Qualifications

• Registered Representative with experience in retail wealth management.
• Desire to assist clients in achieving financial and retirement goals.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Client acquisition and financial planning.
• Conduct one-on-one appointments and implement investment strategies.
• Research client service issues and conduct seminars.

Skills

Strong understanding of the defined contribution marketplace

Territory management and business development

Relationship building

Fund knowledge

Product/pricing knowledge

Education

Series 7, 65 & 66 securities registrations

Life & Health Insurance Licenses

Job description

A leading financial services firm located in New York is seeking a Financial Professional. In this role, you will be responsible for client acquisition and financial planning within the retail wealth management sector. Candidates should possess relevant securities registrations and a strong understanding of defined contribution plans. The firm offers competitive salaries and an extensive range of tools to ensure success in this role, including access to a client base and financial products.