Independent Wealth Advisor

Voya Financial Advisors; Town of Texas (WI); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Professional development resources

Work-Life Balance Program

Competitive salaries and benefits

Access to existing client base

Technology and systems for client management

Transition assistance

Job summary

A leading financial services firm located in Town of Texas, Wisconsin, is looking for a Financial Professional. This role involves client acquisition, financial planning, and conducting seminars on retirement and investment strategies. The ideal candidate should possess relevant securities registrations and a strong understanding of the defined contribution marketplace. Voya Financial Advisors offers tools and resources to ensure your success, including a competitive base salary along with commissions.

Qualifications

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

Responsibilities

• Client acquisition and financial planning.
• 403(b)/457 enrollment and investment strategies.
• Conduct retirement and investment seminars.

Job description

A leading financial services firm located in Town of Texas, Wisconsin, is looking for a Financial Professional. This role involves client acquisition, financial planning, and conducting seminars on retirement and investment strategies. The ideal candidate should possess relevant securities registrations and a strong understanding of the defined contribution marketplace. Voya Financial Advisors offers tools and resources to ensure your success, including a competitive base salary along with commissions.