Independent Wealth Advisor

Voya Financial Advisors; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries and superior benefits

Turnkey marketing services

Access to existing client base

Job summary

A leading financial services firm is seeking a Financial Professional to join their team nationwide. This role involves client acquisition, financial planning, managing retirement and investment strategies, and conducting seminars. Candidates should have the necessary securities registrations, a good understanding of defined contribution plans, and the desire to assist clients in reaching their financial goals. This position offers the opportunity to work with a talented team and access to a wide array of financial products and tools.

Qualifications

• Desire to assist clients meet their financial and retirement goals and efforts to become a top producer.
• Ability to prospect, schedule, and conduct one-on-one appointments.
• Conduct retirement and investment seminars.

Responsibilities

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

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 in retail wealth management

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial services firm is seeking a Financial Professional to join their team nationwide. This role involves client acquisition, financial planning, managing retirement and investment strategies, and conducting seminars. Candidates should have the necessary securities registrations, a good understanding of defined contribution plans, and the desire to assist clients in reaching their financial goals. This position offers the opportunity to work with a talented team and access to a wide array of financial products and tools.