A leading financial services firm is seeking a Financial Professional to join their team in Washington D.C. This role focuses on client acquisition, financial planning, and providing retirement and investment strategies. Ideal candidates will have securities registrations, experience in retail wealth management, and a desire to help clients meet their financial goals. The position offers competitive salary plus commissions and full access to the Voya brand and existing client base.
Qualifications
Registered Representative with experience in retail wealth management.
Securities registrations – Series 7, 65 & 66 preferred.
Life & Health Insurance Licenses required.
Responsibilities
Responsible for client acquisition and financial planning.
Conduct retirement and investment seminars.
Research client service issues and investment questions.
Skills
Client acquisition
Financial planning
Investment strategies
Territory management
Relationship building
Job description
A leading financial services firm is seeking a Financial Professional to join their team in Washington D.C. This role focuses on client acquisition, financial planning, and providing retirement and investment strategies. Ideal candidates will have securities registrations, experience in retail wealth management, and a desire to help clients meet their financial goals. The position offers competitive salary plus commissions and full access to the Voya brand and existing client base.