Junior Retirement & 403(b) Financial Advisor

Voya Financial Advisors; Melville (NY); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Professional development

Competitive salaries and benefits

Access to existing client base

Technology and systems for client management

Turnkey marketing services

Job summary

A leading financial services firm in Melville, NY is looking for a Junior Financial Advisor to join its team. The ideal candidate will be responsible for 403(b) enrollment, retirement, and investment counseling within K-12 market plan sponsor relationships. Candidates should have experience with defined contribution plans and the ability to conduct seminars. This position offers a competitive base salary plus commissions and access to a wide array of financial products and resources to ensure your success.

Qualifications

• Experience working with defined contribution plans such as 403(b), 457, and 401(a).
• Strong understanding of the defined contribution marketplace.
• Knowledge of rules and regulations regarding contributions, loans, and withdrawals.

Responsibilities

• Responsible for 403(b) enrollment, retirement, and investment counseling.
• Educate participants and conduct seminars.
• Build and manage client relationships.

Skills

Prospecting

Scheduling appointments

Retirement counseling

Investment strategies

Conducting seminars

Education

Registered Representative

Series 6 and Series 63 registrations

Life & Health Insurance Licenses

Job description

A leading financial services firm in Melville, NY is looking for a Junior Financial Advisor to join its team. The ideal candidate will be responsible for 403(b) enrollment, retirement, and investment counseling within K-12 market plan sponsor relationships. Candidates should have experience with defined contribution plans and the ability to conduct seminars. This position offers a competitive base salary plus commissions and access to a wide array of financial products and resources to ensure your success.