Milwaukee Financial Advisor: Retirement & Education

voya; Milwaukee (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

Voya Financial Advisors, Inc. in the Milwaukee area seeks a Financial Professional to develop plan sponsor relationships and guide participants in retirement and investment planning. The role focuses on enrolling plan participants, educating them about strategies, and delivering seminars to groups and individuals.

The candidate will prospect and schedule appointments, recommend investment solutions, and research client service issues to provide clear, informed guidance.

Qualifications

• Registered Representative with experience working defined contribution plans (403(b), 457, 401(a).
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.
• Desire to help clients meet financial and retirement goals and become a top producer.

Responsibilities

• Enrollment, retirement and investment strategies and participant education/seminars.
• Prospect, schedule and conduct one-on-one appointments; recommend and implement investment strategies.
• Research client service issues and investment questions; conduct retirement/investment seminars.

Skills

Territory management

Business development

Relationship building

Fund knowledge

Product/pricing knowledge

Securities registrations

DC marketplace knowledge

Job description

Voya Financial Advisors, Inc. in the Milwaukee area seeks a Financial Professional to develop plan sponsor relationships and guide participants in retirement and investment planning. The role focuses on enrolling plan participants, educating them about strategies, and delivering seminars to groups and individuals.

The candidate will prospect and schedule appointments, recommend investment solutions, and research client service issues to provide clear, informed guidance.