Retirement & Defined Contribution Plan Advisor

voya; New York (NY); Remote; USD 70,000 - 100,000; Full time

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional to join our nationwide team handling plan retail wealth management and plan sponsor business.

You will be responsible for client acquisition, financial planning, 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates will be experienced in retail wealth management, possess securities licenses (Series 7/65/66 preferred) and life & health licenses, and be able to schedule

Qualifications

• Registered Representative with experience in retail wealth management and defined contribution plans (403b, 457, 401(a) a plus).
• Life & Health Insurance Licenses.
• Desire to help clients reach retirement goals and become a top producer in financial services.

Responsibilities

• Prospect, schedule and conduct one-on-one appointments with clients.
• Recommend and implement investment strategies for retirement and wealth management.
• Research client service issues and answer investment questions.
• Conduct retirement and investment seminars.

Skills

Prospecting

Appointment scheduling

Investment strategies

Retirement planning

Financial planning

Seminars

Relationship building

Plan sponsor experience

Licenses – Series 7/65/66

Tools

Series 7/65/66 licenses

Job description

Voya Financial Advisors, Inc. seeks a Financial Professional to join our nationwide team handling plan retail wealth management and plan sponsor business.

You will be responsible for client acquisition, financial planning, 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates will be experienced in retail wealth management, possess securities licenses (Series 7/65/66 preferred) and life & health licenses, and be able to schedule