Retirement & Defined-Contribution Wealth Advisor

voya; Bend (OR); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Full access to the Voya brand

Access to existing client base

Turnkey marketing services

Job summary

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our team in the greater Bend area to manage plan sponsor relationships and assist in retail wealth management for an existing book of business.

The role includes 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars, with opportunities to conduct retirement and investment seminars for clients.

Qualifications

• Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a).
• Territory management and business development.
• Relationship building and client service

Responsibilities

• Prospect, schedule and conduct one-on-one appointments.
• Assist in enrollment and education for retirement plans and investments.
• Conduct retirement and investment seminars for clients and plan sponsors

Skills

Defined contribution knowledge

Territory management

Relationship building

Fund knowledge

Job description

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our team in the greater Bend area to manage plan sponsor relationships and assist in retail wealth management for an existing book of business.

The role includes 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars, with opportunities to conduct retirement and investment seminars for clients.