Retirement & Investment Advisor

Voya Financial Advisors; Delaware; On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries and benefits

Access to existing client base

Job summary

A leading financial services firm in Delaware is seeking a Financial Professional to manage retirement and investment strategies for clients. In this role, you'll be responsible for 403(b)/457 enrollment and conducting client seminars. Candidates should possess relevant securities registrations and demonstrate an understanding of the defined contribution marketplace. This position offers competitive compensation and the opportunity for professional development.

Qualifications

• Experience working defined contribution plans, including 403(b), 457, and 401(a).
• Desire to assist clients meet their financial and retirement goals.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies.
• Conduct one-on-one appointments and recommend investment strategies.
• Research client service issues and investment questions.

Skills

Strong understanding of the defined contribution marketplace

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Registered Representative with experience

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial services firm in Delaware is seeking a Financial Professional to manage retirement and investment strategies for clients. In this role, you'll be responsible for 403(b)/457 enrollment and conducting client seminars. Candidates should possess relevant securities registrations and demonstrate an understanding of the defined contribution marketplace. This position offers competitive compensation and the opportunity for professional development.