Retirement & Investment Advisor

Voya Financial Advisors; Jackson (TN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries and superior benefits

Transition assistance

Full access to the Voya brand

Job summary

A leading financial advisory firm is seeking a Financial Professional to manage plan sponsor relationships in Jackson, TN. This role requires candidates to handle 403(b) and 457 enrollments, conduct retirement seminars, and implement investment strategies. Ideal candidates will have experience in defined contribution plans and hold necessary securities registrations. The firm offers extensive tools for success and fosters career development through various resources.

Qualifications

• Registered Representative with experience in defined contribution plans preferred.
• Ability to conduct retirement and investment seminars.
• Desire to assist clients in meeting their financial goals.

Responsibilities

• Responsible for 403(b)/457 enrollment and participant education.
• Recommend and implement investment strategies.
• Prospect and conduct one-on-one appointments.

Skills

Understanding of defined contribution marketplace

Relationship building

Fund knowledge

Territory management

Business development

Education

Life & Health Insurance Licenses

Securities registrations – Series 7, 65 & 66

Job description

A leading financial advisory firm is seeking a Financial Professional to manage plan sponsor relationships in Jackson, TN. This role requires candidates to handle 403(b) and 457 enrollments, conduct retirement seminars, and implement investment strategies. Ideal candidates will have experience in defined contribution plans and hold necessary securities registrations. The firm offers extensive tools for success and fosters career development through various resources.