Retirement & Investments Advisor

Voya Financial Advisors; Tampa (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries and benefits

Turnkey marketing services

Job summary

A leading independent broker-dealer is seeking a Financial Professional in Tampa Bay to manage plan sponsor relationships in the education market. This role involves providing 403(b)/457 enrollment and investment strategies, conducting educational seminars, and requires expertise in defined contribution plans. Ideal candidates will have relevant securities registrations, life and health insurance licenses, and a desire to excel in financial services. Benefits include access to a client base, a wide array of financial products, and transition assistance.

Qualifications

• Experience with defined contribution plans, including 403(b), 457, and 401(a).
• Desire to assist clients in meeting financial and retirement goals.

Responsibilities

• Responsible for 403(b)/457 enrollment and participant education.
• Conduct one-on-one appointments and investment seminars.
• Research client service issues and investment questions.

Skills

Strong understanding of defined contribution marketplace

Territory management

Relationship building

Fund knowledge

Education

Registered Representative experience

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading independent broker-dealer is seeking a Financial Professional in Tampa Bay to manage plan sponsor relationships in the education market. This role involves providing 403(b)/457 enrollment and investment strategies, conducting educational seminars, and requires expertise in defined contribution plans. Ideal candidates will have relevant securities registrations, life and health insurance licenses, and a desire to excel in financial services. Benefits include access to a client base, a wide array of financial products, and transition assistance.