Retirement Plan Advisor | 403(b)/457 Specialist

Voya Financial Advisors; Las Vegas (NV); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Access to existing client base

Technology and systems for client management

Job summary

A leading independent broker-dealer is seeking a Financial Professional in the greater Las Vegas area. The role involves working with plan sponsor relationships and conducting enrollment and seminars for retirement strategies. Candidates should have an understanding of defined contribution plans and should possess necessary financial licenses. This position offers tools and resources for career success and access to a client base.

Qualifications

• Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.
• Desire to assist clients meet their financial and retirement goals.

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies.
• Conduct participant education and seminars.
• Prospect and schedule one-on-one appointments.

Skills

Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))

Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Job description

A leading independent broker-dealer is seeking a Financial Professional in the greater Las Vegas area. The role involves working with plan sponsor relationships and conducting enrollment and seminars for retirement strategies. Candidates should have an understanding of defined contribution plans and should possess necessary financial licenses. This position offers tools and resources for career success and access to a client base.