Retirement & Plan Sponsor Wealth Advisor

voya; Quincy (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. in the Framingham area seeks a Financial Professional to support plan sponsor relationships and retail wealth management for an existing book of business. You will drive 403(b)/457 enrollments and retirement/investment strategies, while educating participants through seminars.

Ideal candidates bring Series 7/65/66 (or equivalent) registrations, life/health licenses, and a proven ability to prospect, schedule and conduct appointments to build top-tier client outcomes.

Qualifications

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

Responsibilities

• Manage plan sponsor relationships and assist in retail wealth management for an existing book of business.
• Handle 403(b)/457 enrollment, retirement and investment strategies, and participant education/seminars.
• Prospect, schedule and conduct one-on-one appointments and seminars; research client service issues.

Skills

Defined contribution knowledge

Relationship building

Territory management

Business development

Retirement planning

Investment strategies

Tools

Securities registrations

Life & Health Insurance Licenses

Job description

Voya Financial Advisors, Inc. in the Framingham area seeks a Financial Professional to support plan sponsor relationships and retail wealth management for an existing book of business. You will drive 403(b)/457 enrollments and retirement/investment strategies, while educating participants through seminars.

Ideal candidates bring Series 7/65/66 (or equivalent) registrations, life/health licenses, and a proven ability to prospect, schedule and conduct appointments to build top-tier client outcomes.