Retirement Planning Advisor

Voya Financial Advisors; Cleveland (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Job summary

A leading financial services firm is seeking a dynamic Financial Advisor to join their Cleveland team. The ideal candidate will engage and educate employees on retirement plan benefits, guide them through the enrollment process, and conduct educational meetings. Required qualifications include Series 6 and 63 registrations, Life & Health Insurance licenses, and preferably experience with defined contribution plans. This is an on-site position with a focus on client engagement and teamwork.

Qualifications

• Candidates must possess Series 6 and 63 registrations, and ideally 7, 65, or 66.
• Must hold Life & Health Insurance licenses.
• Experience with 403(b), 457(b), and 401(a) plans preferred.

Responsibilities

• Engage and educate employees about retirement plan benefits.
• Guide employees through the enrollment process.
• Conduct group education meetings live and virtually.

Skills

Teamwork

Financial education

Client engagement

Education

Securities registrations — Series 6 and 63

Life & Health Insurance licenses

Experience with defined contribution plans

Job description

A leading financial services firm is seeking a dynamic Financial Advisor to join their Cleveland team. The ideal candidate will engage and educate employees on retirement plan benefits, guide them through the enrollment process, and conduct educational meetings. Required qualifications include Series 6 and 63 registrations, Life & Health Insurance licenses, and preferably experience with defined contribution plans. This is an on-site position with a focus on client engagement and teamwork.