Retirement Planning Advisor

Voya Financial Advisors; Matthews (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries and superior benefits

Access to existing client base

Technology and systems support

Job summary

A leading financial advisory firm in Matthews, NC, seeks a Financial Professional to handle plan sponsor relationships and provide retirement strategies. Key responsibilities include client enrollment, managing investments, and conducting seminars. The ideal candidate has a strong understanding of defined contribution plans and relevant securities registrations. This position offers comprehensive resources for success in the financial services industry.

Qualifications

• Must have ability to conduct retirement and investment seminars.
• Desire to assist clients meet their financial and retirement goals.

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies.
• Conduct one on one appointments, recommend and implement investment strategies.
• Research client service issues and investment questions.

Skills

Strong understanding of the defined contribution marketplace

Knowledge of rules/regulations around contribution limits

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Registered Representative with experience working defined contribution plans

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial advisory firm in Matthews, NC, seeks a Financial Professional to handle plan sponsor relationships and provide retirement strategies. Key responsibilities include client enrollment, managing investments, and conducting seminars. The ideal candidate has a strong understanding of defined contribution plans and relevant securities registrations. This position offers comprehensive resources for success in the financial services industry.