Retirement Planning Advisor (403(b)/457)

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

Benefits offered by this job

Professional development resources

Competitive salaries and benefits

Work-Life Balance Program

Turnkey marketing services

Job summary

A leading financial services firm in Starkville is seeking a Financial Professional to manage plan sponsor relationships in tax-exempt markets. The role requires conducting enrollment for retirement plans, implementing investment strategies, and providing education to participants. Qualified candidates should have experience with defined contribution plans and relevant securities registrations. The firm offers comprehensive resources for success, including access to a client base and financial products.

Qualifications

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

Responsibilities

• Manage plan sponsor relationships in tax-exempt markets.
• Conduct enrollment for 403(b)/457 plans.
• Recommend and implement investment strategies.

Skills

Understanding of defined contribution marketplace

Relationship building

Territory management

Product/pricing knowledge

Education

Registered Representative experience

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial services firm in Starkville is seeking a Financial Professional to manage plan sponsor relationships in tax-exempt markets. The role requires conducting enrollment for retirement plans, implementing investment strategies, and providing education to participants. Qualified candidates should have experience with defined contribution plans and relevant securities registrations. The firm offers comprehensive resources for success, including access to a client base and financial products.