Retirement Planning Advisor — 403(b)/457 Specialist

Voya Financial Advisors; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development resources

Work-life balance program

Turnkey marketing services

Transition assistance

Competitive base salary + commissions

Job summary

A leading financial services firm is seeking a Financial Professional in Houston to develop plan sponsor relationships in the education market. The role requires expertise in 403(b), 457, and investment strategies, with responsibilities including prospecting appointments and conducting educational seminars. Ideal candidates will have relevant securities registrations and a strong understanding of the defined contribution marketplace. This opportunity offers competitive compensation and access to a range of financial products and support resources.

Qualifications

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

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies.
• Prospect, schedule, and conduct one-on-one appointments.
• Recommend and implement investment strategies.

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

Education

Registered Representative

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Job description

A leading financial services firm is seeking a Financial Professional in Houston to develop plan sponsor relationships in the education market. The role requires expertise in 403(b), 457, and investment strategies, with responsibilities including prospecting appointments and conducting educational seminars. Ideal candidates will have relevant securities registrations and a strong understanding of the defined contribution marketplace. This opportunity offers competitive compensation and access to a range of financial products and support resources.