Retirement Planning Advisor (403b/457)

Voya Financial Advisors; Washington; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full access to the Voya brand

Access to existing client base

Technology and systems for client management

Transition assistance, if applicable

Turnkey marketing services

Job summary

A leading financial services firm in Washington is seeking a Financial Professional to manage plan sponsor relationships and facilitate 403(b)/457 enrollment. The ideal candidate will have experience in defined contribution plans (403(b) and 457), possess relevant securities licenses, and demonstrate strong relationship-building skills. This role offers competitive benefits, access to an established client base, and the opportunity to assist clients in achieving their financial goals.

Qualifications

• Experience working with defined contribution plans, including 403(b), 457, and 401(a).
• 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.
• Conduct one-on-one appointments and recommend investment strategies.
• Research client service issues and investment questions.

Skills

Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))

Relationship building

Territory management and business development

Fund knowledge and product/pricing knowledge

Education

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Registered Representative with experience working defined contribution plans preferred

Job description

A leading financial services firm in Washington is seeking a Financial Professional to manage plan sponsor relationships and facilitate 403(b)/457 enrollment. The ideal candidate will have experience in defined contribution plans (403(b) and 457), possess relevant securities licenses, and demonstrate strong relationship-building skills. This role offers competitive benefits, access to an established client base, and the opportunity to assist clients in achieving their financial goals.