Retirement Planning Advisor - Educate & Grow Clients

Voya Financial Advisors; Eugene (OR); 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 efficient management

Turnkey marketing services

Transition assistance, if applicable

Job summary

A leading financial advisory firm in Eugene is looking for a Financial Professional to manage plan sponsor relationships. Responsibilities include conducting investment seminars and one-on-one client meetings. Candidates should have a strong grasp of defined contribution plans and necessary securities licenses. This position offers opportunities for career advancement and requires a desire to help clients reach their financial goals.

Qualifications

• Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.
• Desire to assist clients meet their financial and retirement goals.

Responsibilities

• 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars.
• Prospect, schedule and conduct one‑on‑one appointments.
• Recommend and implement investment strategies.
• Research client service issues and investment questions.
• Conduct retirement and investment seminars.

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 with experience

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Job description

A leading financial advisory firm in Eugene is looking for a Financial Professional to manage plan sponsor relationships. Responsibilities include conducting investment seminars and one-on-one client meetings. Candidates should have a strong grasp of defined contribution plans and necessary securities licenses. This position offers opportunities for career advancement and requires a desire to help clients reach their financial goals.