Retirement Planning Advisor – Education & Growth
Voya Financial Advisors
14 days+
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Benefits offered by this job
Job summary
A financial services firm located in Dayton is seeking a Financial Professional to manage plan sponsor relationships in the education market. Responsibilities include conducting enrollment for retirement plans, advising on investment strategies, and leading client education seminars. Ideal candidates are Registered Representatives with experience in defined contribution plans and hold necessary securities licenses. The firm offers a competitive base salary with commission potential and access to an established client base.
Qualifications
- Registered Representative with experience in defined contribution plans preferred.
- Desire to assist clients in achieving financial and retirement goals.
Responsibilities
- Responsible for 403(b)/457 enrollment, retirement and investment strategies.
- Conduct one-on-one appointments and participant education seminars.
Skills
Understanding of defined contribution marketplace
Territory management and business development
Relationship building
Fund knowledge and product/pricing knowledge
Education
Securities registrations – Series 6 and Series 63
Life & Health Insurance Licenses
Job description
A financial services firm located in Dayton is seeking a Financial Professional to manage plan sponsor relationships in the education market. Responsibilities include conducting enrollment for retirement plans, advising on investment strategies, and leading client education seminars. Ideal candidates are Registered Representatives with experience in defined contribution plans and hold necessary securities licenses. The firm offers a competitive base salary with commission potential and access to an established client base.
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