Retirement Planning Financial Pro | Growth & Impact

Voya Financial Advisors; Savannah (GA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Access to existing client base

Wide array of financial products

Job summary

A leading financial services firm is seeking a Financial Professional in Savannah, GA. This role involves managing relationships in the education market, conducting retirement enrollment, and providing investment strategies. Candidates should be well-versed in defined contribution plans and possess relevant securities licenses. This position offers opportunities for professional development and access to extensive resources.

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.

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education.
• Conduct one-on-one appointments, recommend and implement investment strategies.
• 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 working defined contribution plans

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Job description

A leading financial services firm is seeking a Financial Professional in Savannah, GA. This role involves managing relationships in the education market, conducting retirement enrollment, and providing investment strategies. Candidates should be well-versed in defined contribution plans and possess relevant securities licenses. This position offers opportunities for professional development and access to extensive resources.