Retirement Planning & Investment Advisor

Voya Financial Advisors; Baltimore (MD); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Professional development resources

Work-Life Balance Program

Competitive salaries and superior benefits

Job summary

A leading independent broker-dealer is seeking a Financial Professional in the greater Baltimore area. This role involves managing plan sponsor relationships, conducting 403(b)/457 enrollments, and providing participant education. Ideal candidates will have experience with defined contribution plans and required securities registrations. Strong skills in territory management and relationship building are essential. Join an organization known for financial strength and a reputation as a dedicated corporate citizen.

Qualifications

• Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
• Desire to assist clients meet their financial and retirement goals.

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars.
• Prospect, schedule, and conduct one-on-one appointments.
• Conduct retirement and investment seminars.

Skills

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

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Job description

A leading independent broker-dealer is seeking a Financial Professional in the greater Baltimore area. This role involves managing plan sponsor relationships, conducting 403(b)/457 enrollments, and providing participant education. Ideal candidates will have experience with defined contribution plans and required securities registrations. Strong skills in territory management and relationship building are essential. Join an organization known for financial strength and a reputation as a dedicated corporate citizen.