Retirement Planning Specialist

Voya Financial Advisors; Providence (RI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Access to an existing client base

Job summary

A leading financial services firm is seeking a Financial Professional in Providence, Rhode Island, to manage plan sponsor relationships. The role involves enrolling clients in retirement plans, providing education on investment strategies, and conducting seminars. Candidates must have relevant securities registrations and a strong understanding of the defined contribution marketplace. This position offers competitive salaries, career development resources, and access to a wide array of financial products, making it an excellent opportunity for motivated individuals.

Qualifications

• Experience with 403(b), 457, and 401(a) preferred.
• Desire to assist clients meet their financial goals.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Responsible for 403(b)/457 enrollment and investment strategies.
• Conduct one-on-one appointments with clients.
• Research client service issues and investment questions.

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 – Minimum registrations needed, series 6/63 and Rhode Island life and health

Job description

A leading financial services firm is seeking a Financial Professional in Providence, Rhode Island, to manage plan sponsor relationships. The role involves enrolling clients in retirement plans, providing education on investment strategies, and conducting seminars. Candidates must have relevant securities registrations and a strong understanding of the defined contribution marketplace. This position offers competitive salaries, career development resources, and access to a wide array of financial products, making it an excellent opportunity for motivated individuals.