Retirement Planning Specialist | Financial Advisor

Voya Financial Advisors; Fairfax (VA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Wide variety of career fields

Professional development resources

Competitive salaries

Work-Life Balance Program

Informal work environment

Access to existing client base

Job summary

A leading independent broker-dealer is seeking a Financial Professional to build plan sponsor relationships. Responsibilities include managing 403(b)/457 enrollments, conducting investment strategies, and leading client education. Desired qualifications include experience with defined contribution plans, necessary securities registrations, and a passion for helping clients achieve their financial goals. This position offers competitive salaries and a supportive work environment.

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 and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry.

Responsibilities

• Responsible for 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.

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

Job description

A leading independent broker-dealer is seeking a Financial Professional to build plan sponsor relationships. Responsibilities include managing 403(b)/457 enrollments, conducting investment strategies, and leading client education. Desired qualifications include experience with defined contribution plans, necessary securities registrations, and a passion for helping clients achieve their financial goals. This position offers competitive salaries and a supportive work environment.