Retirement Planning & Wealth Advisor

Voya Financial Advisors; Lexington (KY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Job summary

A financial services firm is looking for a Financial Professional to join their Lexington, KY team. The role involves managing plan sponsor relationships and providing retail wealth management solutions. Ideal candidates will have experience with various defined contribution plans and possess the necessary securities registrations and insurance licenses. Strong skills in prospecting, relationship building, and conducting seminars are essential for success in this position.

Qualifications

• Registered Representative with experience in defined contribution plans.
• Hold Securities registrations: Series 7, 65 & 66 preferably.
• Possess Life & Health Insurance Licenses.
• Desire to meet clients' financial goals.

Responsibilities

• Manage 403(b)/457 enrollment and retail wealth management.
• Assist in educating participants through seminars.
• Research and answer client service issues.

Skills

Prospecting

Client relationship building

Territory management

Knowledge of investment strategies

Conducting seminars

Job description

A financial services firm is looking for a Financial Professional to join their Lexington, KY team. The role involves managing plan sponsor relationships and providing retail wealth management solutions. Ideal candidates will have experience with various defined contribution plans and possess the necessary securities registrations and insurance licenses. Strong skills in prospecting, relationship building, and conducting seminars are essential for success in this position.