Retirement & Wealth Advisor — Grow Client Impact

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

Benefits offered by this job

Full access to the Voya brand

Access to existing client base

Wide array of financial products

Technology and systems for client management

Turnkey marketing services

Job summary

A leading financial services firm in Bend, Oregon, is seeking a Financial Professional to manage plan sponsor relationships and assist in retail wealth management. The role demands a strong understanding of defined contribution plans and the ability to conduct seminars. Candidates should have relevant registrations and a desire to help clients reach their financial goals. This position offers full access to the Voya brand and existing client base, allowing for significant professional development and career growth.

Qualifications

• Registered Representative with experience working defined contribution plans preferred.
• Desire to assist clients meet their financial and retirement goals.
• Securities registrations – Series 7, 65 & 66 preferred.

Responsibilities

• Work plan sponsor relationships and assist in retail wealth management for an existing book of business.
• Conduct retirement and investment seminars.
• Prospect, schedule, and conduct one-on-one appointments.

Skills

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

Relationship building

Territory management and business development

Fund knowledge and product/pricing knowledge

Job description

A leading financial services firm in Bend, Oregon, is seeking a Financial Professional to manage plan sponsor relationships and assist in retail wealth management. The role demands a strong understanding of defined contribution plans and the ability to conduct seminars. Candidates should have relevant registrations and a desire to help clients reach their financial goals. This position offers full access to the Voya brand and existing client base, allowing for significant professional development and career growth.