Retirement & Wealth Advisor - Plan, Educate, Grow
Voya Financial Advisors
14 days+
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Benefits offered by this job
Job summary
A leading financial services company is seeking a Financial Professional in Independence, Ohio. The candidate will manage plan sponsor relationships, assist in retail wealth management, and conduct seminars on retirement and investment strategies. Ideal candidates are Registered Representatives with a strong understanding of defined contribution plans and securities registrations. This role offers a competitive salary and a robust support system for client management.
Qualifications
- Registered Representative with experience in defined contribution plans preferred.
- Desire to assist clients in meeting financial and retirement goals.
- Ability to conduct retirement and investment seminars.
Responsibilities
- Manage plan sponsor relationships and assist in retail wealth management.
- Conduct one-on-one appointments and recommend investment strategies.
- Research client service issues and investment questions.
Skills
Strong understanding of the defined contribution marketplace
Knowledge of rules/regulations around contribution limits
Territory management
Business development
Relationship building
Fund knowledge
Product/pricing knowledge
Education
Registered Representative experience
Securities registrations – Series 7, 65 & 66
Life & Health Insurance Licenses
Tools
Voya brand access
Client management technology and systems
Job description
A leading financial services company is seeking a Financial Professional in Independence, Ohio. The candidate will manage plan sponsor relationships, assist in retail wealth management, and conduct seminars on retirement and investment strategies. Ideal candidates are Registered Representatives with a strong understanding of defined contribution plans and securities registrations. This role offers a competitive salary and a robust support system for client management.
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