Retirement Wealth Advisor – Plan Sponsor Relationships

voya; Omaha (NE); On-site; USD 65,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional in the greater Omaha area to work plan sponsor relationships and assist in retail wealth management for an existing book of business.

The role focuses on 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates will prospect, schedule and conduct one-on-one appointments, recommend and implement investment strategies, and address client service questions.

Qualifications

• Registered Representative with experience working defined contribution plans (403(b), 457, 401(a) preferred).
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.
• Desire to help clients meet financial and retirement goals and become a top producer.

Responsibilities

• Prospect, schedule and conduct one-on-one appointments.
• Recommend and implement investment strategies for clients.
• Research client service issues and address investment questions.
• Conduct retirement and investment seminars for participants.
• Manage plan sponsor relationships and support retail wealth management for an existing book.

Skills

Defined contribution knowledge

Relationship building

Territory management

Prospecting

Investment strategies

Education

Series 7/65/66 licensure

Job description

Voya Financial Advisors, Inc. seeks a Financial Professional in the greater Omaha area to work plan sponsor relationships and assist in retail wealth management for an existing book of business.

The role focuses on 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates will prospect, schedule and conduct one-on-one appointments, recommend and implement investment strategies, and address client service questions.