Voya Bend/Central OR Financial Advisor

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.
• Desire to help clients meet retirement goals and become a top producer.

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.
• Conduct retirement and investment seminars.

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

Communication skills

Job description

About Voya

As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time.

Why Work With Us

• A wide variety of career fields
• Professional development to help advance your career through continuous learning resources such as the U.S. Learning Center and Career Development Resources
• Competitive salaries and superior benefits including a Work‑Life Balance Program
• Association with an organization that has a reputation as a dedicated corporate citizen with a demonstrated commitment to the local community
• The opportunity to work with some of the most talented people in your field, in an informal environment.
• Working in an organization with a track record of financial strength, continued growth, and unlimited future potential!

Current job opportunities are posted here as they become available.

Position Overview

Voya Financial Advisors®, Inc., a leading independent broker‑dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Bend area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business. This position will be responsible for 403(b)/457 enrollment, retail wealth management, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one‑on‑one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.

Eligibility and Licenses

• 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

Key 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

Benefits and Resources

• Full access to the Voya brand
• Access to existing client base
• Wide array of financial products
• Technology and systems to enable you to efficiently manage your clients’ financial information and plans
• Turnkey marketing services
• Transition assistance, if applicable
• Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).