Voya Financial Advisor

Voya Financial Advisors; Kentucky; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Professional development resources

Access to client base

Turnkey marketing services

Competitive salaries and benefits

Turnkey marketing services

Transition assistance

Work-Life Balance Program

Professional development resources

Job summary

A leading financial services provider in the United States is seeking a Financial Professional to join their team. This role involves client acquisition, financial planning, and conducting retirement seminars. Candidates should have experience with defined contribution plans, possess relevant securities registrations, and demonstrate strong relationship-building skills. Competitive salary plus commissions offered.

Qualifications

• Experience with defined contribution plans, 403(b), 457, and 401(a) preferred.
• Desire to assist clients meet their financial goals.
• Ability to conduct retirement and investment seminars.
• Relationship building with clients and plan sponsors.
• Fund knowledge and pricing knowledge.

Responsibilities

• Responsible for client acquisition and financial planning.
• Conduct 403(b)/457 enrollment and offer retirement strategies.
• Research client service issues and investment questions.
• Schedule and conduct one-on-one appointments to present investment solutions.

Skills

Client acquisition

Financial planning

Relationship building

Territory management

Fund knowledge

Education

Registered Representative with experience in retail wealth management

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Tools

Series 7/65/66

Job description

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.

As a Voya Financial employee, you’ll enjoy:

• 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.

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 nationwide to work plan retail wealth management and plan sponsor business.

This position will be responsible for client acquisition, financial planning, 403(b)/457 enrollment, 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.

To be eligible for the Financial Professional role, candidates must possess the following qualifications:

• Registered Representative with experience working retail wealth management, 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

Qualified candidates are expected to have the following 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

At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success – including:

• 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
• Competitive base salary + commissions

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).