Voya Financial Advisor

voya; New Mexico; On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors®, Inc. is seeking a Financial Professional to join our nationwide team to work plan retail wealth management and plan sponsor business.

You will focus on client acquisition, financial planning, 403(b)/457 enrollment, retirement and investment strategies, and participant education. Qualified candidates should have securities licenses (Series 7, 65, 66), life and health licenses, and a track record in leading client relationships and business development.

Qualifications

• Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)).
• Knowledge of contribution limits, loans, withdrawals, vesting, and plan documents.
• Territory management and business development.
• Relationship building.
• Fund knowledge and product/pricing knowledge.

Responsibilities

• Prospect and schedule one-on-one appointments.
• Recommend and implement investment strategies.
• Research client service issues and investment questions.
• Conduct retirement and investment seminars.

Skills

Series 7

Series 65/66

Life & Health Licenses

Registered Rep

Prospecting

Appointment setting

Relationship building

Retirement planning

Job description

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 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).