Voya Financial Advisor

voya; New York (NY); Remote; USD 70,000 - 100,000; Full time

Job summary

Voya Financial Advisors, Inc. seeks a Financial Professional to join our nationwide team handling plan retail wealth management and plan sponsor business.

You will be responsible for client acquisition, financial planning, 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates will be experienced in retail wealth management, possess securities licenses (Series 7/65/66 preferred) and life & health licenses, and be able to schedule

Qualifications

• Registered Representative with experience in retail wealth management and defined contribution plans (403b, 457, 401(a) a plus).
• Life & Health Insurance Licenses.
• Desire to help clients reach retirement goals and become a top producer in financial services.

Responsibilities

• Prospect, schedule and conduct one-on-one appointments with clients.
• Recommend and implement investment strategies for retirement and wealth management.
• Research client service issues and answer investment questions.
• Conduct retirement and investment seminars.

Skills

Prospecting

Appointment scheduling

Investment strategies

Retirement planning

Financial planning

Seminars

Relationship building

Plan sponsor experience

Licenses – Series 7/65/66

Tools

Series 7/65/66 licenses

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).