Voya Financial Advisor

voya; North Dakota; On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Base salary + commissions

Voya brand access

Existing client base

Turnkey marketing services

Technology and systems support

Transition assistance

Job summary

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our nationwide team to drive plan retail wealth management and plan sponsor business. You will acquire clients, deliver financial planning, and guide 403(b)/457/plan enrollment while educating participants through seminars and education sessions.

The role emphasizes relationship building, territory development, and completing registrations while leveraging a full suite of Voya products and marketing support.

Qualifications

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

Responsibilities

• Prospect and schedule meetings with individuals and plan sponsors.
• Provide financial planning and retirement/investment strategies.
• Educate participants through seminars and workshops.
• Enroll clients in 403(b)/457/plan options and manage ongoing relationships.

Skills

Territory management

Relationship building

Defined contribution knowledge

Fund knowledge & pricing

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).