Voya Financial Advisor

voya; Town of Florida (NY); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Brand support

Existing client base

Turnkey marketing services

Competitive base salary + commissions

Job summary

Voya Financial Advisors, Inc. is seeking a Financial Professional to join our team nationwide to grow our plan retirement and wealth management business.

You will help clients meet retirement goals and provide comprehensive financial planning and education. The role involves acquiring clients, conducting one-on-one appointments, enrolling in 403(b)/457 plans, and delivering retirement and investment seminars.

Qualifications

• Registered Representative with experience in retail wealth management and defined contribution plans
• Series 7, 65 & 66 registrations preferred
• Life & Health Insurance Licenses preferred
• Desire to help clients meet retirement goals and to become a top producer in the Financial Services Industry

Responsibilities

• Acquire new clients and schedule one-on-one appointments
• Provide financial planning and investment guidance
• Enroll participants in 403(b)/457 plans and facilitate enrollment
• Deliver retirement and investment seminars and educate participants

Skills

Prospecting

Relationship building

Financial planning

Seminar delivery

Education

Series 7

Series 65

Series 66

Life & Health 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).