Voya Financial Advisor

voya; Washington (District of Columbia); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Commissions

Access to existing client base

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.

The role focuses on client acquisition, financial planning, enrollment in 403(b)/457, and delivering retirement and investment strategies with participant education and seminars. Qualified candidates should hold securities licenses (Series 7/65/66 preferred), Life & Health Insurance licenses, and have a strong drive to become a top

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 to become a top producer

Responsibilities

• Acquire clients, provide financial planning, and enroll in 403(b)/457 plans or 401(a).
• Develop retirement and investment strategies and educate participants through seminars.
• Prospect, schedule and conduct one-on-one appointments and research client questions.

Skills

Defined contribution knowledge

Territory management

Relationship building

Fund knowledge

Securities 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).