Voya Financial Advisor Cleveland

Voya Financial Advisors; Cleveland (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Community involvement

Job summary

A leading financial services firm is seeking a dynamic Financial Advisor to join their Cleveland team. The ideal candidate will engage and educate employees on retirement plan benefits, guide them through the enrollment process, and conduct educational meetings. Required qualifications include Series 6 and 63 registrations, Life & Health Insurance licenses, and preferably experience with defined contribution plans. This is an on-site position with a focus on client engagement and teamwork.

Qualifications

• Candidates must possess Series 6 and 63 registrations, and ideally 7, 65, or 66.
• Must hold Life & Health Insurance licenses.
• Experience with 403(b), 457(b), and 401(a) plans preferred.
• Must be able to demonstrate the ability to work in a team environment.

Responsibilities

• Engage and educate employees about retirement plan benefits.
• Guide employees through the enrollment process.
• Conduct group education meetings live and virtually.
• Encourage participants to utilize tools and resources to improve their financial future.
• Conduct group education meetings – live and virtual.
• Work in a team environment.

Skills

Teamwork

Financial education

Client engagement

Education

Securities registrations — Series 6 and 63

Life & Health Insurance licenses

Experience with defined contribution plans

Job description

As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time.

As a Voya Financial employee, you'll enjoy:

• A wide variety of career fields
• Professional development to help advance your career through continuous learning resources such as the U.S. Learning Center and Career Development Resources
• Competitive salaries and superior benefits including a Work-Life Balance Program
• Association with an organization that has a reputation as a dedicated corporate citizen with a demonstrated commitment to the local community
• The opportunity to work with some of the most talented people in your field, in an informal environment.
• Working in an organization with a track record of financial strength, continued growth, and unlimited future potential!

Current job opportunities are posted here as they become available.

Voya Financial Advisors, Inc., a leading Independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a dynamic and motivated Financial Advisor to join our Cleveland team of advisors, on-site. The team is dedicated to providing financial service and enrollment support to the employees of one our key plan sponsor relationships regarding their supplemental voluntary retirement plan.

Engage and educate employees about the benefits of participating in their employer sponsored 403(b) and/or 457 (b) plan and how it relates to their other potential sources of retirement income such as employer pension and social security.

Guide employees through the enrollment process.

Help participants evaluate their sources of retirement income and how to identify potential gaps relative to future goals and assist with account consolidation when appropriate.

Encourage participants to utilize the various tools & resources available to them that are designed to help them improve their financial future.

Conduct group education meetings – live and virtually.

Work in a team environment.

To be eligible for this Financial Advisor role, candidates must possess the following qualifications:

Securities registrations — Series 6 and 63 (7, 65 or 66 preferred).

Life & Health Insurance licenses.

Experience working with defined contribution 403(b),457(b), and 401(a) plans (preferred).

Must be able to demonstrate the ability to work in a team environment.

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).