Voya Financial Advisor Eugene

Voya Financial Advisors; Eugene (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full access to the Voya brand

Access to existing client base

Technology and systems for efficient management

Turnkey marketing services

Transition assistance, if applicable

Job summary

A leading financial advisory firm in Eugene is looking for a Financial Professional to manage plan sponsor relationships. Responsibilities include conducting investment seminars and one-on-one client meetings. Candidates should have a strong grasp of defined contribution plans and necessary securities licenses. This position offers opportunities for career advancement and requires a desire to help clients reach their financial goals.

Qualifications

• Registered Representative with experience working 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.

Responsibilities

• 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars.
• Prospect, schedule and conduct one‑on‑one appointments.
• Recommend and implement investment strategies.
• Research client service issues and investment questions.
• Conduct retirement and investment seminars.

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

Education

Registered Representative with experience

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Job description

About Voya Financial

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.

What We Offer

• 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.

Financial Professional (Greater Eugene Area)

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 the greater Eugene area to work plan sponsor relationships, including government, retail and private.

Responsibilities

• 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars.
• Prospect, schedule and conduct one‑on‑one appointments.
• Recommend and implement investment strategies.
• Research client service issues and investment questions.
• Conduct retirement and investment seminars.

Qualifications

• Registered Representative with experience working 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.

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.

Benefits and Resources

• Full access to the Voya brand.
• Access to existing client base.
• Wide array of financial products.
• Technology and systems to enable efficient management of clients’ financial information and plans.
• Turnkey marketing services.
• Transition assistance, if applicable.
• Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).