Voya Financial Advisor Milwaukee

voya; Milwaukee (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

Voya Financial Advisors, Inc. in the Milwaukee area seeks a Financial Professional to develop plan sponsor relationships and guide participants in retirement and investment planning. The role focuses on enrolling plan participants, educating them about strategies, and delivering seminars to groups and individuals.

The candidate will prospect and schedule appointments, recommend investment solutions, and research client service issues to provide clear, informed guidance.

Qualifications

• Registered Representative with experience working defined contribution plans (403(b), 457, 401(a).
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses.
• Desire to help clients meet financial and retirement goals and become a top producer.

Responsibilities

• Enrollment, retirement and investment strategies and participant education/seminars.
• Prospect, schedule and conduct one-on-one appointments; recommend and implement investment strategies.
• Research client service issues and investment questions; conduct retirement/investment seminars.

Skills

Territory management

Business development

Relationship building

Fund knowledge

Product/pricing knowledge

Securities registrations

DC marketplace knowledge

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 the greater Milwaukee area to work plan sponsor relationships.

This position will be responsible for 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 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

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

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