Voya Financial Advisor New Orleans

Voya Financial Advisors; New Orleans (LA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Professional development resources

Competitive salaries

Work-Life Balance Program

Access to existing client base

Technology and systems support

Job summary

A leading financial services firm in New Orleans is seeking a Financial Professional to manage plan sponsor relationships and guide clients through retirement planning and investment strategies. Candidates should have a strong understanding of defined contribution plans and a desire to assist clients in reaching their financial goals. This position offers competitive salaries and benefits, with opportunities for professional development.

Qualifications

• Registered Representative with experience working defined contribution plans.
• Desire to assist clients meet financial and retirement goals.
• Experience in conducting retirement and investment seminars.

Responsibilities

• Responsible for 403(b)/457 enrollment, retirement and investment strategies.
• Prospect, schedule and conduct one on one appointments.
• Research client service issues and investment questions.

Skills

Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))

Territory management and business development

Relationship building

Fund knowledge and product/pricing knowledge

Education

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Job description

Overview

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!

Position Summary

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 New Orleans area to work with 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, the candidate must have ability to conduct retirement and investment seminars.

Eligibility Requirements

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 put forth the efforts necessary to become a top producer in the Financial Services Industry

Desired Skills

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

What We Offer

• 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).

Current job opportunities are posted here as they become available.