Voya Financial Advisors Charlotte

voya; Matthews (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Voya Financial Advisors, Inc. in the greater Charlotte area seeks a Financial Professional to build and manage plan sponsor relationships in tax-exempt markets and retail, focusing on 403(b)/457 enrollment and retirement strategies.

The role includes conducting retirement education seminars, scheduling client meetings, and recommending investment solutions. Strong prospecting and presentation skills are essential to educate participants and help clients reach retirement 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 and become a top producer in the Financial Services Industry.

Responsibilities

• Prospect, schedule and conduct one-on-one appointments.
• Recommend and implement investment strategies for clients.
• Research client service issues and investment questions.
• Conduct retirement and investment seminars for participants.

Skills

Territory management

Business development

Relationship building

Client education

Education

Securities licenses (Series 7, 65, 66)

Life & Health Insurance 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 the greater Charlottearea to work plan sponsor relationships, in tax exempt markets and retail.

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).