Voya Financial Advisors Independence

Voya Financial Advisors; Independence (OH); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salaries

Professional development resources

Work-Life Balance Program

Job summary

A leading financial services company is seeking a Financial Professional in Independence, Ohio. The candidate will manage plan sponsor relationships, assist in retail wealth management, and conduct seminars on retirement and investment strategies. Ideal candidates are Registered Representatives with a strong understanding of defined contribution plans and securities registrations. This role offers a competitive salary and a robust support system for client management.

Qualifications

• Registered Representative with experience in defined contribution plans preferred.
• Desire to assist clients in meeting financial and retirement goals.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Manage plan sponsor relationships and assist in retail wealth management.
• Conduct one-on-one appointments and recommend investment strategies.
• Research client service issues and investment questions.

Skills

Strong understanding of the defined contribution marketplace

Knowledge of rules/regulations around contribution limits

Territory management

Business development

Relationship building

Fund knowledge

Product/pricing knowledge

Education

Registered Representative experience

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Tools

Voya brand access

Client management technology and systems

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.

What you'll enjoy as a Voya employee

• 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 – Key Responsibilities & Qualifications

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 Independence area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business. This position will be responsible for 403(b)/457 enrollment, retail wealth management, 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.

Eligibility and 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

Required 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

Tools and Resources

• 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).