Voya Financial Advisors Opelika

Voya Financial Advisors; Opelika (AL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Professional development resources

Work-Life Balance Program

Access to existing client base

Job summary

A financial services firm in Opelika is seeking a Financial Professional to manage client relationships and provide retirement and investment strategies. The ideal candidate will have experience in defined contribution plans and securities registrations. This position offers competitive salaries and comprehensive benefits in a supportive environment focused on professional development.

Qualifications

• Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)).
• Knowledge of rules/regulations around contribution limits.
• Desire to assist clients in meeting financial goals.

Responsibilities

• Assist in retail wealth management for an existing book of business.
• Conduct retirement and investment seminars.
• Recommend and implement investment strategies.

Skills

Prospecting

Territory management

Relationship building

Strong understanding of defined contribution plans

Education

Registered Representative

Securities registrations – Series 7, 65 & 66

Life & Health Insurance Licenses

Tools

Financial planning technology

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 Get

• 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!

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 Opelika 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

• 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 & 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).