Voya Financial Advisors Warwick

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

Benefits offered by this job

Professional development resources

Competitive salaries

Access to an existing client base

Job summary

A leading financial services firm is seeking a Financial Professional in Providence, Rhode Island, to manage plan sponsor relationships. The role involves enrolling clients in retirement plans, providing education on investment strategies, and conducting seminars. Candidates must have relevant securities registrations and a strong understanding of the defined contribution marketplace. This position offers competitive salaries, career development resources, and access to a wide array of financial products, making it an excellent opportunity for motivated individuals.

Qualifications

• Experience with 403(b), 457, and 401(a) preferred.
• Desire to assist clients meet their financial goals.
• Ability to conduct retirement and investment seminars.

Responsibilities

• Responsible for 403(b)/457 enrollment and investment strategies.
• Conduct one-on-one appointments with clients.
• Research client service issues and investment questions.

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

Education

Registered Representative with experience working defined contribution plans

Securities registrations – Minimum registrations needed, series 6/63 and Rhode Island life and health

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.

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!

Current job opportunities are posted here as they become available.

Financial Professional Position

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 highly successful team in the greater Warwick RI area to work plan sponsor relationships as a dedicated enroller, that is also heavily involved in all facets of plan sponsor business.

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.

Qualifications

• Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
• Securities registrations – Minimum registrations needed, series 6/63 and Rhode Island life and health
• 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

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

Benefits

• 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).