Voya Finanical Advisors Omaha

Voya Financial Advisors; Omaha (NE); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development resources

Access to existing client base

Technology and systems for client management

Job summary

A leading financial services firm in Omaha is seeking a Financial Professional to manage relationships with plan sponsors and assist clients in achieving their retirement goals. The ideal candidate is a Registered Representative with experience in defined contribution plans and possesses strong relationship-building skills. This position offers competitive compensation and support to help you succeed in the financial services industry.

Qualifications

• Experience working defined contribution plans, including 403(b), 457, and 401(a).
• Securities registrations – Series 7, 65 & 66 preferred.
• Desire to assist clients with their financial and retirement goals.

Responsibilities

• Work plan sponsor relationships and assist in retail wealth management.
• Conduct retirement and investment seminars.
• Research client service issues and investment questions.

Skills

Strong understanding of the defined contribution marketplace

Relationship building

Territory management and business development

Education

Registered Representative

Life & Health Insurance Licenses

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.

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 Omaha 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.

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).