Voya Frederick Financial Advisor

voya; Fairfax (VA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Brand access

Client base access

Turnkey marketing services

Transition assistance

Job summary

Voya Financial Advisors Inc. is seeking a Financial Professional to join our team in the greater Frederick, MD area to work plan sponsor relationships and provide retirement and investment guidance. This role focuses on 403(b)/457 enrollment, retirement strategies, and participant education.

Candidates should be able to prospect, schedule and conduct appointments, recommend investment strategies, and research client service issues. Prior securities licenses are preferred.

Qualifications

• Registered representative with defined contribution plan experience preferred.
• Securities registrations – Series 7, 65 & 66 preferred.
• Life & Health Insurance Licenses required or to be obtained.
• Desire to help clients meet retirement goals and become a top producer.

Responsibilities

• Enroll 403(b)/457 plans and manage retirement and investment strategies.
• Educate participants and conduct retirement/investment seminars.
• Prospect, schedule and conduct one-on-one appointments.
• Research client service issues and respond to investment questions.

Skills

Defined contribution marketplace

Territory management

Relationship building

Fund knowledge

Education

Series 7/65/66 licenses

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 FrederickMD area to work plan sponsor relationships.

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).

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