Washington DC Voya Financial Advisor

Voya Financial Advisors; Washington; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full access to the Voya brand

Access to existing client base

Technology and systems for client management

Transition assistance, if applicable

Turnkey marketing services

Job summary

A leading financial services firm in Washington is seeking a Financial Professional to manage plan sponsor relationships and facilitate 403(b)/457 enrollment. The ideal candidate will have experience in defined contribution plans (403(b) and 457), possess relevant securities licenses, and demonstrate strong relationship-building skills. This role offers competitive benefits, access to an established client base, and the opportunity to assist clients in achieving their financial goals.

Qualifications

• Experience working with defined contribution plans, including 403(b), 457, and 401(a).
• Desire to assist clients in meeting their financial and retirement goals.
• Ability to conduct retirement and investment seminars.

Responsibilities

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

Skills

Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))

Relationship building

Territory management and business development

Fund knowledge and product/pricing knowledge

Education

Securities registrations – Series 7, 65 & 66 preferred

Life & Health Insurance Licenses

Registered Representative with experience working defined contribution plans preferred

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 – Voya Financial Advisors®

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 DC 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.

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

Benefits At Voya Financial Advisors

• 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 plansTurnkey marketing services
• Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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