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Financial Advisor

Voya Financial Advisors Inc

Financial Professional OpportunityVoya 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 Milwaukee 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) preferredSecurities registrations – Series 7, 65 & 66 preferredLife & Health Insurance LicensesDesire 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 IndustryQualified 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 documentsTerritory management and business developmentRelationship buildingFund knowledge and product/pricing knowledgeAt Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success – including:Full access to the Voya brandAccess to existing client baseWide array of financial productsTechnology and systems to enable you to efficiently manage your clients' financial information and plansTurnkey marketing servicesTransition assistance, if applicableSecurities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

Vacancy posted 5 days ago
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