Voya Milwaukee Financial Advisor

1 week ago


Milwaukee, United States Voya Financial Advisors Inc Full time
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 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) 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).

#Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit #mke #milwaukee #wisconsin

  • Milwaukee, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya 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...


  • Milwaukee, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya 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...


  • Milwaukee, United States Lexus of Milwaukee Full time

    Job Summary: Lexus of Milwaukee is seeking a highly motivated and customer-oriented individual to join our team as an Automotive Service Advisor. As the primary point of contact for our service department, the Service Advisor will be responsible for providing excellent customer service and ensuring the highest level of satisfaction for our valued Lexus...


  • Milwaukee, United States Lexus of Milwaukee Full time

    Job Summary:Lexus of Milwaukee is seeking a highly motivated and customer-oriented individual to join our team as an Automotive Service Advisor.As the primary point of contact for our service department, the Service Advisor will be responsible for providing excellent customer service and ensuring the highest level of satisfaction for our valued Lexus...


  • Milwaukee, United States Lexus of Milwaukee Full time

    Job Summary:Lexus of Milwaukee is seeking a highly motivated and customer-oriented individual to join our team as an Automotive Service Advisor.As the primary point of contact for our service department, the Service Advisor will be responsible for providing excellent customer service and ensuring the highest level of satisfaction for our valued Lexus...


  • Milwaukee, United States North Star Resource Group Full time

    North Star Resource Group is looking to find a candidate for a financial advising position in Milwaukee, WI. We are looking for a college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the guidance...

  • Academic Advisor

    1 week ago


    Milwaukee, United States University of Wisconsin–Milwaukee Full time

    Position Type Non-Teaching Academic Staff Appointment Type Fixed Renewable Pay Basis Annual Salary Grade 18 FLSA Status Exempt Percent 100 Posting Type Staff UWM Description The University of Wisconsin-Milwaukee (UWM) is Wisconsin’s second-largest university, with a unique dual mission of access and research to provide high-quality education for students...


  • Milwaukee, United States Robert W. Baird & Co. Full time

    Baird's Financial Advisor Foundations Program is a rotational program for candidates passionate about a career in financial advising. The Program provides work experiences, business development opportunities, and educational opportunities in select Private Wealth Management functional areas to train Financial Advisor talent to be prepared for a successful...


  • Milwaukee, United States Robert W. Baird & Co. Full time

    Baird's Financial Advisor Foundations Program is a rotational program for candidates passionate about a career in financial advising. The Program provides work experiences, business development opportunities, and educational opportunities in select Private Wealth Management functional areas to train Financial Advisor talent to be prepared for a successful...


  • Milwaukee, United States U.S. Bank National Association Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...


  • Milwaukee, United States Multiple Firms Full time

    **Wealth Management Advisor - Milwaukee, WI** Unicorn Hunter is partnering with Advisor Ave. to bring assist experienced Wealth Management Advisor's find the right path for their future! We are currently seeking dynamic and experienced Wealth Management Advisors to join our exclusive network of top-tier firms. As an Investment Advisor Representative (IAR)...

  • Graduate Advisor

    4 weeks ago


    Milwaukee, United States University of Wisconsin–Milwaukee Full time

    Position Type Non-Teaching Academic Staff Appointment Type Fixed Renewable, Non-Teaching Pay Basis Annual Salary Grade 18 FLSA Status Nonexempt Percent 100 Posting Type Staff UWM Description The University of Wisconsin-Milwaukee (UWM) is Wisconsin’s second-largest university, with a unique dual mission of access and research to provide high-quality...


  • Milwaukee, United States Baird Full time

    Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...


  • Milwaukee, United States Milwaukee County Transit System Full time

    JOB SUMMARY: This position provides executive oversight of the following departments: Finance, Procurement and Business Services. Responsible for overall strategic direction of agency in terms of financial activities and budgeting. Ensures proper financial controls are in place and that financial transactions support the overall business strategy...


  • Milwaukee, United States Milwaukee County Transit System Full time

    JOB SUMMARY: This position provides executive oversight of the following departments: Finance, Procurement and Business Services. Responsible for overall strategic direction of agency in terms of financial activities and budgeting. Ensures proper financial controls are in place and that financial transactions support the overall business strategy...


  • Milwaukee, United States Milwaukee School of Engineering Full time

    JOB REQUIREMENTS: Milwaukee School of Engineering (MSOE) invites applications for a full-time Academic Support Specialist (Academic Advisor) to join our CREATE Institute team. Under the direction of the CREATE Curriculum Integration Project Coordinator, the Academic Support Specialist is responsible for supporting the Mechanical Engineering (ME) Department...


  • Milwaukee, United States Milwaukee County Transit System Full time

    JOB SUMMARY: This position provides executive oversight of the following departments: Finance, Procurement and Business Services. Responsible for overall strategic direction of agency in terms of financial activities and budgeting. Ensures proper financial controls are in place and that financial transactions support the overall business strategy while...


  • Milwaukee, United States Hiring Now! Full time

    Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...


  • Milwaukee, United States Mutual of Omaha Full time

    Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Milwaukee, United States Hiring Now! Full time

    Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...