Voya Financial Advisor
4 weeks ago
Voya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution and defined benefit business. We are seeking a Financial Professional to join our team in the Minneapolis area to work with plan sponsor relationships in the education market.
Key Responsibilities- Enroll participants in 403(b) and 457 plans, develop retirement and investment strategies, and conduct participant education and seminars.
- Prospect, schedule, and conduct one-on-one appointments, recommend and implement investment strategies, and research client service issues and investment questions.
- 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.
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)).
- Knowledge of rules and regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
- Territory management and business development.
- Relationship building.
- Fund knowledge and product/pricing knowledge.
- We provide the tools and resources necessary to help you succeed.
- 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.
- Competitive base salary + commissions.
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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Financial Advisor
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RBC Financial Services Advisor
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Tax Advisor
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3 weeks ago
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Financial Planning Specialist
4 weeks ago
Minneapolis, Minnesota, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. With over 100 offices nationwide, we proudly serve over 61,000 households, providing unique financial plans and investment management...
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1 week ago
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4 weeks ago
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4 weeks ago
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