Voya Financial Advisor
2 days 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 Houston 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.
- Conduct retirement and investment seminars to educate clients on their financial and retirement goals.
- 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/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
- Territory management and business development.
- Relationship building.
- Fund knowledge and product/pricing knowledge.
- Full access to the Voya brand.
- Access to existing client base.
- Wide array of financial products.
- Technology and systems to enable efficient client management.
- Turnkey marketing services.
- Transition assistance, if applicable.
- Competitive base salary + commissions.
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
-
Senior Financial Consultant
3 days ago
Houston, Texas, United States Magellan Financial Inc Full time{"title": "Financial Advisor", "content": "Financial AdvisorAt Magellan Financial Inc, we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in guiding clients through a personalized financial planning process, creating tailored solutions to meet their unique needs.Key Responsibilities:Lead in-depth...
-
High Net Worth Client Advisor
2 weeks ago
Houston, Texas, United States BOK Financial Full timeAbout the RoleAs a Private Wealth Advisor at BOK Financial Corporation Group, you will be responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses, and similar entities. You will have the autonomy to focus on diverse service offerings, including our Registered Investment Advisor (RIA)...
-
Medical Financial Advisor
1 week ago
Houston, Texas, United States Inception Fertility Corporate Services Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Medical Financial Advisor to join our team at Inception Fertility Corporate Services. As a key member of our financial services team, you will be responsible for ensuring accurate and timely processing of patient accounts, coordinating all facets of patient accounts, credits, and collection of...
-
In-Plan Client Support Advisor
3 days ago
Houston, Texas, United States Corebridge Financial Full timeAbout the RoleWe are seeking a highly motivated and customer-focused In-Plan Client Support Advisor to join our team at Corebridge Financial. As a key member of our Retirement Education Center, you will play a critical role in providing exceptional service and support to our clients.Key ResponsibilitiesActively engage with existing plan participants to...
-
Financial Aid Advisor I
2 weeks ago
Houston, Texas, United States Lone Star College Full timeJob SummaryThe Financial Aid Advisor I, Campus Support and Call Center provides critical support to students and parents regarding financial aid functions, timelines, and eligibility. This role requires excellent customer service skills, attention to detail, and the ability to communicate effectively with internal and external stakeholders.Key...
-
Financial Asset Manager
3 weeks ago
Houston, Texas, United States BOK Financial Full timePosition Overview:The Investment Manager is responsible for overseeing investment portfolios in accordance with established corporate policies, employing a pre-approved list of strategies sanctioned by the BOKF Investment Committee. This role involves collaboration with Wealth Advisors and/or Trust Officers to formulate investment strategies tailored to...
-
Annuity Sales Specialist
3 weeks ago
Houston, Texas, United States United Placement Group Full timeAre you an ambitious and results-oriented Financial Advisor or Insurance Professional with expertise in annuity sales? Are you seeking a more efficient way to connect with clients? Discover our innovative program that consistently places you in front of interested and qualified prospects.Why Choose Us?We offer a pathway to professional fulfillment and...
-
Client Relationship Financial Advisor
2 weeks ago
Houston, Texas, United States Fidelity Investments Full timeJob Overview:Utilizing your exceptional expertise and unwavering integrity, you will earn the trust of clients as you guide them through their financial journeys. Join a team that is equally committed to your growth, offering premier products, advanced technology, and a top-tier investment platform. Here, you will cultivate enduring relationships with...
-
Financial Advisor
2 weeks ago
Houston, Texas, United States Fidelity TalentSource LLC Full timeOpportunity in Wealth ManagementAre you driven by the desire to support clients in developing comprehensive financial strategies? Do you thrive on building meaningful connections and guiding families through various life transitions? If this resonates with you, the Wealth Planner role at Fidelity TalentSource LLC may align perfectly with your...
-
Support Advisor
3 days ago
Houston, Texas, United States Hightower LLC Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Support Advisor to join our team at Hightower LLC. As a Support Advisor, you will play a critical role in delivering exceptional client service and supporting our advisors in managing their clients' financial planning needs.Key ResponsibilitiesCollaborate with lead advisors and the service...
-
Expert Advisor Developer for Mql5
6 days ago
Houston, Texas, United States Mql5 Full timeJob DescriptionCompany: Mql5Job Title: Expert Advisor Developer for Mql5Job Type: Full-timeLocation: RemoteAbout Us: Mql5 is a leading provider of financial trading solutions, and we are seeking an experienced Expert Advisor Developer to join our team.Job Summary:We are looking for a skilled Expert Advisor Developer to design, develop, and implement trading...
-
Financial & Wealth Strategists
4 days ago
Houston, Texas, United States CCG Business Solutions, LLC Full timeJob OpportunityCCG Business Solutions, LLC is a business consulting and talent placement company. We provide business solutions and talent management services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Financial & Wealth Strategist.Job SummaryWe are seeking a highly...
-
Financial Advisor
6 days ago
Houston, Texas, United States PRI Full timeAbout PRIPRI is a dynamic and innovative company that offers a unique opportunity for motivated individuals to join our team as Financial Consultants.Job SummaryWe are seeking highly skilled and dedicated professionals to fill Financial Consultant positions, including Representatives, Trainers, and Regional Vice Presidents.Key ResponsibilitiesAs a Financial...
-
Financial & Wealth Strategists
6 days ago
Houston, Texas, United States CCG Business Solutions, LLC Full timeJob DescriptionOverview:We are seeking a highly motivated and experienced Financial Advisor to join our team at CCG Business Solutions, LLC. The successful candidate will be responsible for providing personalized financial planning and investment management services to our clients.Duties:Provide financial planning and investment management services to...
-
Financial & Wealth Strategists
1 week ago
Houston, Texas, United States CCG Business Solutions, LLC Full timeJob Title: Financial & Wealth StrategistsCompany: CCG Business Solutions, LLCJob Type: Full-timeLocation: Major cities in North AmericaAbout Us: CCG Business Solutions, LLC is a business solutions company that provides business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career...
-
Financial and Wealth Management Experts
1 week ago
Houston, Texas, United States CCG Business Solutions, LLC Full timeJob DescriptionCCG Business Solutions, LLC is a business consulting and talent placement company. We provide business solutions and talent management services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Financial and Wealth Management Expert.Job OverviewWe are seeking a...
-
Senior Wealth Management Advisor
3 weeks ago
Houston, Texas, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a distinguished Fortune 500 entity, is a globally esteemed financial institution with a legacy of excellence since 1889.We take pride in delivering innovative financial solutions and guidance to the world's most affluent individuals, families, and institutions, grounded in our core principles of service, expertise, and...
-
Senior Wealth Management Advisor
3 weeks ago
Houston, Texas, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 organization, is a globally esteemed, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is dedicated to delivering innovative financial services and expert guidance to the world's most successful individuals, families, and institutions by adhering to our...
-
Financial Wealth Advisor
2 weeks ago
Houston, Texas, United States Fidelity TalentSource LLC Full timeOpportunity in Wealth ManagementAre you driven by a desire to support clients in developing holistic financial strategies? Do you thrive on building meaningful connections and guiding families through various life transitions? If so, the role of Wealth Planner at Fidelity TalentSource LLC may align perfectly with your aspirations.Role Highlights:Bachelor's...
-
Financial Wealth Advisor
3 weeks ago
Houston, Texas, United States Fidelity TalentSource LLC Full timeOpportunity in Wealth ManagementAre you driven by the desire to help clients navigate their financial journeys? Do you excel in building meaningful connections and guiding families through various life transitions? If so, the role of Wealth Planner at Fidelity TalentSource LLC may align perfectly with your professional aspirations.Position Highlights:A...