Financial Professional

4 weeks ago


Toledo, Ohio, United States Voya Financial Advisors Inc Full time
Financial Professional Opportunity

Voya Financial Advisors, Inc. is seeking a highly skilled Financial Professional to join our team in the greater Toledo Ohio area. As a key member of our team, you will be responsible for building and maintaining strong relationships with plan sponsors, providing expert guidance on retirement and investment strategies, and delivering exceptional client service.

Key Responsibilities:
  • Prospect, schedule, and conduct one-on-one appointments with clients to discuss their financial and retirement goals.
  • Recommend and implement investment strategies tailored to each client's unique needs.
  • Research and resolve client service issues and investment questions in a timely and professional manner.
  • Conduct retirement and investment seminars to educate clients on various financial topics.
Requirements:
  • 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, including knowledge of rules and regulations.
What We Offer:
  • Full access to the Voya brand and resources.
  • Access to an existing client base and a wide array of financial products.
  • Technology and systems to efficiently manage client financial information and plans.
  • Turnkey marketing services and transition assistance.

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



  • Toledo, Ohio, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Toledo, Ohio area. As a Financial Professional, you will be responsible for building and maintaining relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting...


  • Toledo, Ohio, United States Skylight Financial Group Full time

    Job OverviewSkylight Financial Group, a leading financial planning firm, offers a unique opportunity for a skilled professional to join their team as a Financial Planning Specialist. In this role, you will work closely with clients to create personalized financial plans, helping them achieve their long-term goals.As a Financial Planning Specialist, you will...


  • Toledo, Ohio, United States Owens Corning, Inc. Full time

    Our Company Culture:We foster an inclusive environment where all employees are heard and appreciated for the value each distinct voice brings to the team.Key Responsibilities:As a Financial Planning and Analysis Professional at Owens Corning, Inc., you will be responsible for analyzing financial data, developing financial models, and providing insights to...


  • Toledo, Ohio, United States Olsen Financial Group Full time

    Job OverviewWe are seeking highly motivated and coachable individuals to join our team as Insurance Sales Professionals. As a key member of our sales team, you will be responsible for assisting families with building financial legacies and providing them with a sense of security.Key Responsibilities:Follow up with client requests and present them with a plan...


  • Toledo, Ohio, United States EA Agency Symmetry Financial Group Full time

    Job OverviewAre you a driven and goal-oriented individual seeking a career with flexibility and uncapped income potential? We are looking for a self-motivated sales professional to join our team as a 100% commission-only representative.Key ResponsibilitiesDevelop and implement effective sales strategies to achieve sales targetsBuild and maintain...


  • Toledo, Ohio, United States Athens Services Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Athens Services. As a key member of our finance department, you will be responsible for developing and preparing monthly operating and financial performance packages, performing analysis to identify profitable growth opportunities.Key ResponsibilitiesDevelop and prepare...


  • Toledo, Ohio, United States Edward Jones Full time

    Role OverviewWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...


  • Toledo, Ohio, United States ANTONIO SOFO & SON Full time

    Job SummaryAntonio Sofo & Son is seeking an experienced accounting professional to join our team in Toledo, OH. The ideal candidate will possess strong organizational and analytical skills, with the ability to create and understand financial reports and forms.Key Responsibilities:Developing and maintaining accurate financial records and reports.Managing...


  • Toledo, Ohio, United States Karlo Financial Full time

    Job OverviewKarlo Financial is seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team. As a remote sales professional, you will be responsible for connecting with potential clients, understanding their unique needs, and providing personalized life insurance solutions.Key Responsibilities:Develop and maintain...


  • Toledo, Ohio, United States Gable Search Group Full time

    Cost Accountant Job DescriptionWe are seeking a highly skilled Cost Accountant to join our team at Gable Search Group. As a Cost Accountant, you will be responsible for leading the Cost Accounting initiative for our organization, working closely with the Controller to drive business growth and profitability.Key Responsibilities:Develop and implement cost...


  • Toledo, Ohio, United States Rehmann Full time

    About the Role:Rehmann is seeking a skilled Senior Tax Associate to join our Toledo team. As a key member of our team, you will play a pivotal role in shaping our clients' tax strategies and ensuring their financial success.Your Responsibilities:* Prepare complex individual, corporate, and entity tax returns with precision and accuracy* Conduct comprehensive...


  • Toledo, Ohio, United States EA Agency Symmetry Financial Group Full time

    Job OverviewAs a Sales Professional with EA Agency, you will have the opportunity to work in a 100% commission-only environment, where your earnings are directly tied to your sales performance. This means you can truly control your income and work-life balance.Our company operates on a lead system, ensuring a steady flow of potential clients for you to work...


  • Toledo, Ohio, United States Jobot Full time

    Job Summary:We are seeking a highly skilled Tax Senior to join our Accounting and Finance team at Jobot. As a Tax Senior, you will be responsible for preparing tax returns and related financial statements for individuals, partnerships, corporations, and trusts.Key Responsibilities:Prepare tax returns and related financial statements for clientsConduct...

  • Travel Professional

    4 weeks ago


    Toledo, Ohio, United States AAA Club Alliance Full time

    Travel Agent OpportunityWe are seeking a skilled Travel Agent to join our team at AAA Club Alliance. As a Travel Agent, you will be responsible for selling exciting travel packages, educating clients on preferred travel products and services, and achieving sales goals.Key Responsibilities:Sell international and domestic travel packages, including cruises,...


  • Toledo, Ohio, United States Acrisure LLC Full time

    About the RoleAcrisure is a leading fintech company that operates a global insurance brokerage. We provide a wide range of insurance and financial solutions, including commercial property and casualty, personal lines, and employee benefits insurance. Our distribution network combines the strength of trusted advisors with growth and efficiency enabled by...


  • Toledo, Ohio, United States Wei-Chuan USA, Inc. Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to lead our accounting team and drive financial excellence.The ideal candidate will possess a strong background in accounting, with a focus on financial analysis, budgeting, and financial reporting.Responsibilities will include:Managing day-to-day accounting activities, including accounts payable,...


  • Toledo, Ohio, United States AAA Club Alliance Full time

    Travel Agent Role OverviewAt AAA Club Alliance, we're seeking a skilled Travel Agent to join our team. As a Travel Agent, you'll be responsible for selling exciting travel packages, educating clients on preferred travel products, and achieving sales goals.Key Responsibilities:Sell Travel Packages: Utilize your travel expertise to sell international and...


  • Toledo, Ohio, United States VCA Animal Hospitals Full time

    We're seeking a skilled Associate Veterinarian to join our dynamic team at VCA Holly Farms Animal Hospital in Toledo, OH.As a member of our 3-doctor practice, you'll have the opportunity to practice high-quality medicine and work with a wonderful team of doctors and support staff.Our hospital values individual skill, personality, and autonomy, giving you the...


  • Toledo, Ohio, United States Elara Caring Full time

    Job SummaryAt Elara Caring, we're committed to delivering exceptional care to our patients in the comfort of their own homes. As a Medical Social Worker, you'll play a vital role in our team, working closely with patients, families, and healthcare professionals to ensure the best possible outcomes.Key ResponsibilitiesConduct thorough assessments of patients'...

  • Citizens Bank Teller

    4 weeks ago


    Toledo, Ohio, United States Citizens Financial Group, Inc. Full time

    Key ResponsibilitiesWe are seeking a motivated and customer-focused Citizens Teller - Part Time to join our team. As a key member of our branch team, you will be responsible for:Greeting customers in our lobbies and providing exceptional customer serviceDemonstrating technology to customers and helping them with their banking needsWorking collaboratively...