Melville Financial Services Representative

4 weeks ago


Melville, New York, United States Voya Financial Advisors Inc Full time

Financial Advisor Role Overview

Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a Financial Advisor to work within plan sponsor relationships in the K-12 market.

This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant education and seminars.

Key Responsibilities

  • Prospect, schedule and conduct one on one retirement counseling appointments
  • Recommend and implement investment strategies
  • Research client service issues and investment questions
  • Conduct retirement and investment seminars

Requirements

  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
  • Securities registrations - Series 6 and Series 63 (7 & 66 preferred)
  • Life & Health Insurance Licenses
  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge

Voya Financial Advisors Benefits

  • 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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