Voya Financial Advisor
4 days ago
Voya Financial Advisors Inc. is seeking a skilled Financial Professional to join our team in the greater Miami area. As a key member of our team, you will be responsible for developing and maintaining strong relationships with plan sponsors, providing expert advice on retirement and investment strategies, and conducting seminars to educate participants on their financial options.
Key Responsibilities:- Prospect, schedule, and conduct one-on-one appointments with clients to discuss their financial goals and develop personalized investment strategies.
- Recommend and implement investment strategies, including 403(b), 457, and 401(a) plans.
- Research and resolve client service issues and investment questions.
- Conduct retirement and investment seminars to educate participants on their financial options.
- 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 around contribution limits, loans, withdrawals, vesting, and plan documents.
We provide our Financial Professionals with the tools and resources necessary to succeed, including:
- Full access to the Voya brand.
- Access to our existing client base.
- A wide array of financial products.
- Technology and systems to enable efficient management of client financial information and plans.
- Turnkey marketing services.
- Transition assistance, if applicable.
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
-
Financial Professional
4 weeks ago
Miami, Florida, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution and defined benefit business, is seeking a skilled Financial Professional to join our team in the greater Miami area.Key Responsibilities:Prospect, schedule, and conduct one-on-one appointments with plan sponsorsRecommend and...
-
Financial Advisor
3 weeks ago
Miami, Florida, United States First Command Financial Services, Inc Full timeJoin Our Team of Financial AdvisorsFirst Command Financial Services, Inc. is seeking highly motivated and experienced Financial Advisors to join our team. As a Financial Advisor, you will work closely with military families to help them achieve their financial goals and build a successful financial planning practice.Key Responsibilities:Directly engage with...
-
Financial Solutions Advisor
2 weeks ago
Miami, Florida, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions. As a Financial Solutions Advisor, you will play a critical role in providing comprehensive financial planning and investment advice to our clients.Key Responsibilities:Develop...
-
Financial Solutions Advisor
4 days ago
Miami, Florida, United States Bank of America Full timeJob Title: Financial Solutions AdvisorJob Summary:We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads...
-
Financial Solutions Advisor
1 week ago
Miami, Florida, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.As a Financial Solutions Advisor, you will work closely with clients to understand their financial objectives and develop tailored plans to help them achieve their goals.Key...
-
Financial Planner
2 weeks ago
Miami, Florida, United States First Command Financial Services, Inc Full timeFinancial Advisor RoleAt First Command Financial Services, Inc., we're committed to helping military families achieve financial stability and success. As a Financial Advisor, you'll play a vital role in empowering our clients to make informed financial decisions and achieve their long-term goals.Key Responsibilities:Partner with local military organizations...
-
Financial Planner
1 month ago
Miami, Florida, United States First Command Financial Services, Inc Full timeAbout the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key ResponsibilitiesPartner with local military...
-
Financial Planner
3 weeks ago
Miami, Florida, United States First Command Financial Services, Inc Full timeAbout the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key ResponsibilitiesPartner with local military organizations...
-
Experienced Financial Advisor
3 weeks ago
Miami, Florida, United States Bank of America Full timeAbout the RoleWe are seeking a highly experienced Financial Advisor to join our team at Bank of America Merrill Lynch. As a key member of our wealth management team, you will be responsible for delivering comprehensive financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement personalized financial plans for...
-
Senior Wealth Advisor
5 days ago
Miami, Florida, United States Citigroup Inc Full timeJob SummaryCitigroup Inc is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...
-
Senior Wealth Advisor
2 weeks ago
Miami, Florida, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients through...
-
Tax Advisor
1 week ago
Miami, Florida, United States H&R Block Full timeJob Title: Tax Advisor - Block AdvisorsAt H&R Block, we're seeking a skilled Tax Advisor to join our Block Advisors team. As a Tax Advisor, you'll provide tax preparation, audit support, and tax planning services to clients year-round.Key Responsibilities:Build and maintain client relationships through face-to-face and virtual interactionsProvide tax...
-
Financial Services Professional
3 weeks ago
Miami, Florida, United States First Command Financial Services, Inc Full timeAbout UsFirst Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team. As a Financial Advisor,...
-
Tax Advisor
5 days ago
Miami, Florida, United States H&R Block Full timeAbout the RoleAs a Tax Advisor with Block Advisors, you will be responsible for providing tax preparation, tax audit support, and tax planning services to clients year-round. You will build strong relationships with clients, conduct tax interviews face-to-face and virtually, and generate business growth through the sale of additional products and...
-
Financial Advisor
3 weeks ago
Miami Beach, Florida, United States TD Bank Full timeJob Title: Transitional Financial AdvisorWe are seeking a highly motivated and experienced Transitional Financial Advisor to join our team at TD Bank. As a Transitional Financial Advisor, you will be responsible for providing exceptional client service and developing relationships with our Mass Affluent clients.Key Responsibilities:Provide financial planning...
-
Financial Advisor
2 weeks ago
Miami Beach, Florida, United States TD Bank Group Full timeJob Title: Transitional Financial AdvisorWe are seeking a highly motivated and experienced Transitional Financial Advisor to join our team at TD Bank Group. As a Transitional Financial Advisor, you will play a critical role in providing exceptional client service and developing relationships with our Mass Affluent (MA) clients.Key Responsibilities:Provide...
-
Senior Wealth Advisor
3 days ago
Miami, Florida, United States Citigroup Inc Full timeCitigroup Inc. is seeking a skilled Senior Wealth Advisor to join our team in Miami, Florida. As a key member of our Private Client Coverage group, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key Responsibilities:Build relationships with new clients and deepen relationships...
-
Tax Advisor
3 days ago
Miami, Florida, United States H&R Block Full timeAbout the Role:We are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will be responsible for providing expert tax preparation, tax audit support, and tax planning services to our clients.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax needs and provide...
-
Financial Freedom Specialist
1 month ago
Miami, Florida, United States Guerra Wealth Advisors Full timeAbout the RoleWe are seeking a highly motivated and results-driven Prospect Appointment Setter to join our team at Guerra Wealth Advisors. As a key member of our sales team, you will play a crucial role in scheduling appointments with prospects and qualifying them for our financial advisors.Key ResponsibilitiesDevelop and execute a sales strategy to schedule...
-
Senior Wealth Advisor
2 weeks ago
Miami, Florida, United States Citigroup Inc Full timeJob Title: Senior Wealth AdvisorCiti Global Wealth is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key Responsibilities:Build relationships with new clients and deepen relationships with...