Financial Planning Specialist

5 days ago


Chicago, Illinois, United States Disability Solutions Full time
About Us

Voya Financial is dedicated to helping individuals and communities achieve a better financial future. Our mission is to provide innovative solutions that meet the evolving needs of our clients. With a strong commitment to customer service, we strive to deliver exceptional results that exceed expectations.

Compensation & Benefits

The estimated annual salary for this position is $74,465 - $93,230 USD. In addition to a competitive base salary, Voya offers a comprehensive benefits package, including health, dental, and vision insurance, 401(k) Savings plan with company matching contributions, and tuition reimbursement up to $5,250/year.

Job Description
  • Deliver educational seminars and workshops to Plan Sponsor Participants on retirement planning and investment strategies.
  • Meet one-on-one with employees and retirees to provide personalized financial advisory services.
  • Collaborate with Plan Administration, legal counsel, and Plan Sponsors to resolve participant issues and improve plan participation.
  • Contribute to the development and implementation of presentation materials and training programs.
Required Skills & Qualifications
  • Minimum 3 years of experience in retirement/financial services.
  • Bachelor's degree or equivalent experience.
  • FINRA Series 6 or 7 and 63, 65 licenses.
  • Strong interpersonal and communication skills.


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