Jobs
>
Syracuse

    Voya Syracuse Financial Advisor - Voya Financial Advisors Inc

    Default job background
    Description

    Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Syracuse area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.

    To be eligible for the Financial Professional role, candidates must possess the following qualifications:

    • 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
    • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
    Qualified candidates are expected to have the following skills:
    • 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
    At Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success - including:
    • 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
    Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

    #Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit #capital

  • New York Life

    Financial Advisor

    2 weeks ago


    New York Life Syracuse, United States

    Our team is rapidly expanding and we are looking for a skilled & motivated Financial Professional. As a Financial Professional, you will be responsible for providing financial guidance and solutions to help clients achieve their financial goals. If you like working with people, h ...

  • New York Life

    Financial Advisor

    1 day ago


    New York Life Syracuse, United States

    · Our team is rapidly expanding and we are looking for a skilled & motivated Financial Professional. As a Financial Professional, you will be responsible for providing financial guidance and solutions to help clients achieve their financial goals. If you like working with people ...

  • New York Life - Syracuse

    Financial Advisor

    3 weeks ago


    New York Life - Syracuse Syracuse, United States

    Job Description · Job DescriptionOur team is rapidly expanding and we are looking for a skilled & motivated Financial Professional. As a Financial Professional, you will be responsible for providing financial guidance and solutions to help clients achieve their financial goals. I ...


  • Prudential Financial Syracuse, United States

    Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prude ...

  • Fiscal Advisors & Marketing, Inc.

    Financial Advisor

    3 weeks ago


    Fiscal Advisors & Marketing, Inc. Syracuse, United States

    Job Description · Job DescriptionFiscal Advisors & Marketing, Inc., ) is an independent municipal advisory firm that has been serving New York State Municipalities and School District since 1967. · We are seeking qualified candidates to fill an immediate opening for a Financial A ...


  • Voya Financial Advisors Syracuse, United States

    Job Description · Job DescriptionVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Syracuse area to work plan sponsor relationshi ...


  • Equitable Services Syracuse, United States

    · At Equitable, our power is in our people. · We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of ...

  • PNC Financial Services Group

    Financial Advisor

    2 weeks ago


    PNC Financial Services Group Rocky Mount, United States

    Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...


  • SUNY Oswego Oswego, United States

    Financial Aid Advisor · Description of Department: The Student Financial Aid Office is dedicated to providing a compliant student centered financial aid experience. It's our goal to advise students to the best of our abilities and help them navigate the often intimidating appl ...

  • Northwestern Mutual

    Financial Advisor

    3 weeks ago


    Northwestern Mutual Lake Oswego, United States

    Job Description · Job DescriptionOur financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to he ...


  • Bowers CPAs & Advisors Syracuse, United States

    Company Overview · Bowers CPAs & Advisors stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPA's G400, encompassing the Top 400 Firms nationally, we main ...


  • Bowers CPA's & Advisors Syracuse, United States

    Job Description · Job Description · Company Overview:Bowers CPAs & Advisors stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPA's G400, encompassing th ...

  • Bowers CPA's & Advisors

    Tax Manager

    2 weeks ago


    Bowers CPA's & Advisors Syracuse, United States

    Job Description · Job Description · Company Overview:Bowers CPAs & Advisors stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPA's G400, encompassing th ...


  • New York Life - Syracuse Syracuse, United States

    Job Description · Job DescriptionWe're looking for leadership-oriented individuals to join our Fast Track To Management Program. In this program, you'll have the opportunity to accelerate your path to management and advance to an associate partner within 12 months. In the Fast Tr ...

  • Atria Wealth Solutions

    Junior Data Analyst

    1 week ago


    Atria Wealth Solutions Syracuse, United States

    Job Description · Job DescriptionAtria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New ...

  • Bowers CPAs LLC

    Accounting Manager

    2 days ago


    Bowers CPAs LLC Syracuse, United States

    Company Overview: · Bowers CPAs & Advisors stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPAs G400, encompassing the Top 400 Firms nationally, we maint ...

  • Bowers CPA's & Advisors

    Staff Accountant

    1 week ago


    Bowers CPA's & Advisors Syracuse, United States

    Job Description · Job DescriptionCompany Overview: · Bowers CPAs & Advisors stands as a renowned figure in the realm of public accounting, distinguished for its provision of top-tier audit, assurance, and advisory services. As a proud member of the AICPA's G400, encompassing the ...

  • AMN Healthcare

    Physician Advisor

    4 weeks ago


    AMN Healthcare Syracuse, United States

    Job Details · Join Crouse Hospital, a community-based healthcare organization, as you take on the role of Physician Advisor in Syracuse, New York · The Position · The Physician Advisor conducts clinical review on cases referred by case management staff and/or other health care ...

  • Community Bank System

    Client Associate

    2 days ago


    Community Bank System Syracuse, United States

    Overview: · At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 230 customer facilities across Upstate New York ...

  • Bowers CPAs & Advisors

    cfo

    1 day ago


    Bowers CPAs & Advisors Syracuse, United States

    Summary · A client company of Bowers CPA's and Advisors located in Central New York is a distribution company (northern suburb of Syracuse) has an opening for a CFO. The responsibilities and qualifications for successful candidates is listed below. · Responsibilities · The Chi ...