- 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
- 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
- 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
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Financial Advisor
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New York Life Syracuse, United StatesOur 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 ...
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Financial Advisor
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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 ...
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Financial Advisor
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Financial Advisor
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Voya Syracuse Financial Advisor
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Voya Financial Advisors Syracuse, United StatesJob 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 ...
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Financial Professional- Advisor Assist
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Financial Advisor
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Financial Aid Advisor
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Senior Accountant- Client Accounting
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Senior Accountant- Client Accounting
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Bowers CPA's & Advisors Syracuse, United StatesJob 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 ...
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Tax Manager
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Fast Track To Management
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Junior Data Analyst
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Accounting Manager
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Staff Accountant
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Physician Advisor
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Client Associate
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Community Bank System Syracuse, United StatesOverview: · 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 ...
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cfo
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Bowers CPAs & Advisors Syracuse, United StatesSummary · 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 ...
Voya Syracuse Financial Advisor - Voya Financial Advisors Inc
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:
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