- 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
- 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
- Competitive base salary + commissions
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Melville Associate 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 Junior Financial Advisor to join our team in the Melville, NY area 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. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling 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 Advisor role, candidates must possess the following qualifications:
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