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Financial Advisor

Financial Advisor

Delaware StaffingNew Castle, DE, US
14 days ago
Job type
  • Full-time
Job description

Financial Professional Opportunity

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 to work with participants of an employer sponsored retirement plan throughout Delaware for one of the largest employers in the State. This position will be responsible for 403(b) / 457(b) enrollment, retirement and investment strategy, and individual and group participant education. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one-on-one appointments, confidently counsel individuals on investment strategies available within the plan, and possess the desire to help research and resolve participant service inquiries. Group presentation skills and strong financial services acumen, highly desirable.

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(b), and 401(a) preferred
  • Securities registrations Series 6 required. Series 7, 65 or 66 preferred
  • Life & Health Insurance Licenses required

Qualified candidates are expected to have the following skills :

  • Strong understanding of the defined contribution marketplace (403(b), 457(b), 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).

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    Financial Advisor • New Castle, DE, US

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