Voya Bend/Central OR Financial Advisor at Voya Financial in Bend, OR

Job 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 Bend area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business. This position will be responsible for 403(b)/457 enrollment, retail wealth management, 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.

Responsibilities

• Work plan sponsor relationships and assist in retail wealth management for an existing book of business
• Responsible for 403(b)/457 enrollment, retail wealth management, retirement and investment strategies, and participant education and seminars
• Prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions
• Conduct retirement and investment seminars

Requirements

• 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

Skills

Required

• Relationship building

Benefits

• 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