Financial Advisor – 403(b)/457 – Retirement Specialist

Voya Financial Advisors - Oakland, CA3.5

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Advisor to join our team in the East Bay area to work within existing plan sponsor relationships in the government and education markets.

This position will be responsible for 403(b) and 457 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:

Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
Securities registrations – Series 7 required
Life & Health Insurance Licenses
2 Years proven sales track record

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
Benefits Day 1 of employment
Competitive base salary plus commissions

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).