Voya Finanical Advisors Omaha

Voya Financial

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profile Job Location:

Omaha, NE - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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 Omaha 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.

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 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

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

  • Transition assistance if applicable

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


Required Experience:

Unclear Seniority

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 Omaha area to work plan sponsor relationships and to assist in retail wealth management for an existin...
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About Company

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Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public ... View more

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