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Posted: Thursday, October 5, 2017 9:36 PM

Job Description:/h3:
Voya Financial Advisors(r), Inc., a leading independent broker:dealer in the defined contribution and defined benefit business, is currently seeking a Jr.
Advisor/Paraplanner in the Woodbridge area to work within a large plan sponsor relationship in the educational 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 Paraplanner 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 6 and Series 63 (7 and 66 preferred)
Life and Health Insurance Licenses

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(r), 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 bonus plus commissions

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

30459071_1217

Source: https://www.tiptopjob.com/jobs/72134119_job.asp?source=backpage


• Location: Staten Island, woodbridge

• Post ID: 133317302 newyork
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