What are the responsibilities and job description for the Voya Cleveland Financial Advisor position at Voya Financial?
Voya Financial Advisors, Inc., a leading Independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a dynamic and motivated Financial Advisor to join our Cleveland team of advisors, on-site. The team is dedicated to providing financial service and enrollment support to the employees of one our key plan sponsor relationships regarding their supplemental voluntary retirement plan.
Financial Advisor responsibilities include:
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Engage and educate employees about the benefits of participating in their employer sponsored 403(b) and/or 457 (b) plan and how it relates to their other potential sources of retirement income such as employer pension and social security
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Guide employees through the enrollment process
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Help participants evaluate their sources of retirement income and how to identify potential gaps relative to future goals and assist with account consolidation when appropriate
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Encourage participants to utilize the various tools & resources available to them that are designed to help them improve their financial future
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Conduct group education meetings live and virtually
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Work in a team environment
To be eligible for this Financial Advisor role, candidates must possess the following qualifications:
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Securities registrations Series 6 and 63 (7, 65 or 66 preferred)
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Life & Health Insurance licenses
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Experience working with defined contribution 403(b),457(b), and 401(a) plans (preferred)
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Must be able to demonstrate the ability to work in a team environment
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
