Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
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 Lubbock area to work plan sponsor relationships in the education market.
This position will be responsible for 403(b)/457 enrollment, 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 6 and Series 63 (7 & 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
Competitive base salary plus commissions
Transition assistance, if applicable
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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