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Client Account Representative & Para Financial Planner (Full Time)

Voya Financial Advisors, Inc., Toledo, Ohio
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We are seeking a motivated and detail-oriented Client Account Representative & Para Financial Planner to join our growing team. In this dual role position, you will support our lead CFP® by managing client accounts, assisting with the financial planning process, and maintaining exceptional client service. You will also have the opportunity to grow your own client base by working in Voya’s defined contribution marketplace (403(b), 457, and 401(a)) as well. 

 

Key Responsibilities:

  • Serve as a primary point of contact for client inquiries, account maintenance, and service requests.
  • Assist the CFP® in preparing financial plans, gathering and organizing client data, and conducting preliminary analysis.
  • Schedule and coordinate client meetings, ensuring all necessary documentation is prepared
  • Process new account applications, account updates, and transfers with accuracy.
  • Maintain CRM records and ensure all client information is current and compliant.
  • Support client onboarding and the ongoing client service experience.
  • Handle confidential information with the utmost discretion and professionalism.

Required Qualifications:

  • Bachelor’s degree in finance, business, or a related field (or equivalent work experience)
  • Strong organizational, communication, and interpersonal skills
  • Proficiency with Microsoft Office Suite, CRM systems, and financial planning software
  • Ability to work both independently and collaboratively in a fast-paced environment
  • Commitment to pursuing a career in financial planning; industry certifications (e.g., Series 7, 65 & 66, Life & Health Licenses)

Benefits:

  • Competitive salary and benefits package
  • Opportunities for professional development and certification support
  • Collaborative team environment with mentorship from a CFP®
  • Pathway to career advancement within financial planning

How to Apply:
Please submit your resume and email describing your interest in the role to mikelandolt@voyafa.com.

Voya Financial Advisors, Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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

 

20260406-5351690-16872844