Wealth Management Consultant

Voya Financial • Boston, MA

3d • $100,000 - $130,000

About The Position

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Join Voya Wealth Management in Boston — Shape the Future of Wealth Advisory Are you a forward-thinking financial advisor ready to make your mark in a dynamic, growth-focused environment? Voya Financial invites you to be part of something transformative — the launch of our expanding Wealth Management presence in Boston, MA . As we rebuild and expand our retail wealth service offering, we’re looking for entrepreneurial advisors who want to grow with a firm that’s investing in the future — your future . Why Join Voya in Boston? Ground-Floor Opportunity with a Trusted Brand Be part of a new market launch backed by the strength and reputation of Voya Financial (NYSE: VOYA), a leader in health, wealth, and investment solutions. Help shape the culture and direction of our Boston office while benefiting from national brand recognition. Cutting-Edge Technology with Voya WealthPath Voya WealthPath platform delivers an integrated, end-to-end advisory experience. Access best-in-class tools for financial planning, CRM, compliance, and portfolio management — all in one seamless platform. Streamline your workflow, enhance client engagement, and scale your practice with ease. Built-In Growth Potential Tap into warm participant leads provided by Voya. We’re committed to connecting you with these opportunities . Leverage Voya’s dual in-plan and out-of-plan solutions to offer holistic, goals-based advice that meets clients wherever they are in their financial journey. Advisor-Centric Culture Join a firm that is investing in advisors , not just technology. From personalized support to marketing resources and compliance assistance, we’re here to help you thrive. Enjoy the autonomy of an entrepreneurial environment with the backing of a Fortune 500 company recognized as a Great Place to Work and one of the World’s Most Ethical Companies . Purpose-Driven Mission Be part of a company committed to making a secure financial future possible for all — one person, one family, one institution at a time. Profile Summary: This role is responsible for the service, retention, sales and the development of the Retail IRA and service offering for the Voya Wealth Management business. Expectations will be that these representatives will manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Participant Service & Sales Solutions (PSSS) roles for support. Profile Description: Responsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision. Primary clients are within the mass affluent segment of Voya’s Retail IRA business. Conduct needs analysis to help clients make the best investment decision for their individual situation. Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income planning and wealth accumulation. Maintain and apply expertise in financial securities and investments, insurance and related areas in order to provide point in time and ongoing guidance, advice and planning services to customers. Responsible for the attainment of sales production goals. Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative. This responsibility will be measured through customer asset retention and customer satisfaction metrics. Quarterback the delivery of the Voya value proposition (America’s retirement company) at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer. This responsibility will primarily be measured by customer retention metrics and service execution. Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya PS&SS organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate. Other duties and projects as assigned

Requirements

• Bachelor's Degree required.
• Financial services or related experience of 2–5 years is preferred.
• Required FINRA registrations Series 7, 66 or 65/63 and CRPC designation or ability to obtain within a limited time period.
• Identified representative will show strong sales and customer relationship experience, a full understanding of retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction.
• Willingness to share best practices, strong work ethic, combination of inbound and outbound calling experience and leadership traits are expected.

Nice To Haves

• MBA, CFP or CFA designations are preferred, not required.

Responsibilities

• Responsible for the service, retention, sales and the development of the Retail IRA and service offering for the Voya Wealth Management business.
• Manage/retain/grow through outside sales the ongoing client relationship through regular outreach
• Direct the customer relationship utilizing other Participant Service & Sales Solutions (PSSS) roles for support.
• Responsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision.
• Conduct needs analysis to help clients make the best investment decision for their individual situation.
• Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income planning and wealth accumulation.
• Maintain and apply expertise in financial securities and investments, insurance and related areas in order to provide point in time and ongoing guidance, advice and planning services to customers.
• Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative.
• Quarterback the delivery of the Voya value proposition (America’s retirement company) at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer.
• Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya PS&SS organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate.
• Other duties and projects as assigned

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees