Talent.com
Wealth Management Consultant
Wealth Management ConsultantVoya Financial • Boston, MA, US
Wealth Management Consultant

Wealth Management Consultant

Voya Financial • Boston, MA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.part_time]
[job_card.job_description]

Join Voya Wealth Management In Seaport 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 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

  • Powered by our partnership with Orion, the new 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 Retail 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
  • Knowledge & Experience :

  • A bachelor's degree is strongly preferred however, financial services or related experience of 25 years may be considered in lieu of a bachelor's degree.
  • Required FINRA registrations Series 7, 66 or 65 / 63 and CRPC designation or ability to obtain within a limited time period. MBA, CFP or CFA designations are preferred, not required.
  • 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.
  • This role will be 5 days per week in our new Boston location.

    Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and / or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $101,110 - $126,390 USD

    Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind : To help you and your family be well and stay well.

    What We Offer

  • 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
  • At Voya, we have identified the following critical skills which are key to success in our culture :

  • Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
  • Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

    Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

    [job_alerts.create_a_job]

    Wealth Management Consultant • Boston, MA, US

    [internal_linking.related_jobs]
    Wealth Management Associate

    Wealth Management Associate

    Moody Street Group • Boston, MA, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    The Moody Street Group, LLC , a general agency appointed with OneAmerica Financial , works with a diverse clientele including individuals, business owners, professionals and families.We assist our ...[show_more]
    [last_updated.last_updated_30]
    Meeting Planner

    Meeting Planner

    BCD Travel • Raynham, MA, United States
    [job_card.full_time]
    At BCD Meetings & Events (BCD M&E), we provide more than meeting and event planning services : we create connections that inspire, motivate and change behavior for our customers.As the world's most ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Community Engagement Specialist

    Community Engagement Specialist

    Spectrum Health Systems, Inc • Lawrence, MA, United States
    [job_card.full_time]
    Lawrence, MA - Peer Recovery Program.Monday-Friday, 8 : 30am-5 : 00pm with occasional Saturdays.Flexible availability, including evenings and weekends. Health, dental, vision insurance.Discounts on wide...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Asset Management Associate

    Asset Management Associate

    Back Bay Staffing Group • Boston, MA, United States
    [job_card.full_time]
    Ideal candidates will possess 4-6 years of experience representing IA's and investment companies on matters related to the '40 Act, '33 Act, and '34 Act. Please contact Joni Lee Rossi at 617-699-868...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Wealth Client Management Consultant

    Senior Wealth Client Management Consultant

    CAPTRUST • Boston, MA, United States
    [job_card.full_time]
    Senior Wealth Client Management Consultant.Be among the first 25 applicants.CAPTRUST is seeking a full-time.Senior Wealth Client Management Consultant. The Client Management Consultant uses speciali...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Writing Consultant

    Remote Writing Consultant

    Outlier • Brockton, MA, United States
    [filters.remote]
    [job_card.full_time]
    Earn up to $15 / hour + performance bonuses.Outlier, a platform owned and operated by Scale AI, is looking for.If you're passionate about improving models and excited by the future of AI, this is you...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Master's Level Clinician (Seeking LMHC) - Fee For Service

    Master's Level Clinician (Seeking LMHC) - Fee For Service

    Thriveworks • Brockton, MA, United States
    [job_card.full_time]
    Thriveworks is currently seeking individuals pursuing Massachusetts Licensure as an LMHC in Framingham, MA to provide a mix of telehealth and face-to-face sessions. This role is eligible for a $7,50...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Specialist

    Wealth Specialist

    Manulife and John Hancock • Boston, MA, United States
    [job_card.full_time]
    Supported with an array of resources, the Wealth Specialist at Manulife John Hancock Wealth spend their time deepening relationships with an established base of clients and organically growing our ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Management Consultant

    Wealth Management Consultant

    Massachusetts Staffing • Boston, MA, US
    [job_card.full_time]
    Accenture Consulting : Wealth Management Consultant.No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more in...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Miner / Tunneler - Manchester, NH

    Miner / Tunneler - Manchester, NH

    Skillit • West Bridgewater, MA, US
    [job_card.full_time]
    We're actively seeking skilled.We prioritize your safety and value your expertise.We also offer flexible interview times and an easy-to-follow application process. Apply now to jumpstart your sk...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Mental Health Counselor

    Mental Health Counselor

    SonderMind • Brockton, MA, US
    [job_card.full_time]
    SonderMind is a leading mental health care platform revolutionizing therapy services.We are seeking compassionate and highly skilled licensed mental health therapists to join our expanding network....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Lead Wealth Planning Strategist

    Senior Lead Wealth Planning Strategist

    Wells Fargo • Boston, MA, United States
    [job_card.full_time]
    The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing / bringing new client relationships of $10MM...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Management Advisor (Andover, MA)

    Wealth Management Advisor (Andover, MA)

    TIAA • Andover, MA, US
    [job_card.full_time]
    Supported with a robust array of resources and solutions, advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice throug...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Asset Wealth Management Consulting Manager

    Asset Wealth Management Consulting Manager

    Boston Staffing • Boston, MA, US
    [job_card.full_time]
    Specialty / Competency : Operations.Industry / Sector : Asset and Wealth Management.Travel Requirements : Up to 80%.At PwC, our people in operations consulting specialize in providing consulting services ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    PWM Wealth Management Associate

    PWM Wealth Management Associate

    Morgan Stanley • Boston, MA, US
    [job_card.full_time]
    Senior Client Service Associate.The PWM Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Licensed Clinical Social Worker (LCSW) - $2,500 per week in Lawrence, MA

    Travel Licensed Clinical Social Worker (LCSW) - $2,500 per week in Lawrence, MA

    AlliedTravelCareers • Lawrence, MA, US
    [job_card.full_time]
    AlliedTravelCareers is working with Windsor Healthcare Recruitment Group, Inc.Licensed Clinical Social Worker in Lawrence, Massachusetts, 01841!. If local, under 50 miles from facility, local BR wil...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Leadership Development Program Associate

    Leadership Development Program Associate

    Pursuit Aerospace • Newburyport, MA, United States
    [job_card.full_time] +1
    Founded on a commitment to relentless, continuous operational improvement and extraordinary customer service, we at Pursuit Aerospace pride ourselves on competitive cost structures, exceptional on-...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor Associate Intern

    Wealth Advisor Associate Intern

    Mission Wealth • Boston, MA, United States
    [job_card.part_time]
    As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc.Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time....[show_more]
    [last_updated.last_updated_variable_days] • [promoted]