Wealth Consultant

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. 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.

About the role

This role is responsible for the service, retention, sales, and development of the Retail IRA and service offering for the Voya Retail business. Expectations include managing, retaining, and growing client relationships through outside sales, regular outreach, and directing customer relationships utilizing other Participant Service & Sales Solutions (PSSS) roles for support.

Primary clients are within the mass affluent segment of Voya’s Retail IRA business. You will conduct needs analysis to help clients make the best investment decisions for their individual situations and implement advanced strategies for retirement income planning and wealth accumulation.

Responsibilities

• Attain personally assigned and division-paid production goals with minimal daily supervision.
• Maintain and apply expertise in financial securities, investments, insurance, and related areas to provide guidance, advice, and planning services.
• Manage ongoing client relationships as an Investment Advisor Representative, measured through customer asset retention and satisfaction metrics.
• Quarterback the delivery of the Voya value proposition at the individual customer level by directing outbound campaigns and service delivery activities, primarily measured by customer retention and service execution.
• Model industry-leading sales, service, and customer relationship best practices while ensuring full compliance with regulatory and fiduciary standards.
• Share best practices across the Voya PS&SS organization.
• Perform other duties and projects as assigned.

Requirements

• A bachelor's degree is strongly preferred; however, 2–5 years of financial services or related experience may be considered in lieu of a 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 but not required.
• Strong sales and customer relationship experience, with a full understanding of retirement and retirement income planning.
• Full adherence to FINRA/DOL fiduciary standards, including delivery of service against those standards.
• Dedication to delivering an outstanding customer experience with every interaction.
• Willingness to share best practices, strong work ethic, and a combination of inbound and outbound calling experience.
• Leadership traits and the ability to work 5 days per week in the new Boston location.

Why Join Voya in Boston?

• Ground-Floor Opportunity with a Trusted Brand: Be part of a new market launch backed by Voya Financial (NYSE: VOYA), a leader in health, wealth, and investment solutions. Help shape the culture and direction of the Boston office while benefiting from national brand recognition.
• Cutting-Edge Technology with Voya WealthPath: Powered by a partnership with Orion, the Voya WealthPath platform delivers an integrated, end-to-end advisory experience with best-in-class tools for financial planning, CRM, compliance, and portfolio management.
• Built-In Growth Potential: Tap into warm participant leads provided by Voya and leverage dual in-plan and out-of-plan solutions to offer holistic, goals-based advice.
• Advisor-Centric Culture: Join a firm investing in advisors with personalized support, marketing resources, and compliance assistance. Enjoy the autonomy of an entrepreneurial environment backed by 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.

Pay

The annual base salary range for this position in Boston, MA is $106,180 - $132,720 USD. In addition to base salary, Voya offers incentive opportunities (e.g., annual cash incentives, sales incentives, and/or long-term incentives) based on role to reward the achievement of annual performance objectives. Actual compensation may vary based on geographic location, work experience, education, licensure requirements, and skill level.

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 per 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.

Skills

At Voya, the following critical skills are key to success in our culture:

• Customer Focused: Passionate drive to delight customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem-solving to reach well-reasoned solutions.
• Team Mentality: Partnering effectively to drive our culture and execute on common goals.
• Business Acumen: Appreciation and understanding of the financial services industry to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.