Wealth Consultant

Responsibilities

• Responsible for service, retention, sales, and development of the Retail IRA and service offering for the Voya Retail business.
• Manage, retain, and grow client relationships through outside sales, regular outreach, and collaboration with other Participant Service & Sales Solutions (PSSS) roles for support.
• Attain personally assigned and division‑paid production goals with minimal daily supervision.
• Conduct needs analysis to help clients make optimal investment decisions.
• Implement advanced strategies for retail accounts, including retirement income planning and wealth accumulation.
• Maintain expertise in financial securities, investments, insurance and related areas to provide ongoing guidance and planning services.
• Manage ongoing client relationships and, where appropriate, act in the capacity of an Investment Advisor Representative.
• Model and share industry‑leading sales, service, and customer relationship best practices across the organization.
• Ensure compliance with regulatory and fiduciary standards.
• Additional duties and projects as assigned.

• Strongly preferred:
  Bachelor’s degree; 2–5 years of financial services or related experience 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.
• Preferred: MBA, CFP, or CFA designation.
• Strong sales and customer‑relationship experience.
• Full understanding of retirement and retirement income planning.
• Adherence to FINRA/DOL fiduciary standards and delivery of service against those standards.
• Dedication to delivering an outstanding customer experience with every customer interaction.
• Willingness to share best practices, strong work ethic, and leadership traits.
• Combination of inbound and outbound calling experience.
• 5 days per week in Boston.

Annual base salary range: $106,180 – $132,720 USD.

In addition to base salary, Voya offers incentive opportunities, including annual cash incentives and sales incentives, based on performance objectives.

• 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: 20 days paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
• Paid volunteer time: 40 hours per calendar year.

• Customer Focused:
  Passionate drive to delight customers and offer unique solutions.
• Critical Thinking:
  Analytical process of analyzing data and problem solving.
• Team Mentality:
  Partnering effectively to drive culture and achieve common goals.
• Business Acumen:
  Understanding of the financial services industry to make sound business decisions.
• Learning Agility:
  Openness to new ways of thinking and acquiring new skills.

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. 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.