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Wealth Management Client Advocate | License Path & Growth

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: godirect
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below

Voya Financial is hiring a Client Relationship Associate in Boston Seaport. You will serve as the operational backbone for Wealth Consultants, handling client inquiries, processing, and ensuring the client experience remains top-tier.

You will work in a fast-paced environment, build relationships with retail clients and plan participants, and dedicate time during your day to study for Series 7 and Series 66 licenses as part of growth within wealth management.

We are currently recruiting a Wealth Management Client Advocate | License Path & Growth for our team in Boston, MA, United States.

The Wealth Management Client Advocate | License Path & Growth role at godirect is now open for applications in Boston, MA, United States.

Join us at godirect as our next Wealth Management Client Advocate | License Path & Growth in Boston, MA, United States.

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