Wealth Management Consultant

Overview

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. We are bold and committed to action and value a work environment where differences are understood, valued and pursued.

We believe 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 clients and enrich communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now. 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.

• 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).
• Cutting-Edge Technology with Voya Wealth Path:
  Powered by our partnership with Orion, the new Voya Wealth Path 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.

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.

• 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…