Wealth Management Consultant
Voya Financial(3 months ago)
About this role
As a financial advisor at Voya Wealth Management in Boston, you'll play a key role in launching an expanding wealth advisory presence and will be responsible for managing client relationships within the mass affluent segment. This position offers the unique opportunity to shape the culture and direction of a new office while leveraging cutting-edge technology and resources to provide holistic financial advice to clients.
Required Skills
- Financial Advisory
- Client Relationship Management
- Sales Strategies
- Portfolio Management
Qualifications
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 66
- CRPC designation
About Voya Financial
voya.comWe help individuals and employers clear a path to financial confidence with 401(k)s, 403(b)s, 457s, HSAs, FSAs, life, disability & voluntary insurance.
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