Voya Financial

Wealth Management Consultant

Voya Financial

2 months ago
Boston, MA
Onsite
Full Time
Medior
0 applicants
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Voya Financial
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About this role

A Retail Wealth Advisor (Investment Advisor Representative) at Voya Wealth Management in Boston will manage, retain, and grow Retail IRA client relationships within the mass affluent segment while supporting the launch of Voya’s Seaport office. The role focuses on delivering goals-based advice using Voya’s WealthPath platform and leveraging firm resources and leads to build an advisory practice.

Skills

Qualifications

Bachelor's Degree (Preferred)Series 7Series 66Series 65Series 63
Voya Financial

About Voya Financial

voya.com

We help individuals and employers clear a path to financial confidence with 401(k)s, 403(b)s, 457s, HSAs, FSAs, life, disability & voluntary insurance.

About Voya Financial

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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