Wealth Management Consultant
Voya Financial(1 month ago)
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.
Required Skills
- Sales
- Client Retention
- Retirement Planning
- Financial Planning
- Wealth Management
- Relationship Management
- Prospecting
- Compliance
- CRM
- Communication
Qualifications
- Bachelor's Degree (Preferred)
- Series 7
- Series 66
- Series 65
- Series 63
- CRPC
- MBA (Preferred)
- CFP (Preferred)
- CFA (Preferred)
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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