Wealth Consultant
$106,180–$132,720 year
Hybrid · Boston, Massachusetts, United States
Job Summary
Wealth Consultant in Boston, MA responsible for service, retention, sales and development of the Retail IRA and service offering for the Voya Retail business. Manage/retain/grow through outside sales the ongoing client relationship using support from PSSS roles. Attain personally assigned and division-paid production goals with minimal daily supervision. Primary clients within mass affluent Retail IRA segment; conduct needs analyses to guide retirement income planning and wealth accumulation. Maintain expertise in financial securities, investments and insurance to provide ongoing guidance and planning. Direct outbound campaigns and service delivery to drive customer retention and service execution. Model leading sales and service practices, ensuring fiduciary and regulatory compliance; collaborate with cross-functional teams for best practices and client outcomes. Role requires strong sales and customer relationship experience, retirement planning knowledge, and adherence to FINRA/DOL fiduciary standards; flexible to hybrid work schedule in Boston with opportunities for both in-office and remote work where appropriate.
Required Qualifications
- Bachelor's degree strongly preferred
- FINRA registrations Series 7, 66 or 65/63
- CRPC designation or ability to obtain within a limited time
- MBA, CFP or CFA designations are preferred, not required
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