Voya Financial · 2 days ago
Wealth Management Consultant
Boston, MA
Full-time
Onsite
Mid, Senior Level
$100K/yr - $130K/yr
2+ years expVoya Financial is a leader in health, wealth, and investment solutions, and they are seeking a Wealth Management Consultant to join their expanding Wealth Management presence in Boston. This role is responsible for managing client relationships, achieving sales goals, and providing tailored financial advice to clients in the mass affluent segment.
Financial Services
Responsibilities
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 goals
Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative
This responsibility will be measured through customer asset retention and customer satisfaction metrics
Quarterback the delivery of the Voya value proposition (America’s retirement company) at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer
This responsibility will primarily be measured by customer retention metrics and service execution
Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya PS&SS organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate
Other duties and projects as assigned
Qualification
Required
Bachelor's Degree required
Financial services or related experience of 2–5 years is preferred
Required FINRA registrations Series 7, 66 or 65/63 and CRPC designation or ability to obtain within a limited time period
Identified representative will show strong sales and customer relationship experience
Full understanding of retirement and retirement income planning
Full adherence to FINRA/DOL fiduciary standards
Dedicated to delivering an outstanding customer experience with every customer interaction
Willingness to share best practices
Strong work ethic
Combination of inbound and outbound calling experience
Leadership traits are expected
Preferred
MBA, CFP or CFA designations are preferred, not required
Benefits
Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time — 40 hours per calendar year
Company
Voya Financial
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
5001-10000 employees
H1B Sponsorship
Voya Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (4)
2023 (2)
2022 (1)
2021 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown2018-06-01Acquired
2013-05-02IPO
Leadership Team
Heather Lavallee
Chief Executive Officer
Michael Katz
Executive Vice President, Chief Financial Officer
Recent News
Coverager - Insurance news and insights
2025-12-24
2025-12-10
2025-12-09
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