Voya
Financial Services
WealthAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Wealth Advisor at Voya. Skills: Wealth Management, Financial Advisory, Client Relationship Management, Sales. service, retention, sales and the development of the Retail IRA and service offering for the Voya Retail business. manage/retain/grow through outside sales the ongoing client relationship through regular outreach”
What You'll Achieve.
attainment of personally assigned and division-paid production goals; attainment of sales production goals; customer asset retention; customer satisfaction metrics; customer retention metrics; service execution
Industry & Context.
Critical Thinking
This role will be 5 days per week in our new Boston location.
What They're Looking For.
Must Have
Required FINRA registrations Series 7, 66 or 65/63, CRPC designation or ability to obtain within a limited time period, 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
Nice to Have
MBA, CFP, CFA designations
What You'll Do.
sales and the development of the Retail IRA and service offering for the Voya Retail business
manage/retain/grow through outside sales the ongoing client relationship through regular outreach
direct the customer relationship utilizing other Participant Service & Sales Solutions (PSSS) roles for support
Conduct needs analysis to help clients make the best investment decision for their individual situation
Maintain and apply expertise in financial securities and investments
insurance and related areas
provide point in time and ongoing guidance
advice and planning services to customers
Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative
Quarterback the delivery of the Voya value proposition at the individual customer level by directing all outbound campaigns and service delivery activities for the individual customer
Model industry leading sales
service and customer relationship best practices
share these best practices across the Voya PS&SS organization
be fully compliant with regulatory and/or fiduciary standards
How You'll Work.
Team & Collaboration
Partnering effectively to drive our culture and execute on our common goals; directing all outbound campaigns and service delivery activities for the individual customer; share best practices across the Voya PS&SS organization
Full Job Description
****_Together we fight for everyone’s opportunity for a better financial future._**** We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. ****Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – ********Apply Now**** **Join Voya Wealth Management in Seaport — Shape the Future of Wealth Advisory** Are you a forward-thinking financial advisor ready to make your mark in a dynamic, growth-focused environment? Voya Financial invites you to be part of something transformative — the launch of our **expanding Wealth Management presence in Boston, MA**. As we expand our retail wealth service offering, we’re looking for entrepreneurial advisors who want to grow with a firm that’s investing in the future — **your future**. **Why Join Voya in Boston?** **Ground-Floor Opportunity with a Trusted Brand** * Be part of a **new market launch** backed by the strength and reputation of Voya Financial (NYSE: VOYA), a leader in health, wealth, and investment solution
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