Financial Planning Consultant, Wealth Management at Voya Financial

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Forward-thinking financial advisor mindset with entrepreneurial drive to grow in a dynamic environment
Ability to work with minimal daily supervision
Experience or capability in outside sales for client management, retention, and growth
Proficiency in conducting needs analysis for mass affluent clients in Retail IRA business
Regular outreach and relationship management skills for ongoing client engagement
Ability to leverage tools like Voya WealthPath platform (financial planning, CRM, compliance, portfolio management)

Responsibilities

Service, retain, and grow Retail IRA client relationships through regular outreach and outside sales
Attain personally assigned and division-paid production goals
Manage primary clients within the mass affluent segment of Voya’s Retail IRA business
Direct customer relationships, utilizing Participant Service & Sales Solutions (PSSS) roles for support
Develop the Retail IRA service offering for Voya Wealth Management business

Skills

Financial Planning

Wealth Management

Investment Advisory

Client Relationship Management

Retirement Planning

Financial Advisory

Voya Financial

Provides financial services and retirement solutions

About Voya Financial

Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.

New York City, New YorkHeadquarters

2014Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

5,001-10,000Employees

Benefits

Health Savings Account (HSA)

Flexible Spending Accounts (FSA)

Rally wellness program

Employee Assistance Program (EAP) and Work Life Services

Behavioral Health Family Support Program

Livongo support for diabetes, hypertension, and weight management

AccessHope cancer support

Wellthy caregiving assistance

Back-up child care and elder care

Health Advocate

ABLE accounts

Legal insurance

Identity theft protection

Voya Foundation Matching Gift Program

Risks

Increased competition from fintech companies may erode Voya's market share.

Operational challenges in integrating OneAmerica's business could affect service quality.

Regulatory scrutiny on fees may impact Voya's pricing strategies and profitability.

Differentiation

Voya's commitment to inclusiveness and corporate responsibility sets it apart in the market.

The acquisition of OneAmerica's retirement plan business expands Voya's client base significantly.

Voya's focus on digital financial planning tools enhances client engagement and satisfaction.

Upsides

Voya's ESG commitment aligns with the growing investor focus on sustainable investing.

The financial wellness market's growth offers significant opportunities for Voya's programs.

AI integration in investment management can enhance Voya's strategies and client outcomes.

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