Investment Advisor

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, Retirement ServicesIndustries

Requirements

Candidates must have at least 5 years of financial services or related experience, and possess Series 6 or 7, 63, 65/65 licenses. An additional designation such as MBA, CFP, or CFA is supported. Strong sales and customer relationship experience, a thorough understanding of retirement and retirement income planning, and adherence to FINRA/DOL fiduciary standards are required. Expertise in insurance, securities, investments, and Voya's product offerings is essential. The role also expects a strong work ethic, a combination of inbound and outbound calling experience, and leadership traits.

Responsibilities

The Investment Advisor is responsible for managing client relationships within the In Plan Advice product suite, measured by participant enrollment, retention, and asset consolidation. This includes handling transferred inbound calls to transition participants into actively managed accounts and quarterbacking the delivery of Voya's in-plan managed account service by providing objective guidance. The role involves driving retirement readiness outcomes, modeling industry-leading sales best practices, sharing these practices across the organization, and maintaining compliance with fiduciary standards and customer best interest contract delivery.

Skills

Client Relationship Management

Sales

Financial Planning

Retirement Planning

Communication

Customer Service

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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