Wealth Consultant
Core
First point of contact for separated-from-service participants and near-retirees to provide retirement readiness consultations and education, guiding them on account outcomes (stay, roll, cash out) in a fiduciary environment.
Role type
Wealth Consultant (Mass Affluent DC Plan)
Builds
Retirement assistance programs and account management strategies for Voya's DC plan business
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Retirement and retirement income planning, FINRA/DOL fiduciary standards adherence, investment guidance, account consolidation, rollover management, insurance and securities knowledge, customer retention strategies
Preferred skills
3-5 years financial services experience, Series 6, 63, 7, 65/66, CRPC designation
Technologies
Voya retirement and investment product platforms
Responsibilities
Provide differentiated service to separated-from-service plan participants and those nearing retirement; Consult, educate, and advise on the most appropriate action based on individual retirement needs; Service general transactional needs for inbound callers including investment guidance; Partner with appropriate teams to implement identified strategies (In Plan Advice, Account Consolidation, or Rollover/FA team)
Seniority
Mid-level IC