Retirement Planning Advisor

Voya Financial, Inc.; Boston (MA); Hybrid; USD 95,000 - 119,000; Full time

Benefits offered by this job

Health insurance

401(k) Savings plan

Retirement Plan – employer paid cash/b

Tuition reimbursement

Paid time off

Job summary

Voya Financial, Inc. seeks a Wealth Consultant in Boston to be the first point of contact for separated from service participants, educating them on retirement options and guidance.

You will coordinate with teams to implement the best solution, such as in-plan advice, account consolidation, or rollover actions, while serving inbound inquiries with a client-focused approach. The role emphasizes fiduciary responsibility, customer retention, and strong knowledge of retirement products, with base

Qualifications

• College degree required.
• Financial services experience preferred (3–5 years).
• Licensure: Series 6, 63, 7, 65/66 and CRPC designation (as stated).

Responsibilities

• Provide retirement readiness consultations for separated from service participants and near retirees.
• Consult, educate, and advise on retirement needs and options (in Plan/rollover/IRA).
• Service inbound callers with investment guidance while adhering to fiduciary standards.

Skills

Customer Focused

Critical Thinking

Team Mentality

Business Acumen

Learning Agility

Education

College degree

Job description

Voya Financial, Inc. seeks a Wealth Consultant in Boston to be the first point of contact for separated from service participants, educating them on retirement options and guidance.

You will coordinate with teams to implement the best solution, such as in-plan advice, account consolidation, or rollover actions, while serving inbound inquiries with a client-focused approach. The role emphasizes fiduciary responsibility, customer retention, and strong knowledge of retirement products, with base