Financial Planning Consultant, Wealth Management
: Job Details :

Responsible for the attainment of personally assigned and division-paid production goals while working with minimal daily supervision. Primary clients are within the mass affluent segment of Voyas Retail IRA business. Conduct needs analysis to help clients make the best investment decision for their individual situation. Ability to implement advanced strategies for customers in a retail account including, but not limited to, retirement income planning and wealth accumulation. Maintain and apply expertise in financial securities and investments, insurance and related areas in order to provide point in time and ongoing guidance, advice and planning services to customers. Responsible for the attainment of sales production goals. Manage ongoing client relationship and as appropriate in the capacity of an Investment Advisor Representative. This responsibility will be measured through customer asset retention and customer satisfaction metrics. Quarterback the delivery of the Voya value prop...Financial Planning, Wealth, Consultant, Management, Financial, Customer Experience, Banking, Insurance