Financial Wellness Consultant

7 days ago


San Francisco, California, United States Disability Solutions Full time
Empower Your Future with Us

Voya Financial is a leading provider of retirement and financial solutions. We are committed to helping individuals and organizations achieve their goals through our expertise in the financial services industry.

About This Role:

The Financial Wellness Consultant will play a critical role in delivering on-site education for plan sponsor participants, conducting educational seminars/webinars on plan features and investments, as well as general investment-oriented and retirement-related topics. The ideal candidate will have 3 years of experience in retirement/financial services, hold FINRA Series 6 or 7 and 63, 65 licenses, and possess strong interpersonal & communication skills.

Key Responsibilities:
  • Deliver on-site education to plan sponsor participants.
  • Conduct educational seminars/webinars on plan features and investments.
  • Meet one-on-one with employees and retirees for financial advisory investment counseling sessions.
  • Interface with plan administration, legal counsel, and plan sponsors to resolve participant issues.

Benefits and Compensation:
$73,900 - $92,370 USD per year

Why Join Our Team?

Voya Financial is an equal-opportunity employer providing a comprehensive benefits package, including health, dental, vision, and life insurance plans, 401(k) Savings plan, tuition reimbursement, paid time off, and more.

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