Wealth Management Training Consultant

Requirements

• Bachelor’s degree
• FINRA SIE, Series 7, and Series 66 (or 63/65) required
• 5+ years of experience as a field-based or phone-based Financial Advisor or Consultant
• 3+ years of Training experience, both facilitation and instructional/content design
• Detailed knowledge of institutional DC plan features, benefits, and distribution options sufficient to position effective participant outcomes including retention, consolidation, and rollover
• Advanced knowledge of positioning managed accounts (UMA) and financial planning tools
• Experience and knowledge with self-directed investment platforms and offerings
• Experience and knowledge with robo and auto-rebalancing investment products
• Experience leading large, complex projects through all phases
• Strong meeting facilitation skills
• Knowledge of change management processes and industry best practices
• Excellent verbal and written communication
• Effective presentation and communications style
• Life and Health Licenses (Desired)
• Experience with Annuity Sales (Desired)

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year