Financial Planning Consultant

Voya Financial is seeking an experienced and motivated Financial Planning Consultant to join our team. The successful candidate will possess excellent communication skills, be passionate about providing exceptional customer service, and have a strong understanding of financial planning principles and strategies.The ideal candidate will have a proven track record of success in financial planning, financial analysis, and portfolio management. We are looking for an individual who is comfortable working in a fast-paced environment and who is a team player with a positive attitude.If you have experience in the financial services industry, knowledge of financial planning strategies and regulations, and an eagerness to help our clients reach their financial goals, then this is the job for you!

Responsibilities:

1. Provide exceptional customer service to clients and ensure their financial goals are met.
2. Analyze and evaluate clients' current financial situation and offer personalized financial planning strategies and solutions.
3. Develop and implement portfolio management strategies for clients.
4. Monitor financial markets and trends to determine the best financial planning strategies for clients.
5. Maintain current knowledge of financial planning regulations and industry best practices.
6. Communicate effectively with clients to understand their financial objectives and provide exceptional customer service.
7. Work collaboratively with other financial planning consultants and support staff to ensure successful client outcomes.
8. Prepare and present financial planning reports to clients.
9. Maintain accurate client records and documentation in accordance with applicable laws and regulations.
10. Remain up-to-date on industry trends and developments.

According to JobzMall, the average salary range for a Financial Planning Consultant in New York, NY, USA is between $50,000 and $150,000 per year. Salaries will vary depending on a variety of factors, such as experience, education, certifications, and industry.

Voya Financial is an American financial, retirement, investment and insurance company based in New York, New York. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering.