Because of the suite of products and support available through our Advisory Services team, Voya Financial Advisors Investment Advisor Representatives (IAR) have the opportunity to earn a steadier revenue stream, increase practice value and provide better programs to clients. We offer everything you need to expand your advisory business–from products to technology to sales support.
As the IAR, you’re able to focus on the heart of your business–your relationship with your clients. Your clients trust you and by using the comprehensive tools and support services we offer, you and your clients will benefit.
Advisory platform features:
- Single sign-on
- Enhanced trading
- Model portfolio construction
- Efficient e-tools to manage your client accounts
Turnkey Programs – provide active portfolio management by industry-leading experts, as well as automated trading, investment research and account rebalancing.
Advisor Directed – provides fully-customized solutions designed by you, the IAR, allowing you to manage all aspects of the relationship with your client.
Third-Party Money Managers – provide access to institutional money managers chosen to help handle client assets based on their experience in a particular investment style or asset class.
- Wealth advisory sales professionals who train and support you and your staff
- Our compliance team to keep you current on industry regulations and help you meet your fiduciary responsibilities
- Continuing education and training to help you grow your advisory practice and maintain your certifications
- Advisor Marketing Solutions available for order online 24x7 including:
- Client program brochures
- E-mail and direct mail campaigns for prospects or clients; including annual review reminders, holiday greetings and more
- Consultation workbooks
- Personalized newsletters
- Seminars including invitations and thank you notes
Financial professional must be FINRA Series 65 or 66 securities registered to offer advisory programs to qualified clients. They must also be registered as an Investment Advisor Representative of Voya Financial Advisors.