Associate Private Wealth Consultant
MassMutual
full-time
Posted on:
Location Type: Hybrid
Location: Windsor • Connecticut, Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $82,000 - $107,600 per year
Job Level
JuniorMid-Level
About the role
- Serve as an Associate Private Wealth Consultant, leveraging your expertise in portfolio management, advanced planning, and high-net-worth strategies.
- Partner and collaborate with the External Private Wealth Consultant to drive territory results of net flows into the assigned region.
- Partner with advisors and internal teams to design creative, customized solutions for affluent clients.
- Deliver a seamless proposal and onboarding experience that reflects the complexity and sophistication of private wealth planning.
- Collaborate with specialists across investment, tax, and estate planning to create compelling solutions that differentiate MassMutual and its advisors.
- Identify opportunities for advisor education in areas such as wealth transfer, liquidity planning, and alternative investments.
- Capture advisor and client feedback to continuously refine our private wealth offering.
- Provide consultative case design and technical support to advisors, including investment strategies, estate planning concepts, and advanced planning solutions.
- Create compelling proposals and presentations tailored to high-net-worth clients and families.
- Coordinate internal resources to ensure a smooth onboarding experience and timely execution of complex cases.
- Deliver marketing collateral and investment illustrations to support advisor engagement and new business development.
- Partner with Wealth Management Business Development to deepen advisor relationships and expand private wealth capabilities.
- Facilitate advisor training on private wealth strategies and solutions.
Requirements
- 3+ years of investment management, trust, or financial services experience
- 1+ year of selling or supporting financial solutions within an advisor channel
- FINRA Series 7 and Series 63 at time of application
- Bachelor's Degree
Benefits
- Regular meetings with the Private Wealth Consulting Team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio managementadvanced planningwealth transferliquidity planningalternative investmentsinvestment strategiesestate planningcase designproposal creationpresentation skills
Soft skills
collaborationconsultative skillscommunicationcreativityproblem-solvingrelationship buildingtraining facilitationfeedback captureorganizational skillsclient engagement
Certifications
FINRA Series 7FINRA Series 63Bachelor's Degree