Private Wealth Consultant
MassMutual
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Arizona, Florida, Minnesota, New York, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $144,800 - $190,000 per year
Job Level
Mid-LevelSenior
About the role
- Partner with MassMutual financial advisors to design complex wealth strategies
- Act as a trusted resource during client interactions
- Work with a team of wealth, tax, trust, and investment specialists
- Develop marketing strategies and collateral
- Coordinate with investment teams for client onboarding
- Recognize and pursue advanced investment opportunities
- Deliver training on wealth planning, trust services
- Develop a targeted growth strategy for the territory
- Share market insights with stakeholders
- Collaborate with internal teams to streamline workflows
Requirements
- 5+ years of consulting, portfolio or sales experience with investment management and trust services
- Ability to travel 50% - 70% as required
- FINRA Series 7 and Series 63 at time of application
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Bonuses
- Networking opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
wealth strategiesinvestment managementtrust servicesmarketing strategiesclient onboardingadvanced investment opportunitieswealth planningportfolio managementsales experience
Soft skills
trusted resourcecollaborationcommunicationtraining deliverystakeholder engagementstrategic thinkingworkflow streamlining
Certifications
FINRA Series 7FINRA Series 63