Private Wealth Consultant
MassMutual
full-time
Posted on:
Location Type: Remote
Location: Massachusetts • New York • United States
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Salary
💰 $144,800 - $190,000 per year
About the role
- Partner with MassMutual financial advisors to design complex wealth strategies, leveraging deep expertise in portfolio management, investment solutions, and estate planning.
- Provide advanced product knowledge, historical analysis, and legal document review to position advisors and MassMutual for success in building high-net-worth client relationships.
- Act as a trusted resource during client interactions, delivering tailored recommendations and supporting advisors throughout the sales process to ensure optimal outcomes.
- Work with a team of wealth, tax, trust, and investment specialists to create differentiated, client-centric solutions that elevate the advisor experience.
- Develop marketing strategies, collateral, and investment illustrations to drive new business growth and enhance advisor capabilities within the territory.
- Coordinate with investment, fiduciary, and operational teams to ensure a smooth and efficient client onboarding experience.
- Recognize and pursue opportunities requiring advanced investment, trust, and private wealth solutions to increase assets under management and expand market share.
- Deliver training on wealth planning, trust services, and private client solutions to enhance advisor proficiency and confidence.
- Develop and execute a targeted growth strategy for the territory, including segmentation, lead prioritization, and pipeline management.
- Share real-time market insights with internal stakeholders to inform product development and distribution strategies.
- Collaborate with internal teams to streamline advisor workflows and simplify access to wealth management solutions.
- Create and deliver compelling proposals and presentations tailored to the unique needs of clients.
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 or must obtain within 6 months of hire
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 managementinvestment solutionsestate planninglegal document reviewwealth planningtrust servicesprivate client solutionsmarketing strategiespipeline managementclient onboarding
Soft skills
client interactionstailored recommendationsteam collaborationtraining deliverycommunicationrelationship buildingstrategic thinkingproblem solvinglead prioritizationpresentation skills
Certifications
FINRA Series 7FINRA Series 63