MassMutual

Associate Regional Director, Wealth Management

MassMutual

full-time

Posted on:

Location Type: Hybrid

Location: Phoenix • Arizona • California • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $80,000 - $100,000 per year

Job Level

Lead

About the role

  • Develop and execute strategies focused on coaching advisors on financial planning, investment management, practice management, and client acquisition within your geographical area.
  • Educate advisors to help them grow their wealth and financial planning businesses.
  • Conduct regular coaching program advisor focus groups for high potential wealth advisors, and support bootcamps as necessary.
  • Deliver agency training on key concepts including: 6 Step Financial Planning Process, Client Service Models, Client Engagement Frameworks, Product Sales Conversations, Net Flows Strategies, and Advisor Book of Business Assessments.

Requirements

  • Bachelor’s degree or HS Diploma with 10+ years of experience working in the investment management and financial planning space
  • 5+ years of sales experience selling investment management and financial planning products & solutions
  • 2+ years of experience working and developing in-depth knowledge of insurance, wealth management and any associated products and services
  • Ability to travel upwards of 50%
  • Must reside in one of the specified states.
Benefits
  • 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.
  • Competitive salaries, along with incentive and bonus opportunities for all employees.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment managementpractice managementclient acquisitionsales experienceinsurance knowledgewealth managementproduct salesclient service modelsclient engagement frameworks
Soft Skills
coachingeducatingcommunicationleadershipstrategic thinking