MassMutual

Associate Regional Director, Wealth Management

MassMutual

full-time

Posted on:

Location Type: Remote

Location: Florida • Louisiana • United States

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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
  • Educate advisors to help them grow their wealth and financial planning businesses
  • Tactical execution of written plan in each agency
  • 1x1 advisor coaching and support for novice and high potential experienced advisors
  • Conduct regular coaching program advisor focus groups for high potential wealth advisors
  • Deliver agency training on key concepts including: 6 Step Financial Planning Process, Client Service Models, Client Engagement Frameworks, and Product Sales Conversations

Requirements

  • Bachelor’s degree or HS Diploma with 10+ years of experience 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%
  • FINRA Licensing - Series 7 at time of application
  • FINRA Licensing - 66 (or 65 + 63) at time of application
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Remote work options
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 sales
Soft Skills
coachingeducatingsupportcommunicationtraining
Certifications
Bachelor's degreeHS DiplomaFINRA Series 7FINRA 66FINRA 65FINRA 63