Financial Planning Consultant

MassMutual

Financial Planning Consultant supporting advisor relationships and providing planning services for affluent clients. Working within MassMutual's Wealth Management to drive client-centric experiences.

Posted 6/24/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $84,100 - $110,300 per yearWebsite

About the role

Key responsibilities & impact

Primary support to Advisors on financial planning cases for moderate to affluent clients
Acting as a proactive advice partner by translating client goals and values into actionable financial planning strategies
Providing ongoing follow-through to ensure advice is implemented, maintained, and progressed over time
Enable scalable, advice-led growth by delivering high-quality, cost-effective paraplanning support through standardized workflows
Provide support to Regional Directors with their caseloads during periods of high volume
Responsible for maintaining the Consultation & Design Standard of Excellence
Proactively follow-up with Advisors to ensure they are efficiently moving through the financial planning process
Coaching advisors on digital enablement strategies
Manage dedicated advisor relationships

Requirements

What you’ll need

Bachelor's Degree
3+ years of experience working in the financial services
1+ years of financial planning experience including investment planning, retirement planning, estate planning, tax planning, and protection planning
Series 7 license at time of application
Series 63 or 66 at time of application or must obtain within 180 days of start

Benefits

Comp & perks

Regular meetings with the WM Advice & Financial Planning 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment planningretirement planningestate planningtax planningprotection planningparaplanningstandardized workflows

Soft Skills

proactive advicecoachingrelationship managementfollow-throughcommunication

Certifications

Bachelor's DegreeSeries 7 licenseSeries 63 licenseSeries 66 license