MassMutual
Why consider this job opportunity
Salary up to $190,000
Competitive incentive and bonus opportunities
Access to extensive benefits offerings
Opportunity for career growth and networking within a diverse and inclusive culture
Work with a collaborative team of experts in wealth management
Be part of a company with a strong ethical foundation and commitment to client success
Job Responsibilities
Partner with financial advisors to design complex wealth strategies, leveraging expertise in investment and estate planning
Act as a trusted resource during client interactions, delivering tailored recommendations
Collaborate with specialists to create client‑centric solutions that enhance advisor capabilities
Develop marketing strategies and collateral to drive new business growth within the assigned territory
Deliver training on wealth planning and private client solutions to enhance advisor proficiency
Qualifications
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 the time of application
Exceptional communication and presentation skills
Extensive experience with complex investment and estate planning solutions
Preferred Qualifications
Previous sales experience through an intermediary or financial advisor channel
CFA, CIMA, CTFA, ChFC, or CFP designations
Strong understanding of the high‑net‑worth market segment
We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.
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Salary up to $190,000
Competitive incentive and bonus opportunities
Access to extensive benefits offerings
Opportunity for career growth and networking within a diverse and inclusive culture
Work with a collaborative team of experts in wealth management
Be part of a company with a strong ethical foundation and commitment to client success
Job Responsibilities
Partner with financial advisors to design complex wealth strategies, leveraging expertise in investment and estate planning
Act as a trusted resource during client interactions, delivering tailored recommendations
Collaborate with specialists to create client‑centric solutions that enhance advisor capabilities
Develop marketing strategies and collateral to drive new business growth within the assigned territory
Deliver training on wealth planning and private client solutions to enhance advisor proficiency
Qualifications
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 the time of application
Exceptional communication and presentation skills
Extensive experience with complex investment and estate planning solutions
Preferred Qualifications
Previous sales experience through an intermediary or financial advisor channel
CFA, CIMA, CTFA, ChFC, or CFP designations
Strong understanding of the high‑net‑worth market segment
We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.
#J-18808-Ljbffr