MassMutual
Employer Industry: Financial Services
Why consider this job opportunity
Salary up to $190,000
Incentive and bonus opportunities included in the total compensation package
Access to networking opportunities through diverse Business Resource Groups
Commitment to ethical business practices and a strong, inclusive company culture
Opportunity for professional development and training to enhance advisor proficiency
Role in supporting high-net-worth clients with sophisticated investment and estate planning solutions
What to Expect (Job Responsibilities)
Partner with financial advisors to design complex wealth strategies and provide advanced product knowledge
Act as a trusted resource during client interactions, supporting advisors in the sales process
Collaborate with specialists to create client-centric solutions that enhance the advisor experience
Develop marketing strategies and collateral to drive new business growth
Deliver training on wealth planning and private client solutions to enhance advisor capabilities
What is Required (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
Strong communication and presentation skills
Extensive experience with complex investment and estate planning solutions for high-net-worth clients
How to Stand Out (Preferred Qualifications)
Previous sales experience through an intermediary or financial advisor channel
CFA, CIMA, CTFA, ChFC, or CFP designations
Exceptional ability to deliver tailored recommendations during client interactions
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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Why consider this job opportunity
Salary up to $190,000
Incentive and bonus opportunities included in the total compensation package
Access to networking opportunities through diverse Business Resource Groups
Commitment to ethical business practices and a strong, inclusive company culture
Opportunity for professional development and training to enhance advisor proficiency
Role in supporting high-net-worth clients with sophisticated investment and estate planning solutions
What to Expect (Job Responsibilities)
Partner with financial advisors to design complex wealth strategies and provide advanced product knowledge
Act as a trusted resource during client interactions, supporting advisors in the sales process
Collaborate with specialists to create client-centric solutions that enhance the advisor experience
Develop marketing strategies and collateral to drive new business growth
Deliver training on wealth planning and private client solutions to enhance advisor capabilities
What is Required (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
Strong communication and presentation skills
Extensive experience with complex investment and estate planning solutions for high-net-worth clients
How to Stand Out (Preferred Qualifications)
Previous sales experience through an intermediary or financial advisor channel
CFA, CIMA, CTFA, ChFC, or CFP designations
Exceptional ability to deliver tailored recommendations during client interactions
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