MassMutual
Employer Industry: Financial Services
Why consider this job opportunity
Salary range up to $190,000
Incentive and bonus opportunities available
Access to a diverse and inclusive work culture with various networking opportunities
Opportunities for career advancement and professional development
Work closely with a dynamic team of wealth management experts
Contribute to meaningful financial solutions for high-net-worth clients
What to Expect (Job Responsibilities)
Partner with financial advisors to design complex wealth strategies and provide tailored recommendations
Act as a trusted resource during client interactions to ensure optimal outcomes
Collaborate with specialists to create client‑centric solutions that enhance advisor capabilities
Develop marketing strategies and investment illustrations to drive new business growth
Coordinate with teams to ensure a smooth and efficient client onboarding experience
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 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
Familiarity with financial planning and private client solutions tailored to 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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Why consider this job opportunity
Salary range up to $190,000
Incentive and bonus opportunities available
Access to a diverse and inclusive work culture with various networking opportunities
Opportunities for career advancement and professional development
Work closely with a dynamic team of wealth management experts
Contribute to meaningful financial solutions for high-net-worth clients
What to Expect (Job Responsibilities)
Partner with financial advisors to design complex wealth strategies and provide tailored recommendations
Act as a trusted resource during client interactions to ensure optimal outcomes
Collaborate with specialists to create client‑centric solutions that enhance advisor capabilities
Develop marketing strategies and investment illustrations to drive new business growth
Coordinate with teams to ensure a smooth and efficient client onboarding experience
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 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
Familiarity with financial planning and private client solutions tailored to 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