MassMutual
Why consider this job opportunity
Salary up to $190,000
Competitive incentive and bonus opportunities
Access to extensive learning and professional development resources
Opportunity for career advancement within a stable, ethical company
Collaborative work environment with a focus on diversity and inclusion
Chance to make a significant impact in the private wealth sector
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, delivering tailored recommendations throughout the sales process
Collaborate with specialists to create client-centric solutions that enhance the advisor experience
Develop marketing strategies and materials to drive new business growth within the assigned territory
Coordinate with operational teams to ensure a smooth 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 the time of application
Proven track record in delivering complex investment and estate planning solutions
Strong communication and presentation skills
How to Stand Out (Preferred Qualifications)
Previous sales experience through an intermediary or financial advisor channel
Extensive experience in financial planning tailored to the high-net-worth market segment
Professional designations such as CFA, CIMA, CTFA, ChFC, or CFP
Familiarity with advanced trust services and private client solutions
Ability to develop and execute targeted growth strategies
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 learning and professional development resources
Opportunity for career advancement within a stable, ethical company
Collaborative work environment with a focus on diversity and inclusion
Chance to make a significant impact in the private wealth sector
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, delivering tailored recommendations throughout the sales process
Collaborate with specialists to create client-centric solutions that enhance the advisor experience
Develop marketing strategies and materials to drive new business growth within the assigned territory
Coordinate with operational teams to ensure a smooth 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 the time of application
Proven track record in delivering complex investment and estate planning solutions
Strong communication and presentation skills
How to Stand Out (Preferred Qualifications)
Previous sales experience through an intermediary or financial advisor channel
Extensive experience in financial planning tailored to the high-net-worth market segment
Professional designations such as CFA, CIMA, CTFA, ChFC, or CFP
Familiarity with advanced trust services and private client solutions
Ability to develop and execute targeted growth strategies
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