MassMutual
Employer Industry: Financial Services
Why consider this job opportunity
Salary up to $190,000
Incentive and bonus opportunities included in the compensation package
Access to a variety of networking opportunities, including diverse Business Resource Groups
Opportunity for career advancement within a stable and ethical organization
Regular one-on-one meetings with management for personalized support
Inclusive culture that encourages growth and values employee contributions
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
Collaborate with specialists to create client‑centric solutions that enhance the advisor experience
Develop marketing strategies and collateral to drive new business growth within the assigned territory
Coordinate with teams to ensure smooth client onboarding and recognize opportunities for advanced wealth solutions
Qualifications
5+ years of consulting, portfolio, or sales experience in 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 private client solutions for high‑net‑worth individuals
Preferred Qualifications
Previous sales experience through an intermediary or financial advisor channel
CFA, CIMA, CTFA, ChFC, or CFP designations
Familiarity with wealth planning and trust services
Proven ability to develop and execute targeted growth strategies
Experience in delivering training on financial planning and private wealth solutions
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 compensation package
Access to a variety of networking opportunities, including diverse Business Resource Groups
Opportunity for career advancement within a stable and ethical organization
Regular one-on-one meetings with management for personalized support
Inclusive culture that encourages growth and values employee contributions
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
Collaborate with specialists to create client‑centric solutions that enhance the advisor experience
Develop marketing strategies and collateral to drive new business growth within the assigned territory
Coordinate with teams to ensure smooth client onboarding and recognize opportunities for advanced wealth solutions
Qualifications
5+ years of consulting, portfolio, or sales experience in 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 private client solutions for high‑net‑worth individuals
Preferred Qualifications
Previous sales experience through an intermediary or financial advisor channel
CFA, CIMA, CTFA, ChFC, or CFP designations
Familiarity with wealth planning and trust services
Proven ability to develop and execute targeted growth strategies
Experience in delivering training on financial planning and private wealth solutions
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