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 strong, stable, and ethical business with industry-leading pay and benefits
Opportunities for networking and collaboration through diverse Business Resource Groups
Regular meetings for professional development and support from management
Inclusive and vibrant company culture that encourages growth and openness
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
Collaborate with specialists to create client-centric solutions and elevate the advisor experience
Develop marketing strategies and collateral to drive new business growth
Coordinate with teams to ensure a smooth client onboarding experience
What is Required (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 investment, estate planning, and private client 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
Experience working with complex investment and financial planning solutions tailored to high-net-worth clients
#FinancialServices #WealthManagement #CareerOpportunity #CompetitivePay #DiversityAndInclusion
"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
Why consider this job opportunity:
Salary up to $190,000
Incentive and bonus opportunities included in the compensation package
Access to a strong, stable, and ethical business with industry-leading pay and benefits
Opportunities for networking and collaboration through diverse Business Resource Groups
Regular meetings for professional development and support from management
Inclusive and vibrant company culture that encourages growth and openness
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
Collaborate with specialists to create client-centric solutions and elevate the advisor experience
Develop marketing strategies and collateral to drive new business growth
Coordinate with teams to ensure a smooth client onboarding experience
What is Required (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 investment, estate planning, and private client 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
Experience working with complex investment and financial planning solutions tailored to high-net-worth clients
#FinancialServices #WealthManagement #CareerOpportunity #CompetitivePay #DiversityAndInclusion
"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