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About the role
- Associate Private Wealth Consultant at MassMutual delivering wealth solutions and supporting advisors in affluent client markets. Collaborating with cross-functional teams and driving business development.
Responsibilities
- Serve as an Associate Private Wealth Consultant, leveraging your expertise in portfolio management, advanced planning, and high-net-worth strategies.
- Partner and collaborate with the External Private Wealth Consultant to drive territory results of net flows into the assigned region.
- Partner with advisors and internal teams to design creative, customized solutions for affluent clients.
- Deliver a seamless proposal and onboarding experience that reflects the complexity and sophistication of private wealth planning.
- Collaborate with specialists across investment, tax, and estate planning to create compelling solutions that differentiate MassMutual and its advisors.
- Identify opportunities for advisor education in areas such as wealth transfer, liquidity planning, and alternative investments.
- Capture advisor and client feedback to continuously refine our private wealth offering.
- Provide consultative case design and technical support to advisors, including investment strategies, estate planning concepts, and advanced planning solutions.
- Create compelling proposals and presentations tailored to high-net-worth clients and families.
- Coordinate internal resources to ensure a smooth onboarding experience and timely execution of complex cases.
- Deliver marketing collateral and investment illustrations to support advisor engagement and new business development.
- Partner with Wealth Management Business Development to deepen advisor relationships and expand private wealth capabilities.
- Facilitate advisor training on private wealth strategies and solutions.
Requirements
- 3+ years of investment management, trust, or financial services experience
- 1+ year of selling or supporting financial solutions within an advisor channel
- FINRA Series 7 and Series 63 at time of application
- Bachelor's Degree
Benefits
- Regular meetings with the Private Wealth Consulting Team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
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