Massachusetts Jobs

The Opportunity

As a Financial Planning Regional Consultant, you will be responsible for developing, maintaining, and strengthening relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff.

The Impact

In partnership with the Regional Director in the designated territory (Mid-Atlantic), you will effectively communicate MassMutual’s financial planning process and our strategic vision to drive growth and achievement through financial planning and advice. You will help Financial Advisors build an additional revenue stream in their business and ensure that their clients are achieving their financial goals through appropriate product implementation.

Key Responsibilities Include:

• Proactive daily phone calls within your designated region to develop, maintain, and deepen relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff

• Working directly with Advisors within your designated region to implement financial planning in their practices

• Increasing product implementation rates and productivity through planning and sales frameworks – coordination with other product lines and partners

• Growing financial planning in the designated region through client acquisition strategies and coaching advisors to execute on key marketing activities

• Facilitating and conducting virtual training, roles plays and coaching programs

• Building long-term, fee-based financial planning practices focused on client experience

The Minimum Qualifications

• Bachelor's degree

• Series 6 or 7 required at time of application

• Series 63, 65, or 66 at time of application or must obtain within first year

• 3+ years' experience as a Financial Advisor/Internal Wholesaler or in Financial Planning

• 3+ years’ experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model

• 3+ years’ experience with some type of fee-based management

• Required Travel: 0 – 15% within designated territory

The Ideal Qualifications

• Advanced Degree

• Industry designations (i.e. CFP, CLU, CHFC) or currently in progress

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Advice & Financial Planning Team

• Focused one-on-one meetings with your manager

• Access to mentorship opportunities

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical interest with industry leading pay and benefits

#LI-CR41

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Salary Range: $76,200.00-$100,000.00