Private Wealth Consultant

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Overview

Mass Mutual Private Wealth is dedicated to delivering sophisticated investment strategies, estate planning solutions, and concierge-level services tailored to the unique needs of high-net-worth clients. Our mission is to empower financial advisors to deepen relationships with affluent clients by providing advanced planning and private wealth solutions that go beyond traditional offerings. As a Private Wealth Consultant, you will play a pivotal role in supporting advisors through business development, proposal generation, and client onboarding within the private wealth segment.

You’ll partner closely with Mass Mutual’s Wealth Management Business Development team to position advisors for success in the evolving private wealth marketplace.

In This Role, You Will

• Partner with Mass Mutual financial advisors to design complex wealth strategies, leveraging deep expertise in portfolio management, investment solutions, and estate planning. Provide advanced product knowledge, historical analysis, and legal document review to position advisors and Mass Mutual for success in building high-net-worth client relationships.
• Act as a trusted resource during client interactions, delivering tailored recommendations and supporting advisors throughout the sales process to ensure optimal outcomes.
• Work with a team of wealth, tax, trust, and investment specialists to create differentiated, client-centric solutions that elevate the advisor experience.
• Develop marketing strategies, collateral, and investment illustrations to drive new business growth and enhance advisor capabilities within the territory.
• Coordinate with investment, fiduciary, and operational teams to ensure a smooth and efficient client onboarding experience.
• Recognize and pursue opportunities requiring advanced investment, trust, and private wealth solutions to increase assets under management and expand market share.
• Deliver training on wealth planning, trust services, and private client solutions to enhance advisor proficiency and confidence.
• Develop and execute a targeted growth strategy for the territory, including segmentation, lead prioritization, and pipeline management.
• Share real-time market insights with internal stakeholders to inform product development and distribution strategies.
• Collaborate with internal teams to streamline advisor workflows and simplify access to wealth management solutions.
• Create and deliver compelling proposals and presentations tailored to the unique needs of clients.

Minimum 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 time of application

Ideal Qualifications

• Previous sales experience through an intermediary or financial advisor channel
• Exceptional communication and presentation skills
• Extensive experience with complex investment, estate planning, financial planning, trust and private client solutions tailored to the high-net-worth market segment
• CFA, CIMA, CTFA, ChFC or CFP designations

What to Expect as Part of Mass Mutual and the Team

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

Seniority level:
Mid-Senior level

Employment type:

Full-time
Job function:
Finance and Sales

Mass Mutual is an equal employment opportunity employer. We welcome all persons to apply.

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

California residents:
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