Private Wealth Consultant
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-15
Listing for:
MassMutual
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
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
- 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
- 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
- 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
#Financial Services #Wealth Management #Career Opportunity #Competitive Pay #Diversity And Inclusion
"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."
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×