Wealth Planning Consultant Affluent Clients
Job in
Springfield, Hampden County, Massachusetts, 01119, USA
Listed on 2026-06-27
Listing for:
MassMutual
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services
Job Description & How to Apply Below
Mass Mutual in Springfield, MA is looking for a Financial Planning Consultant to support Advisors on financial planning cases for moderate to affluent clients. This role involves proactive advice partnership, delivering paraplanning support, and coaching clients on digital strategies.
Eligible candidates will hold a Bachelor's degree and have 3+ years of experience in financial services. Additional qualifications include Series 7 and Series 63 or 66 licenses. Mass Mutual offers a collaborative work environment with opportunities for learning and development.
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