The Opportunity
MassMutual 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 an Associate 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 MassMutual’s Wealth Management Business Development team to position advisors for success in the evolving private wealth marketplace.
The Team
This role is critical to driving growth and positioning advisors as trusted partners for affluent clients. As part of a dynamic sales team, you will act as an internal wholesaler, delivering a differentiated new-business experience and helping advisors navigate complex planning scenarios. You’ll collaborate with experts in investment, tax, and estate planning to create integrated solutions that address the challenges of concentrated wealth, generational planning, and liquidity strategies. At the core of this offering is helping advisors deliver exceptional outcomes for their most valued clients.
The Impact
In this role, you will:
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.
The Minimum Qualifications
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
The Ideal Qualifications
Excellent interpersonal and problem-solving skills
Experience with more complex investment, trust and private client service solutions designed for the high-net-worth market segment
CFA, CIMA, CTFA, ChFC or CFP designations
What to Expect as Part of MassMutual 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
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