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MassMutual · 2 days ago

Structured Investments Consultant

Boston, MA

Full-time

Onsite

Entry, Mid Level

2+ years exp

MassMutual is dedicated to helping clients achieve their financial goals through informed investing, and they are seeking a Structured Investments Consultant to work closely with various stakeholders. The role involves assisting financial advisors with structured notes and market-linked CDs, enhancing educational resources, and collaborating with trading and operations teams to ensure efficient client onboarding.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

Responsibilities

Assist financial advisors in the implementation of structured notes and market-linked CDs as part of broader client portfolios

Assist with product training and insights to advisors, focusing on live business cases and real-time market conditions

Enhance and create educational resources, ensuring advisors are equipped with up-to-date knowledge on structured notes and market-linked CDs

Collaborate with trading and operations teams to ensure smooth and efficient client onboarding experience

Leverage technology to drive process efficiencies and improve team workflows

Apply your understanding of portfolio management to recognize how structured investments fit into broader financial plans, supporting client goals

Qualification

Structured ProductsInvestment SolutionsSeries 7 CertificationPortfolio ManagementRelationship BuildingOrganizational SkillsCommunication SkillsStrategic Mindset

Required

Bachelor's Degree

Series 7 at time of application or within 90 days of start date

2+ years of experience with investment solutions in the insurance/financial services industry and/or within financial institutions

Preferred

Experience with more complex investments and solutions such as Structured Products / Investments

Effective at cultivating relationships with all levels of the organization

Self-motivated with excellent organization and keen attention to detail

Strong written and verbal communication skills

Ability to thrive in a fast-paced independent broker-dealer environment

Strategic mindset with the capability to work cross-functionally in a collaborative environment

Benefits

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.

Company

MassMutual

Glassdoor3.9

MassMutual is a mutual life insurance company that provides investment management and trust services.

Founded in 1851

Springfield, Massachusetts, USA

5001-10000 employees

https://www.massmutual.com/

H1B Sponsorship

MassMutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (96)

2024 (94)

2023 (66)

2022 (115)

2021 (121)

2020 (73)