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MassMutual · 20 hours ago

Associate Private Wealth Consultant

Windsor, CT

Full-time

Onsite

Mid Level

3+ years exp

MassMutual is dedicated to delivering sophisticated investment strategies and estate planning solutions for high-net-worth clients. As an Associate Private Wealth Consultant, you will support advisors in business development, proposal generation, and client onboarding within the private wealth segment, collaborating with various teams to create integrated solutions for affluent clients.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

Responsibilities

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

Qualification

Investment managementFinancial services experiencePortfolio managementFINRA Series 7FINRA Series 63CFACFPSales supportClient onboardingInterpersonal skillsProblem-solving skills

Required

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 or must obtain within 6 months of hire

Bachelor's Degree

Preferred

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

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)