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MassMutual · 2 weeks ago

Private Wealth Consultant

New York, NY

Full-time

Onsite

Senior Level

$145K/yr - $190K/yr

5+ years exp

MassMutual is dedicated to delivering sophisticated investment strategies and estate planning solutions for high-net-worth clients. As a Private Wealth Consultant, you will support financial advisors through business development, proposal generation, and client onboarding, while collaborating with specialists to create integrated wealth solutions.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

Responsibilities

Partner with MassMutual financial advisors to design complex wealth strategies, leveraging deep expertise in portfolio management, investment solutions, and estate planning. Provide advanced product knowledge, historical analysis, and legal document review to position advisors and MassMutual for success in building high-net-worth client relationships

Act as a trusted resource during client interactions, delivering tailored recommendations and supporting advisors throughout the sales process to ensure optimal outcomes

Work with a team of wealth, tax, trust, and investment specialists to create differentiated, client-centric solutions that elevate the advisor experience

Develop marketing strategies, collateral, and investment illustrations to drive new business growth and enhance advisor capabilities within the territory

Coordinate with investment, fiduciary, and operational teams to ensure a smooth and efficient client onboarding experience

Recognize and pursue opportunities requiring advanced investment, trust, and private wealth solutions to increase assets under management and expand market share

Deliver training on wealth planning, trust services, and private client solutions to enhance advisor proficiency and confidence

Develop and execute a targeted growth strategy for the territory, including segmentation, lead prioritization, and pipeline management

Share real-time market insights with internal stakeholders to inform product development and distribution strategies

Collaborate with internal teams to streamline advisor workflows and simplify access to wealth management solutions

Create and deliver compelling proposals and presentations tailored to the unique needs of clients

Qualification

Investment managementEstate planningTrust servicesFINRA Series 7FINRA Series 63Sales experienceCFA designationCFP designationCommunication skillsPresentation skills

Required

5+ years of consulting, portfolio or sales experience with investment management and trust services

Ability to travel 50% - 70% as required

FINRA Series 7 and Series 63 at time of application

Preferred

Previous sales experience through an intermediary or financial advisor channel

Exceptional communication and presentation skills

Extensive experience with complex investment, estate planning, financial planning, trust and private client solutions tailored to the high-net-worth market segment

CFA, CIMA, CTFA, ChFC or CFP designations

Benefits

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

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)