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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Salary Range:

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.