Mutual Opportunities
Regional Consultant, Wealth Management - West
Phoenix, Arizona; Denver, Colorado; Sacramento, California; Santa Fe, New Mexico; Austin, Texas; Olympia, Washington; Boise, Idaho; Salt Lake City, Utah; Carson City, Nevada; Salem, Oregon
Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”
Job Description
The Opportunity
As a Wealth Management Regional Consultant, you will be responsible for expanding our client base, providing personalized financial advice, and leveraging diverse expertise from outside our immediate geographic area.
The Team
To enhance our wealth management services, we have restructured our existing team to include four Regional Directors, each supported by Associate Regional Directors and Regional Consultants. As a Regional Consultant, you will partner with an Associate Regional Director to drive sales and business results within your designated territory.
To further support our wealth management efforts, we have also specialized our teams as follows:
Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing clients, deepen relationships by creating systems for net new assets, and driving Financial Planning Services Renewals
Net Flows, Financial Planning and Client Acquisition: Responsible for helping advisors onboard new, advice-based clients, driving new Fee Based Planning relationship through sales frameworks ensuring all movable assets are capture
The Impact
In partnership with an Associate Regional Director and Regional Director, you will execute key activities in your geographical territory, supporting the field in achieving their Wealth Management goals and driving sales and business results.
Key responsibilities include, but are not limited to:
Report to your Associate Regional Director to ensure you have the appropriate skills to execute your role and drive assigned sales and business results.
Responsible for the tactical execution of the written sales plan for each agency as assigned by the Regional Director
Conduct regular coaching programs, support advisor focus groups and boot camps as is needed, and conduct virtual training sessions for novice and high potential advisors to grow their wealth, net flows and financial planning business
Conduct beginner and intermediate virtual training series
Responsible for understanding the full Wealth Management and Insurance product suite and driving implementation of those products to help clients and advisors achieve their goals and objectives.
Report to the appropriate Senior Regional Consultant on sales progress to ensure Wealth Management Sales Results are met
The Minimum Qualifications
Bachelor's degree
Series 6 or 7 required at time of application
Series 63 + 65, or 66 at time of application or must obtain within 180 days
3+ years' experience in the financial services industry
2+ years' experience in financial advising, internal wholesaling, financial planning or retail financial services / operations
1+ years' experience with some type of fee-based management
Must reside in the West (WA, OR, CA, NV, ID, UT, AZ, NM, CO, TX)
Required Travel: 0 – 15% within designated territory
The Ideal Qualifications
2+ years financial planning experience
3+ years’ experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model
Industry designation (CFP, CLU, CHFC) or currently in progress
Strong presentation skills in both live and virtual formats
Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics.
Comfortable in a fast-paced, high-demand, dynamic environment
Ability to work as both a collaborative team member
Strong written and verbal communication skills
Excellent listening and follow-up skills
Salary Range:
$65K - $80K base salary range plus sales-based incentive opportunity resulting in a total target compensation package of $100K - $125K
What to Expect as Part of MassMutual and the Team
Regular meetings with Regional Director and Associate Regional Director to drive territory results
Access to mentorship opportunities
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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
#LI-CR41
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 88% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say they feel encouraged to bring forth new ideas - 86% of employee respondents say MassMutual cares about and supports the well-being of their employees
*Source: 2024 MassMutual employee engagement survey
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. 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.
We strive to embrace diversity in every sense, focusing on building a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
Why MassMutual?
Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
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