Private Wealth Consultant

MassMutual•Phoenix, NY

About The Position

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 a 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 The Private Wealth Consultant is responsible for delivering comprehensive trust, investment, and private wealth solutions tailored to the sophisticated needs of high-net-worth clients. This role focuses on driving sales growth within an assigned territory while serving as a strategic resource for advisors and clients.

Requirements

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

Nice To Haves

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

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.

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
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.
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.