What are the responsibilities and job description for the Senior Wealth Strategist position at MassMutual Careers?
About the Role
As a Senior Wealth Strategist at MassMutual Private Wealth & Trust, you will play a key role in helping high net-worth clients achieve their long-term financial goals. This involves providing expert advice on investment and estate planning strategies, as well as navigating complex tax laws to minimize liabilities.
Your Key Responsibilities
- Develop and implement comprehensive wealth plans for clients, taking into account their unique financial situations and goals.
- Stay up-to-date with changing tax laws and regulations, and communicate these developments to clients and internal stakeholders.
- Collaborate with cross-functional teams to deliver exceptional client service and drive business growth.
- Identify opportunities to educate clients and internal staff on key risk issues related to tax law changes and their potential impact.
The Ideal Candidate
- Undergraduate degree in a relevant field, such as finance, accounting, or law.
- At least 6 years of experience in the wealth management industry, with a focus on advanced wealth planning and tax planning strategies.
- Strong relationships-building skills, with the ability to develop and maintain strong relationships with clients and internal stakeholders.
About MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust is a leading provider of fiduciary and wealth management services to high net-worth individuals and families. Our team is dedicated to delivering exceptional client service and driving business growth through innovative solutions and strategic partnerships.
