Regional Consultant, Wealth Management - West

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
  
  

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.