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Job Description
Financial Planning Consultant MassMutual - 3.7 Springfield, MA Job Details Full-time $84,100 - $110,300 a year 4 hours ago Benefits Commuter assistance Caregiver leave Paid holidays Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off 401(k) 10% Match Bereavement leave Qualifications Investment planning Financial plan development Series 7 Bachelor's degree Financial services Full Job Description 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. Job Description Financial Planning Consultant WM Advice & Financial Planning Full-time, Boston or Springfield, MA Job Summary The role of the Financial Planning Consultant is to work on a team of consultants providing support for fee-based financial planning cases. Consultants will focus on creating dynamic collaborative partnerships with Advisors dealing with moderate to affluent clients. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. The Team As the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively engage with our Field partners to promote new and existing capabilities, products, and services, and swiftly execute key initiatives that will positively impact advisors and clients resulting in growth. As a member of the Wealth Management organization, you will join our team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. The Impact The Financial Planning Consultant will work proactively with the field and internal and external business partners to drive results, plan implementation, and provide a client-centric experience. In addition, the individual will be responsible for ensuring advisors and their staff are effectively onboarded to Consultation & Design by operationalizing workflows and processes. Financial Planning Consultants will actively participate in defined focus areas aligned to business needs and advisor demand. Focus areas may include supporting Financial Planning Renewals, contributing to the onboarding of new planners and planning relationships, or assisting with services for our Premier Partners (top advisors). While Consultants may have a primary area of involvement, they are expected to collaborate across focus areas to support consistent advisor experiences, share best practices, and provide flexible coverage as business needs evolve.
The Key Responsibilities Include:
Primary support to Advisors on financial planning cases for moderate to affluent clients, acting as a proactive advice partner by translating client goals and values into actionable financial planning strategies and providing ongoing follow‑through to ensure advice is implemented, maintained, and progressed over time. Enable scalable, advice‑led growth by delivering high‑quality, cost‑effective paraplanning support through standardized workflows, allowing advisors to outsource plan development while increasing adoption of financial planning and freeing advisors to focus on client relationships. Provide support to Regional Directors with their caseloads during periods of high volume and working collaboratively on cases for affluent and high net worth clients. Responsible for maintaining the Consultation & Design Standard of Excellence as the quality of the plans they review and approve. Proactively follow-up with Advisors to ensure that they are efficiently moving through the financial planning process and following up on annual plan renewals. Coaching advisors on digital enablement strategies and embracing the mindset of a dynamic advice delivery model. Manage dedicated advisor relationships, including periodic conversations around plan pipeline prioritization, and 360-degree feedback sessions. Ensure an ease of doing business for advisors through proactive support and a continuous improvement mindset. Client data entry to various planning software including but not limited to eMoney, Right Capital, Money Guide, etc. as needed.
The Minimum Qualifications:
Bachelor's Degree 3+ years of experience working in the financial services 1+ years of financial planning experience including investment planning, retirement planning, estate planning, tax planning, and protection planning Series 7 license at time of application Series 63 or 66 at time of application or must obtain within 180 days of start
The Ideal Qualifications:
Experience in project management and coordinating relationships across multiple organizations Certified Financial Planner (CFP®) designation or a current candidate in the program, with the expectation to take the exam within 18 months of employment 1+ years of experience with eMoney or other financial planning software Real world knowledge of business and estate planning techniques and their applications to the affluent markets, and of products and services available throughout the industry Possess a solid understanding of life insurance and annuity products and the sales processes with the ability to simplify into readily understandable concepts for clients Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors in an accurate manner What to Expect as Part of MassMutual and the Team Regular meetings with the WM Advice & Financial Planning 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 #LI-JF1 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.
California residents:
For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page. 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.
Salary Range:
$84,100-$110,300 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 build 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. Paid Time Off In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health. Health & Well-Being In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being. Financial Well-Being In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution. Taking Care MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need. Giving Back MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually. Commuter Benefits MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.
