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Client Portfolio Consultant

MassMutual

4

(1)

Springfield, MA

Why you should apply for a job to MassMutual:

  • 4/5 in overall job satisfaction
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • We take a holistic and flexible approach to compensation and benefits. We want to meet our employees’ needs at every stage of life.
  • Our commitment to DEI is a business imperative. We strive to create an environment that is equitable and inclusive.
  • We put policyowners at the center of everything we do, helping them to secure their futures and protect the ones they love.

    • #R16534

    Position summary

    es of our clients.

    The Impact

    • Helping create efficiencies and scale for an organization with meaningful growth potential

    • Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship

    • Monitoring client's investment portfolios to ensure aligned with investor's objectives as well as market conditions and outlook

    • Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.

    • Collaborating with the broader investment organization designed around solving real client problems

    • Contribute to the growth of the MassMutual Investment Management business. Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions

    The Minimum Qualifications

    • Bachelor's degree

    • 2+ years operational or service experience in the financial services industry

    • Series 66 and Series 7 at time of application or must obtain within 180 days of hire

    The Ideal Qualifications

    • 2+ years wealth management and/or client portfolio management experience

    • CFA, or progress towards becoming a CFA Charterholder or other industry designations

    • Series 66 and/or Series 7 at time of application

    • Exceptional analytical, problem solving, and communication skills

    What to Expect as Part of MassMutual and the Team

    • Regular meetings with the Advice & Client Solutions team

    • Focused one-on-one meetings with your manager

    • 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.
    EEO Statement (Opens in new window)
    MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment.

    Salary Range: $82,000.00-$107,600.00

    Why you should apply for a job to MassMutual:

  • 4/5 in overall job satisfaction
    • Ratings are based on anonymous reviews by Fairygodboss members.
  • We take a holistic and flexible approach to compensation and benefits. We want to meet our employees’ needs at every stage of life.
  • Our commitment to DEI is a business imperative. We strive to create an environment that is equitable and inclusive.
  • We put policyowners at the center of everything we do, helping them to secure their futures and protect the ones they love.