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
  
  

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.

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