Financial Planning Consultant

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.

About the Role

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.

Primary Responsibilities

• 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.
• Maintain 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.
• Coach advisors on digital enablement strategies and embrace 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.

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
• 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

Benefits

At MassMutual, you can expect:

• Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
• A collaborative environment where perspectives are welcomed
• Access to learning, development, and internal networks that support continuous growth and skill-building over time
• Employee-led communities and forums that foster connection, learning, and inclusion across the organization
• A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset

Pay

Details about pay are not specified in the job posting.

Schedule

Details about the schedule are not specified in the job posting.