Financial Planning Case Consultant

2 months ago

Boston, United States MassMutual Full time

The Opportunity The role of the

Financial Planning Case 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 Case 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 the CCU service model by operationalizing workflows and processes. The Key Responsibilities Include: Primary support to Advisors on Financial Planning cases for moderate to affluent clients who may be either individuals or small business owners. This includes identifying financial planning opportunities and providing effective strategies to address those opportunities while aligning them to client goals and values. Provide support to Senior Consultants with their caseloads during periods of high volume and working collaboratively on occasional cases for affluent and high net worth clients. Responsible for maintaining the CCU 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 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 all CCU Advisors through proactive support and a continuous improvement mindset. Embrace the MassMutual Way in support of a comprehensive, consultative approach to client service. Develop strong knowledge regarding core company products and services and be proficient in influencing implementation of plans. Focus on helping advisors run more efficient and profitable planning practices. Client data entry to various planning software including but not limited to eMoney, Right Capital, Money Guide, etc. as needed. The Minimum Qualifications 3+ years’ experience working in the financial services industry 1+ years of financial planning experience including investment planning, retirement planning, estate planning, tax planning, and protection planning Series 7 license at the time of application Series 63 or equivalent license or attain within 180 days of start Bachelor's Degree 1+ years' experience with eMoney or other financial planning software The Ideal Qualifications 2+ years experience as a Financial Advisor Certified Financial Planner (CFP) designation or a current candidate in the program, with the expectation to take the exam within 18 months of employment. Experience in project management and coordinating relationships across multiple organizations. 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 Case Consulting Unit 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

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