Current jobs related to Financial Advisory Regional Specialist - Springfield, Massachusetts - Massachusetts Mutual Life Insurance Company

  • Financial Services Specialist

    2 weeks ago

    Springfield, Massachusetts, United States Creative Financial Staffing Full time

    Financial Services Specialist OpportunityCreative Financial Staffing is seeking a highly skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing financial support to our clients, including preparing financial statements, managing cash flow, and analyzing financial data.Key...

  • Financial Operations Specialist

    2 weeks ago

    Springfield, Massachusetts, United States Creative Financial Staffing Full time

    Our client in Springfield, MA is seeking a highly skilled Financial Operations Specialist to join their finance team. As a Financial Operations Specialist, you will be responsible for maintaining financial records, assisting with reconciliations, and supporting month-end close processes. This role is ideal for someone with a strong attention to detail and a...

  • Compliance Specialist

    1 week ago

    Springfield, Massachusetts, United States MassMutual Financial Group Full time

    Job SummaryWe are seeking a highly skilled Compliance Consultant to join our Investment Advisory and Financial Planning Compliance team at MassMutual Financial Group.The successful candidate will be responsible for assessing our compliance with investment advisory and broker-dealer requirements, identifying new conflicts, and proposing mitigations.As a...

  • Financial Operations Manager

    4 weeks ago

    Springfield, Massachusetts, United States Creative Financial Staffing Full time

    Accounting Department Lead OpportunityA well-established client is seeking a dynamic Accounting Department Lead to oversee their financial operations. If you're an experienced financial professional with a passion for leadership and process improvement, this is an excellent opportunity to take your career to the next level.Why Choose This Role?Lead a...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Springfield, Massachusetts, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionJob Summary:Merrill Financial Solutions Advisors work with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, and preparing investment recommendations that align with their goals.Key Responsibilities:Leverage technology to achieve business growth goalsProfile...

  • Financial Operations Specialist

    4 days ago

    Springfield, Massachusetts, United States Civility Home Care Full time

    The Financial Operations Specialist at Civility Home Care plays a vital role in ensuring the accuracy and efficiency of our organization's financial and administrative services. This position is responsible for providing support in data entry, accounts receivable and payable, bank reconciliations, and other assigned tasks. The ideal candidate will possess...

  • Financial Systems Transformation Specialist

    2 weeks ago

    Springfield, Massachusetts, United States Axelon Full time

    Job Title: Financial Systems Transformation SpecialistJoin Axelon's team as a Financial Systems Transformation Specialist and play a key role in the implementation of the SAP S/4HANA platform. This is a hybrid position that requires a unique blend of technical and business skills.About the RoleThe Corporate Function Program Management Office (CFPMO) is...

  • Financial Systems Transformation Specialist

    1 week ago

    Springfield, Massachusetts, United States Axelon Full time

    Job Title: Financial Systems Transformation SpecialistAbout the Role:The Corporate Function Program Management Office (CFPMO) is seeking an experienced Change Management Learning Consultant to lead the planning and execution of the learning plan for the Financial Accounting Systems Transformation (FAST) program. You will be responsible for leading the...

  • Regional Operations Manager

    1 month ago

    Springfield, Massachusetts, United States GardaWorld Full time

    Job SummaryWe are seeking a highly experienced and skilled Regional Operations Manager to join our team at GardaWorld. As a key member of our leadership team, you will be responsible for driving multi-site profitability and quality within established sub-regions.Key ResponsibilitiesProvide daily leadership, coaching, and feedback to direct reports, including...

  • Regional Operations Manager

    2 weeks ago

    Springfield, Massachusetts, United States Innovative Renal Care Full time

    Job Title: Regional Operations ManagerThe Regional Operations Manager plays a critical role in leading and managing multiple dialysis facilities within a given region. This position is responsible for overseeing the operational and financial management of these facilities, ensuring the provision of high-quality patient care. The successful candidate will...

  • Compliance Specialist

    2 weeks ago

    Springfield, Massachusetts, United States MassMutual Full time

    Compliance ConsultantJoin MassMutual's dynamic and collaborative Investment Advisory and Financial Planning Compliance team as a Compliance Consultant. As a key member of this team, you will play a vital role in ensuring the company's compliance with investment advisory and broker-dealer requirements.Key Responsibilities:Collaborate with senior leaders to...

  • Chief Financial Officer

    2 weeks ago

    Springfield, Massachusetts, United States Community Health Programs Full time

    About the OrganizationCommunity Health Programs is a leading healthcare provider in the Berkshire region, dedicated to delivering high-quality care and services to patients of all ages.Our organization is committed to fostering a collaborative environment, where our talented team members can thrive and make a meaningful impact in the lives of our patients...

  • Compliance Specialist

    2 weeks ago

    Springfield, Massachusetts, United States MassMutual Full time

    Job Title: Compliance ConsultantAbout the Role:We are seeking a highly skilled Compliance Consultant to join our Investment Advisory and Financial Planning Compliance team. As a key member of our team, you will be responsible for assessing our compliance with investment advisory and broker-dealer requirements.Key Responsibilities:Manage our conflicts...

  • Regional Class A Driver

    2 weeks ago

    Springfield, Massachusetts, United States DLM Pro Full time

    Unlock Your Earning PotentialWe're offering a unique opportunity for a Regional Class A Driver to join our team at DLM Professional. If you're tired of low pay and excuses, we've got a solution for you.Our Regional Class A Driver position offers a competitive weekly earnings potential of up to $1600. That's right, you could be earning a significant income...

  • Senior Financial Analyst

    3 days ago

    Springfield, Massachusetts, United States Jobot Full time

    Unlock Your Potential as a Financial Services SpecialistAre you a seasoned accounting professional looking for a new challenge? Look no further! Our growing CPA firm in the Springfield area is seeking an experienced Accountant to join our team. With a competitive salary, excellent benefits, and a flexible schedule, this is an exciting opportunity to take...

  • Financial Operations Specialist

    1 month ago

    Springfield, Massachusetts, United States Civility Home Care Full time

    Job SummaryCivility Home Care is seeking a highly organized and detail-oriented Financial Clerk to provide administrative support to our organization. The ideal candidate will have excellent communication skills and be able to work independently and within a team.Key ResponsibilitiesMaintain accurate and up-to-date financial recordsProcess financial...

  • Financial Operations Specialist

    2 weeks ago

    Springfield, Massachusetts, United States Market Mentors Full time

    Job OpportunityMarket Mentors is seeking a detail-oriented and self-motivated individual to join our team as a Financial Administrator. This is a multifaceted role that involves bookkeeping and administration, requiring strong accounting skills and proficiency in financial software.Key Responsibilities:Manage accounts payable and accounts receivableProcess...

  • Financial Services Specialist

    2 weeks ago

    Springfield, Massachusetts, United States Bankers Life Full time

    Unlock Your Earning Potential with Bankers LifeAs a Financial Services Professional with Bankers Life, you'll have the opportunity to build a successful career in the financial services industry. Our award-winning training program will equip you with the knowledge and skills you need to succeed, and our hybrid experience model allows you to work in-office or...

  • Accounts Payable Clerk

    3 weeks ago

    Springfield, Massachusetts, United States Creative Financial Staffing Full time

    Accounts Payable SpecialistCreative Financial Staffing is seeking an experienced Accounts Payable Specialist to join our client's team in Springfield, MA.About the CompanyOur client is a family-owned business with over 100 years of history. They value integrity and commitment to their employees, offering a unique work environment that fosters growth and...

  • Regional Class A Driver

    4 weeks ago

    Springfield, Massachusetts, United States DLM Pro Full time

    Job OpportunityWe are seeking a skilled Regional Class A Driver to join our team at DLM Pro. This is a no-touch freight position that offers a financially rewarding opportunity for drivers who enjoy this type of work.Key Benefits$83,000 average annual salary$1,600 average weekly payMinimum of 34-hour resetNo Touch FreightDedicated AccountNight...

Financial Advisory Regional Specialist

2 months ago

Springfield, Massachusetts, United States Massachusetts Mutual Life Insurance Company Full time
The Opportunity

As a Financial Planning Regional Consultant, your primary responsibility will be to cultivate, enhance, and solidify connections with both new and established Financial Advisors, Financial Planners, Financial Planning Directors, and their Support Staff.

The Impact

Collaborating closely with the Regional Director in the assigned territory (Central West), you will articulate MassMutual's financial planning methodology and our strategic vision to foster growth and success through comprehensive financial advice. Your role will assist Financial Advisors in generating an additional revenue stream and ensuring their clients meet their financial objectives through suitable product implementation.

Key Responsibilities Include:
  • Engaging in proactive daily outreach within your designated region to develop, sustain, and deepen relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff.
  • Collaborating directly with Advisors in your region to integrate financial planning into their practices.
  • Enhancing product implementation rates and productivity through structured planning and sales frameworks, coordinating with other product lines and partners.
  • Expanding financial planning initiatives in the designated region through client acquisition strategies and coaching advisors on key marketing activities.
  • Facilitating and conducting virtual training sessions, role plays, and coaching programs.
  • Establishing long-term, fee-based financial planning practices centered on client experience.
The Minimum Qualifications
  • Bachelor's degree.
  • Series 6 or 7 required at the time of application.
  • Series 63, 65, or 66 at the time of application or must be obtained within the first year.
  • 3+ years of experience in the Financial Services industry/Financial Planning/Internal Wholesaler or Financial Advisor.
  • 3+ years of experience in influencing advisors through both long-term relationship building and short-term analytical work.
  • 3+ years of experience in data gathering, case analysis, and strategy implementation, as well as ongoing planning through a service model.
  • 3+ years of experience with some form of fee-based management.
  • Required Travel: 0 - 15% within the designated territory.
The Ideal Qualifications
  • Advanced Degree.
  • Industry designations (i.e., CFP, CLU, CHFC) or currently in progress.
What to Expect as Part of MassMutual and the Team
  • Regular meetings with the Advice & Financial Planning Team.
  • Focused one-on-one meetings with your manager.
  • Access to mentorship opportunities.
  • Networking opportunities including access to diverse Business Resource Groups.
  • Access to learning content on various informational platforms.
  • Your ethics and integrity will be valued by a company with a strong commitment to ethical practices, offering industry-leading pay and benefits.
Salary Range:
$76,200.00-$100,000.00

At MassMutual, we emphasize equitable compensation by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or, in a sales-focused role, a Variable Incentive Compensation component.

Why Join Us?

Since our inception in 1851, we have prioritized our customers' needs. To meet and exceed their expectations, we must have the best talent delivering exceptional thinking, products, and services. We celebrate an inclusive, vibrant, and diverse culture that fosters growth, openness, and opportunities for everyone. A career with MassMutual means being part of a strong, stable, and ethical organization with industry-leading pay and benefits, where your voice is always valued.

We are dedicated to helping individuals secure their futures and protect their loved ones. As a company owned by our policyholders, we are defined by mutuality and our commitment to putting customers first. This is more than just our structure; it is our way of life. We are a company of people protecting people. Our existence relies on the willingness of individuals to share risks and resources, supporting one another when it matters most. At MassMutual, we Live Mutual.

MassMutual is an Equal Employment Opportunity employer. We welcome all individuals to apply. If you require accommodation to complete the application process, please contact us and share the specifics of the assistance you need.