Financial Planning Consultant

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 partner...