Financial Planning Case Consultant

| Greater Boston Area

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 their support to Planners and Advisors with moderate to affluent clients. The Consultant will work proactively with the field and business partners alike, in driving results, plan implementation, and providing a client-centric experience.

Principal Responsibilities

  • Primary support to Planners and Advisors on Financial Planning cases for moderate to affluent clients who may be either individuals or small business owners.
  • Provide support to Senior Consultants with their caseloads, including cases for affluent and high net worth clients.
  • Review and approve fee based plans created by financial planners and financial planning infrastructure associates.
  • Responsibility for quality of advice for plans they review and approve.
  • Assist Financial Planners with basic to intermediate plan analysis, plan design and development of a client strategy to meet client goals.
  • 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 planners run more efficient and profitable planning practices
  • Client data entry to various planning software including but not limited to eMoney 360 Pro, Profiles, Plan Lab etc. as needed

Knowledge/Skills/Competencies Required:

  • 3+ years of experience working in the financial services industry planning areas including investment planning, retirement planning, estate planning, tax planning protection planning and business planning
  • Intermediate to advanced skill in using Microsoft Word
  • Series 7 license
  • Understanding of the legal and tax aspects of product implementation in the sales process
  • Series 66 license or attain within 180 days of start
  • Experience with eMoney or other financial planning Software 
  • Strategic thinker with the ability to simplify and communicate complex issues clearly both orally and in writing and present them in a sales oriented manner.
  • 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.
  • Team player
  • Ability to work in fast paced environment
  • Strong customer service and interpersonal skills
  • Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors and planners in an accurate manner
  • Bachelor’s degree
  • One Industry designation, CLU or ChFC, or equivalent or working towards CFP®
  • Comfortable using MS Office suite of products
Read Full Job Description

Technology we use

  • Engineering
  • Product
    • .NETLanguages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • RubyLanguages
    • ScalaLanguages
    • BashLanguages
    • GroovyLanguages
    • D3JSLibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • Redux SagaLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • PostgreSQLDatabases
    • SQLiteDatabases
    • TeradataDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • TealiumAnalytics
    • SnowplowAnalytics
    • LookerAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • Aha!Management
    • BasecampManagement
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement

Location

470 Atlantic Avenue, Boston, MA 02110

An Insider's view of MassMutual

How do you collaborate with other teams in the company?

As a Product Owner, I spend most of my time collaborating with others across different business units. On any given day, I could be spending time brainstorming design concepts of upcoming features with our design team or assisting them with presenting these concepts to outside users as part of our user testing process.

Ryan

Digital Product Owner

What makes someone successful on your team?

Successful people on my team are: passionate, curious, receptive, and engaged. Each team member is expected to be passionate about the work that they do, and the domains in which they practice. They are always solving unique problems and must be curious about finding new solutions.

David

Digital Lead

What’s the vibe like in the office?

We work in an open floor plan, so there is a lot of opportunity for networking across roles, teams and levels. Everyone is very friendly and welcomes the opportunity to get to know other people on the floor.

Kristina

Digital Product Manager

What are MassMutual Perks + Benefits

MassMutual Benefits Overview

At MassMutual, employees have the opportunity to earn a competitive salary and bonus, enroll in an
array of benefits, and participate in programs and services that support healthy lifestyles, assist them
in building financial security for themselves and their families and help them live well-balanced lives.

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
More Jobs at MassMutual74 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR
Legal
Marketing
Operations
Product
Project Mgmt
Content
Design + UX
new
Boston
Data + Analytics
new
Boston
Product
new
Boston
Content
new
Boston
Developer
new
Boston
Product
new
Boston
Developer
new
Boston
Project Mgmt
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Developer
new
Boston
Developer
new
Boston
Developer
new
Boston
Developer
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Developer
new
Boston
Finance
new
Boston
Content
new
Boston
Finance
new
Boston
Developer
new
Boston
Operations
new
Boston
Finance
new
Boston
Data + Analytics
new
Boston
Product
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Project Mgmt
new
Boston
Data + Analytics
new
Boston
Developer
new
Boston
Developer
new
Boston
Developer
new
Boston
Design + UX
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Project Mgmt
new
Boston
Operations
new
Boston
Data + Analytics
new
Boston
Design + UX
new
Boston
Data + Analytics
new
Boston
Developer
new
Boston
Data + Analytics
new
Boston
Marketing
new
Boston