Investment Product Consultant

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Salary, USD
95,000 - 115,000/yr
Full Time
Opening date
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Archive Job Description

We’re looking for an experienced Investment Product Consultant to join our growing wealth management organization! You’ll be responsible for strategically growing an investment organization including building and managing client investment portfolios, managing client expectations, and working with them to achieve their investment objectives. The work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management. You’ll use your critical thinking skills to help us highlight other areas of improvement while helping to strategically push our evolution as an investment organization.

The Team

Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.

The Impact:

As an Investment Product Consultant, your responsibilities will include, but not be limited to the following:

  • Work directly with advisors in the field to help build their wealth management business. This may include activities related to:
  • Portfolio Construction
  • Product Selection
  • Portfolio Analysis
  • General Consulting
  • Deliver sales assistance to advisors: competitive analysis, product selection, and key talking points for sales pitch to the client.
  • Provide advisors with guidance on how to structure their wealth management practice.
  • Maintain a working knowledge of the different investment offerings available through MMLIS.
  • Interact with the broader investment organization designed around solving real client problems.
  • Contribute to the growth of the MassMutual Investment Management business

The Minimum Qualifications

  • Bachelor’s degree in business, economics, or finance.
  • 7+ years of investment or portfolio management experience.
  • CFA or actively working towards becoming a CFA.
  • Strong background in quantitative analysis and portfolio optimization.
  • Exceptional organizational, analytical, problem solving and communication skills.

The Ideal Qualifications

  • NASAA Series 66 and Series 7 are helpful

What to Expect as Part of MassMutual and the Team

  • Regular meetings with Wealth Management Investment Management
  • 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
  • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

About MassMutual

We’ve been around since 1851. During our history, we’ve helped millions of people find financial freedom, offer financial protection, and plan for the future.

Today, we continue to develop meaningful relationships with our customers by building their trust, being knowledge problem solvers and always prioritizing their needs. MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life.

MassMutual was recognized as an Ethisphere 2019 World’s Most Ethical Company, a Top Place to Work in 2019 according to The Boston Globe and named among America’s Best Employers for Diversity according to Forbes 2020. MassMutual ranks No. 84 on the Fortune 500 list of largest companies.

Salary Range: $95,000 – $115,000 ***Commensurate with experience



MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

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