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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
  • Series 66 license or attain within 180 days of start
  • Understanding of the legal and tax aspects of product implementation in the sales process
  • 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
    • RLanguages
    • 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

We currently have Boston office locations at both 470 Atlantic Ave and One Marina Park.

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.

Culture
Volunteer in local community
Every action supporting a common cause is meaningful, and our employees make a difference in their own communities through our Matching Gift, Matching Time and Volunteer Time Off Programs.
Partners with Nonprofits
Every year, MassMutual and the MassMutual Foundation invest more than $20 million focused on advancing economic opportunity.
Intracompany committees
Daily stand up
Team owned deliverables
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
More than half of our Board of Directors are comprised of women and people of color, making it one of the most diverse groups in the industry.
Unconscious bias training
Diversity manifesto
Someone's primary function is managing the company's diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
A health care flexible spending account (FSA) allows employees to save money on a before-tax basis for eligible medical, dental and vision expenses, subject to IRS limits.
Disability Insurance
For details on short term and long term disability insurance please visit https://www.massmutual.com/-/media/files/employee_benefits.pdf
Dental Benefits
Basic Dental covers preventive and basic restorative care; Major Dental covers all that Basic covers, plus restorations and orthodontia (limits apply).
Vision Benefits
Health Insurance Benefits
To learn more about our Health and Welfare Benefits please visit: https://www.massmutual.com/-/media/files/employee_benefits.pdf
Life Insurance
For more information about our Life Insurance Benefits please visit: https://www.massmutual.com/-/media/files/employee_benefits.pdf
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
In addition to our 401(k), MassMutual a cash balance plan that provides an account-based pension benefit based on accruals of pay credits and interest credits.
401(K) Matching
Performance Bonus
Match charitable contributions
Every action supporting a common cause is meaningful, and our employees make a difference in their own communities through our Matching Gift and Matching Time Programs.
Child Care & Parental Leave Benefits
Child Care Benefits
Dependent care flexible spending account to allow you to set aside before tax dollars to pay for certain eligible child care expenses.
Generous Parental Leave
Leave for birth mothers of 18 weeks of fully paid leave. Non-birth mothers, fathers and adoptive parents eight weeks of fully paid parental leave.
Flexible Work Schedule
Flexible work arrangements, including telecommuting, are available in many departments across the company.
Family Medical Leave
Caregiver leave: Up to two weeks paid leave to care for a loved one. Bereavement Leave: 15 days of paid time off to grieve the loss of a loved one with the employee defining who the loved one is.
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid holidays: 9 fixed and 1 floating. Vacation: starts at 19 vacation and personal days per calendar year, with increases at 5-year service intervals.
Paid Volunteer Time
Three days of paid time off is available to employees annually to give back to their communities, by sharing their time and talent with a cause close to their heart.
Paid Holidays
Paid Sick Days
Occasional illness: up to 5 days per calendar year.
Perks & Discounts
Casual Dress
Commuter Benefits
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Lunch and learns
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

To learn more about our comprehensive benefits please visit: https://www.massmutual.com/-/media/files/employee_benefits.pdf

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