Private Wealth Consultant
Job in
Juneau, Juneau Borough, Alaska, 99812, USA
Listed on 2026-03-06
Listing for:
MassMutual
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Employer Industry: Financial Services
Why Consider this Job Opportunity- Salary up to $190,000
- Incentive and bonus opportunities included in compensation package
- Access to diverse networking opportunities through various Business Resource Groups
- Supportive and ethical work environment with a commitment to inclusivity
- Opportunity for career growth through regular training and development initiatives
- Collaborative team culture focused on delivering exceptional client outcomes
- Partner with financial advisors to design complex wealth strategies utilizing expertise in portfolio management and estate planning
- Act as a trusted resource during client interactions, providing tailored recommendations and support throughout the sales process
- Collaborate with specialists in wealth, tax, trust, and investment to create client‑centric solutions
- Develop marketing strategies and collateral to drive new business growth within the assigned territory
- Coordinate with various teams to ensure a smooth client onboarding experience
- 5+ years of consulting, portfolio, or sales experience in investment management and trust services
- Ability to travel 50% - 70% as required
- FINRA Series 7 and Series 63 required at the time of application or must obtain within 6 months of hire
- Previous sales experience through an intermediary or financial advisor channel
- Exceptional communication and presentation skills
- Extensive experience with complex investment, estate planning, and private client solutions for high-net-worth clients
- Relevant professional designations such as CFA, CIMA, CTFA, ChFC, or CFP
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