Advisor Loan Consultant

MassMutual; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

MassMutual invites an Advisor Loan Consultant to collaborate with the Head of MMLIS Advisor Loans & Transitions, building practice assessment capabilities and detailed loan analyses for recruits and acquisitions. You’ll work with partners across MassMutual to deliver insights that influence strategy and decision making.

The role emphasizes data-driven storytelling, KPI development, and material creation for governance and recruitment processes, with strong emphasis on accuracy and collaboration.

Qualifications

• 4+ years in a client-facing role within financial services.
• 3+ years' experience working with Microsoft Excel.
• 1+ years cross-functional collaboration with field partners (agents, advisors, RIAs, BDs).
• High School Diploma.
• Pass fingerprint background check per FINRA requirements.

Responsibilities

• Develop practice assessment capabilities and financial analyses.
• Coordinate reports and analyses across home office partners.
• Create detailed reports for recruit deal generation and candidate evaluation.
• Interpret loan profitability into actionable insights for rapid decisions.
• Identify and monitor key performance indicators for analysis.
• Develop presentation materials and collateral for Advisor Loan programs.
• Provide guidance to data users and support system enhancements testing.

Skills

Client-facing analytics

Strategy consulting

Financial analysis

Education

High School Diploma

Tools

Tableau

SAS

Excel VBA

Excel

Job description

The Opportunity

As an Advisor Loan Consultant, you will work directly with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities for both EXP GDC Wealth Recruits and Practice Acquisition candidates. This will include detailed financial assessments, loan structures and break evens, sensitivity analysis and coordination of these efforts across the necessary home office partners.

The Team

At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future.

MMLIS Advisor Loans & Transitions is a newly formed team within the Wealth Management Business Development and Financial Planning organization of MassMutual. The team consists of Business Transition Consultants, Deal Analysts, and Wealth Management Transition Support. This is a dynamic and innovative team with significant experience in the Wealth Management space that focuses on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management. In addition to your immediate team, you will work closely with many organizations across MassMutual, including Recruiting, Operations, and our product areas.

The Impact:

Align with the Head of MMLIS Advisor Loans & Transitions on:

• Responsible for analysis, reporting and problem solving as it relates to all advisor loan programs administered through MMLIS.
• Produces detailed reports and report summaries through the recruit deal generation process to allow for informed decision making on each candidate. With general guidance responsible for the collection, organization, analysis, and dissemination of significant amounts of information with attention to detail and accuracy.
• Interpret loan profitability requirements into meaningful insights to allow for rapid decision making.
• Identification/development of key performance indicators applicable to analysis.
• Profile, categorize, and analyze quality of data. Derive meaningful insights through visualizations for the governance team.
• Develop presentation materials, and meeting collateral for Advisor Loan programs.
• Consult while providing directional guidance to data users.
• Perform reporting and system testing related to system enhancements in scheduled timeframes.

The Minimum Qualifications

• 4+ years’experience in a client‑facing role within financial services (e.g., wealth management, financial planning, private banking, or investment solutions)
• 3+ years' experience working with Microsoft Excel
• 1+ years of experience working cross‑functionally with field partners (career agents, financial advisors, RIAs, BDs, or general agencies), with a focus on relationship management
• High School Diploma
• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

• Experience in client-facing analytics, strategy consulting, or financial analysis
• Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement.
• Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards.
• Ability to present simple and compelling stories to audiences of all levels.
• Excellent written and verbal communication skills
• Tableau and/or SASsoftware experience
• Excel VBA experience

What to Expect as Part of MassMutual and the Team

• Regular meetings with the MMLIS Advisor Loans & Transitions Team
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.