Wealth Management Associate

The Wealth Management Associate is responsible for supporting advisor growth across annuity, advisory,and emerging affluent client segments by providing internal wholesaling, planning strategy support, and casequalification. This role partners closely with Advisors, the Wealth Management team, the Case Design team,and Home O􀆯ice partners to promote consistent, planning-based advisory practices and the effective use ofapproved wealth management platforms and solutions across the agency.The position reports to the Director of Wealth Management, is classified as exempt, and is arecommended mid-level role within the agency’s wealth management support structure. The role isnon-client-facing and non-executional, with a focus on advisor enablement, escalation of higher-complexityopportunities, and advancement of the agency’s wealth management growth objectives.Advisor Strategy & Internal Wholesaling Serve as an internal wholesaling and strategy resource for advisors across experienceLevels, With Emphasis OnEarly to mid-tenure advisors expanding into advisory and planning-based practicesAdvisors moving from basic accumulation to more sophisticated retirement andaffluent conversationsResponsibilities IncludeLeading advisor conversations aroundPlanning-first client engagementAdvisory vs. transactional positioningInvestment strategy intent (not product-only discussions)Supporting advisor segmentation and prioritization of client opportunitiesAnnuity & Retirement Planning SupportPart of annuities and retirement-income positioning as a core planning component,IncludingFixed annuitiesFixed Indexed Annuities (FIAs)Variable Annuities (proprietary and non-proprietary)Support Advisors InIdentifying appropriate annuity use cases for:Income planningPrincipal protectionConservative growthPositioning annuities within a holistic financial plan, not as standalone productsAdvisory Platform & Basic Investment Design SupportSupport advisors in understanding and using MML Investors Services (MMLIS) advisory platforms, including:Advisory vs. brokerage frameworksBasic asset allocation conceptsModel-based and program-level advisory solutionsAccount types (taxable, qualified, retirement-focused)Provide Working Knowledge Of Advisory Fee Structures, IncludingHow fees are charged and disclosedHow to position fees in value-based conversationsWhen fee complexity, asset scale, or planning needs require escalationCollaboration & Advisor DevelopmentWork Closely WithDirector / Head of Wealth ManagementCase Design TeamInsurance specialistsNew Advisor DevelopmentProvide Support ThroughAdvisor onboarding sessionsStudy groups and training forumsOngoing Education Tied ToInvestment conceptsAnnuity strategiesPlanning conversationsContinuous development toward deeper investment and advisory expertiseQualificationsRequired FINRA licenses preferred: Series 6/63/65 or 7/66 3–7 years of experience in:Wealth managementAdvisor supportInternal wholesalingFinancial services sales or planning support Comfort leading advisor strategy conversations independentlyPreferred Experience supporting annuities and advisory platforms Exposure to basic financial planning tools and concepts Interest in progressing toward senior wealth strategy or leadership rolesKey CompetenciesStrong advisor-facing communication skillsAbility to translate investment concepts into practical guidanceSound judgment in case qualification and escalationOrganized, consultative, and process-orientedHigh integrity and compliance awarenessCollaborative and coachable mindset