Senior Wealth Strategy Associate

Job description

MML Wealth Management is seeking a motivated and client-focused Senior Wealth Strategy Associate (SWSA) to join our growing practice. The SWSA will work closely with Financial Advisors to deliver comprehensive wealth management solutions, support the financial planning process, and enhance the client experience. This role is ideal for an individual with a strong financial planning and investment background who enjoys working directly with clients, developing sophisticated planning strategies, and building long-term relationships.

• Prepare and update client financial planning analyses and recommendations.
• Identify planning and investment opportunities and coordinate solutions with Financial Advisors
• Participate in prospect and client meetings alongside Financial Advisors.
• Present planning concepts, recommendations, and follow-up action items.
• Develop trusted relationships with clients and their families.
• Deliver exceptional client service and proactively address client needs.
• Assist with portfolio reviews and investment proposals.
• Conduct investment and market research.
• Support ongoing portfolio monitoring and maintenance.
• Collaborate with advisors on implementing investment recommendations.
• Help identify opportunities to deepen existing client relationships.