Advisor Transition Support Specialist

The Opportunity As a Wealth Management Transition Support Specialist, you will work in a fast-paced and collaborative environment focused on transitioning experienced advisors from their prior firms to MassMutual. In this role, you are responsible for providing dedicated onboarding and transition support to firm leadership and qualifying advisors. This support includes monitoring transitioning account submissions, providing dedicated support to experienced recruits and training staff on MML Investors Services (MMLIS) resources and tools. The Team The Wealth Management Transition Support Team provides concierge level support to top level advisors, and recruits that are joining the firm. The team is comprised of skilled individuals with seasoned experience within MMLIS that provide a high level of customer service to their dedicated advisor population. The Impact As a Wealth Management Transition Support Specialist your responsibilities will include, but not be limited to the following: ...