5-7 years of experience in financial services or wealth management
Strong analytical and problem-solving skills
Proven communication and interpersonal skills
Ability to build lasting client relationships
Knowledge of financial regulations and market trends
Relevant certifications like CFA, CFP, Series 7, or CPA preferred
Bachelor's degree or higher in Finance or related field
Responsibilities
Develop comprehensive financial planning strategies for clients
Provide retirement planning and investment guidance
Analyze client financial goals and tailor solutions accordingly
Build and maintain a robust client base through outreach efforts
Stay updated on financial regulations and industry developments
Collaborate with junior advisors to enhance team performance
Participate in client acquisition initiatives
Benefits
Flexible hybrid work structure with remote options
Opportunity for performance bonuses and incentives
Participation in recognition conferences and events
Full Job Description
Job Description
About the Role
This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC. As an Advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. This is a fully Hybrid role with opportunity for remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences.
#LI-MMNJNY1
This opportunity is also applicable for someone who wants to pursue a management path and wants to help other junior advisors build their book of business.
Responsibilities
Expertise in Financial Planning, Wealth Management, and Retirement Planning
Strong background in Investments and Finance
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Ability to build and maintain client relationships with effective client acquisition outreach
Knowledge of financial regulations and industry trends
Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus
Bachelor's degree or higher
About Massachusetts Mutual Life Insurance Company (MassMutual)
Massachusetts Mutual Life Insurance Company (MassMutual) Careers
Joining the team at Massachusetts Mutual Life Insurance Company (MassMutual) offers more than just a job; it opens the door to a world of job opportunities where professional growth and personal development are encouraged and nurtured. Massachusetts Mutual Life Insurance Company (MassMutual) stands as a beacon of innovation, leadership, and diversity in the insurance industry.
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