Wealth Advisor

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Active Series 7, Series 66, and Life, Accident & Health licenses
  • Minimum of 3 years of experience in wealth management or financial services
  • Demonstrated experience in financial planning and investment portfolio management
  • Proven ability to build trust and sustain long-term client relationships
  • Strong analytical mindset with sound judgment and a results-driven approach

Responsibilities

  • Manage and grow a client base of individuals and families
  • Deliver comprehensive financial planning and investment management
  • Collaborate with specialists across tax, legal, and estate disciplines
  • Provide integrated advice within a compliance-ready environment
  • Translate complex financial concepts for clients at any level

Benefits

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Disability insurance
Full Job Description
Job Description

Wealth Management Advisor

The Role

As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages. You'll have the freedom to run your practice the way you see fit-with the resources of a well-supported firm behind you.

What You'll Do

You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.

What You Bring

Required
• Active Series 7, Series 66, and Life, Accident & Health licenses
• Minimum of 3 years of experience in wealth management or financial services
• Demonstrated experience in financial planning and investment portfolio management

Skills & Attributes
• Proven ability to build trust and sustain long-term client relationships
• Strong analytical mindset with sound judgment and a results-driven approach
• Clear, confident communicator-able to translate complex financial concepts for clients at any level of financial sophistication
• Uncompromising commitment to integrity, ethical standards, and regulatory compliance

Compensation

We offer a competitive compensation structure designed to reward performance and recognize the value of an established practice:
• Competitive commission structure with performance-based bonuses
• Practice allowances to support your transition and ongoing operations
• Compensation structured to reflect the strength and scale of the book of business you bring

Benefits
• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

Ready to make a move?

If you've outgrown your current platform and are looking for the infrastructure, support, and collaborative environment to take your practice to the next level, we'd like to talk. Reach out to learn more about what a transition to our firm could look like for you.

**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.

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About Massachusetts Mutual Life Insurance Company (MassMutual)

Massachusetts Mutual Life Insurance Company (MassMutual) Careers

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Internship Programs

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Employee Benefits and Culture

Massachusetts Mutual Life Insurance Company (MassMutual) is committed to supporting its team members not only in their professional lives but also in their personal growth. The company offers comprehensive benefits designed to nurture the well-being of its employees and their families. The culture at Massachusetts Mutual Life Insurance Company (MassMutual) is built on a foundation of respect, integrity, and diversity, fostering an environment where everyone can thrive.

Professional Development and Growth

Career growth at Massachusetts Mutual Life Insurance Company (MassMutual) is propelled by continuous learning and development opportunities. The company invests in diversity training, leadership programs, and innovation workshops to ensure that every team member has the resources to advance their career. Employees are encouraged to expand their knowledge base and acquire new skills through various training and development programs.

Networking and Innovation

At Massachusetts Mutual Life Insurance Company (MassMutual), networking and innovation go hand in hand. Employees are encouraged to connect with colleagues and industry professionals, enhancing their career prospects and contributing to the company's leadership in the market. The collaborative environment ensures that innovative ideas are shared and celebrated.

Join the Massachusetts Mutual Life Insurance Company (MassMutual) Team

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Learn more about Massachusetts Mutual Life Insurance Company (MassMutual)

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