Job Description
Job Description
We’re looking for driven, client-focused professionals to join our growing team as Wealth Management Advisors. In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth.
Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape.
Key Responsibilities:
- Risk Management Strategies: Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage.
- Investment Planning: Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon.
- Holistic Financial Planning: Deliver advanced planning strategies including retirement and estate planning, tax-efficient solutions, business succession, and philanthropic planning.
Compensation:
$200,000 - $250,000 at plan per year
Responsibilities:
- Only considering applicants with a life and health insurance license at this time
- Develop and Maintain Client Relationships
- Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities
- Conduct Financial Planning and Investment Analysis
- Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations
- Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals
- Business Development and Prospecting
- Collaborate with Internal Specialists
- Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients
- Uphold Compliance and Fiduciary Standards
Qualifications:
- Bachelor's degree in finance or related field
- Life & Health Licensed
- SIE, Series 7, & 63. (Series 65 or 66 preferred)
About Company
MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.