Investment AdvisorMassMutual Metro NY • Manalapan Township, NJ, US
Investment Advisor
MassMutual Metro NY • Manalapan Township, NJ, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations Develop Holistic Financial Plans Conduct Comprehensive Client Discovery Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions Present and Implement Insurance Solutions Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans Deliver Ongoing Advice and Plan Reviews Ensure Compliance and Fiduciary Integrity Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest Collaborate with Internal Specialists Bachelor's degree in finance or related field Life and Health License SIE, Series 7, Series 63 / 65 / 66, (CFP® not required but good to have)
Job Description
Job Description
We are seeking driven and client-focused individuals to join our team as Financial Planners . In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success.
As a Financial Planner, you will gain hands-on experience in :
- Protection Planning : Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability.
- Investment Strategies : Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines.
- Comprehensive Financial Planning : Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies.
Compensation :
$160,000 - $190,000 at plan
Responsibilities :
Qualifications :
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.
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Investment Advisor • Manalapan Township, NJ, US
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