MassMutual Metro New York
Senior Financial Advisor
MassMutual Metro New York, Monmouth Heights at Manalapan, New Jersey, United States
We are actively seeking established, client-focused financial professionals to join our advisory team. This is a unique opportunity to grow or transition your existing advisory practice within a supportive, entreprising environment. Our firm offers strategic coaching, mentorship, and access to leading platforms to help you deepen client relationships and expand your book of business.
Responsibilities
Deliver Personalized Planning: Provide clients with tailored financial guidance that addresses their goals across wealth accumulation, income distribution, risk management, and estate planning.
Develop Investment Strategies: Construct and manage portfolios in alignment with client objectives, risk tolerance, and time horizon, using a robust suite of advisory tools and platforms.
Provide Protection Planning: Recommend life, disability, and long-term care strategies that align with broader financial objectives and mitigate financial risk for clients and their families.
Compensation $140,000 - $170,000 at plan
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Responsibilities
Deliver Personalized Planning: Provide clients with tailored financial guidance that addresses their goals across wealth accumulation, income distribution, risk management, and estate planning.
Develop Investment Strategies: Construct and manage portfolios in alignment with client objectives, risk tolerance, and time horizon, using a robust suite of advisory tools and platforms.
Provide Protection Planning: Recommend life, disability, and long-term care strategies that align with broader financial objectives and mitigate financial risk for clients and their families.
Compensation $140,000 - $170,000 at plan
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