WizeHire, Inc
Wealth Management Advisory
WizeHire, Inc, Monmouth Heights at Manalapan, New Jersey, United States
Overview
MassMutual Metro NY • Manalapan Township, NJ, US Posted 2 months ago Description We are seeking highly motivated and relationship-driven professionals to join our team as
Wealth Management Advisors . In this role, you’ll have the opportunity to build a sophisticated financial advisory practice focused on helping high-net-worth individuals and families grow, protect, and transfer wealth. Through personalized mentorship, access to advanced planning tools, and hands-on experience, you will develop expertise across all areas of wealth management. Responsibilities
Protection Planning:
Guiding clients through risk management strategies, including life, disability, and long-term care insurance, to protect their assets and future. Investment Advisory:
Designing and implementing tailored investment portfolios and strategies that reflect each client’s financial goals, time horizon, and risk profile. Comprehensive Wealth and Legacy Planning:
Providing advanced financial planning solutions, including retirement and estate planning, tax optimization strategies, business succession planning, and charitable giving for your clients 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 on improving your practice Weekly coaching and business development calls and trainings 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 Must be post-graduate Life & Health license required. SIE, Series 7, & 63. (Series 65 or 66 preferred) Previous experience in Wealth Management or financial services is a plus Compensation
$200,000 - $230,000 at plan 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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MassMutual Metro NY • Manalapan Township, NJ, US Posted 2 months ago Description We are seeking highly motivated and relationship-driven professionals to join our team as
Wealth Management Advisors . In this role, you’ll have the opportunity to build a sophisticated financial advisory practice focused on helping high-net-worth individuals and families grow, protect, and transfer wealth. Through personalized mentorship, access to advanced planning tools, and hands-on experience, you will develop expertise across all areas of wealth management. Responsibilities
Protection Planning:
Guiding clients through risk management strategies, including life, disability, and long-term care insurance, to protect their assets and future. Investment Advisory:
Designing and implementing tailored investment portfolios and strategies that reflect each client’s financial goals, time horizon, and risk profile. Comprehensive Wealth and Legacy Planning:
Providing advanced financial planning solutions, including retirement and estate planning, tax optimization strategies, business succession planning, and charitable giving for your clients 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 on improving your practice Weekly coaching and business development calls and trainings 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 Must be post-graduate Life & Health license required. SIE, Series 7, & 63. (Series 65 or 66 preferred) Previous experience in Wealth Management or financial services is a plus Compensation
$200,000 - $230,000 at plan 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.
#J-18808-Ljbffr