Wealth Management Advisor

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. Ideal candidates will have the opportunity to build a financial services practice through personalized coaching and hands-on internship experience in the following areas: • Protection planning, including life, disability, and long-term care insurance • Delivering tailored investment solutions to clients • Providing comprehensive financial planning services Responsibilities: • 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) Compensation: $200,000 - $250,000 at plan per year • 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

Compensation: $200,000-$250,000 per year

#J-18808-Ljbffr