MassMutual Metro NY
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:
Comprehensive Financial Planning
• Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies. • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning.
Insurance-Based Solutions
• Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care. • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans). • Write, place, and manage life insurance policies in alignment with compliance and suitability standards.
Investment Advisory Services
• Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products. • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies. • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning.
Client Relationship Management
• Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service.
Collaboration and Case Development
• Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions.
Compliance
• Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines.
Continuous Professional Development
• Pursue advanced designations (e.g., CFP, ChFC, CLU) to enhance client service and professional credibility. Qualifications: • Bachelor's degree in finance or related field • SIE, Series 6/7, Series 63/65 or Series 66 • Self-motivated • Excellent interpersonal skills Compensation: $120,000 - $150,000 yearly • Comprehensive Financial Planning • Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies. • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning.Insurance-Based Solutions • Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care. • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans). • Write, place, and manage life insurance policies in alignment with compliance and suitability standards.Investment Advisory Services • Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products. • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies. • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning.Client Relationship Management • Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service.Collaboration and Case Development • Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions.Compliance • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines.Continuous Professional Development • Pursue advanced designations (e.g., CFP, ChFC, CLU) to enhance client service and professional credibility.
Compensation: $120,000-$150,000 per year
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Comprehensive Financial Planning
• Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies. • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning.
Insurance-Based Solutions
• Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care. • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans). • Write, place, and manage life insurance policies in alignment with compliance and suitability standards.
Investment Advisory Services
• Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products. • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies. • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning.
Client Relationship Management
• Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service.
Collaboration and Case Development
• Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions.
Compliance
• Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines.
Continuous Professional Development
• Pursue advanced designations (e.g., CFP, ChFC, CLU) to enhance client service and professional credibility. Qualifications: • Bachelor's degree in finance or related field • SIE, Series 6/7, Series 63/65 or Series 66 • Self-motivated • Excellent interpersonal skills Compensation: $120,000 - $150,000 yearly • Comprehensive Financial Planning • Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies. • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning.Insurance-Based Solutions • Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care. • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans). • Write, place, and manage life insurance policies in alignment with compliance and suitability standards.Investment Advisory Services • Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products. • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies. • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning.Client Relationship Management • Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service.Collaboration and Case Development • Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions.Compliance • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines.Continuous Professional Development • Pursue advanced designations (e.g., CFP, ChFC, CLU) to enhance client service and professional credibility.
Compensation: $120,000-$150,000 per year
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