MassMutual Metro NY
Description
We are seeking driven, client-focused professionals to become part of our team as Financial Advisors. This position provides a pathway to develop your own advisory practice, supported by individualized mentorship, practical training, and ongoing coaching to help you succeed in offering meaningful financial guidance.
As a Financial Advisor, your key responsibilities will include:
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
•A required Bachelor's degree in business administration, finance, or a similarly related field.
•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired.
•A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary.
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.
•Self-motivated, excellent interpersonal skills.
We are seeking driven, client-focused professionals to become part of our team as Financial Advisors. This position provides a pathway to develop your own advisory practice, supported by individualized mentorship, practical training, and ongoing coaching to help you succeed in offering meaningful financial guidance.
As a Financial Advisor, your key responsibilities will include:
- Protection Planning: Assisting clients in safeguarding their futures by utilizing life, disability, and long-term care insurance strategies.
- Investment Solutions: Crafting and executing tailored investment plans that reflect each client's specific goals and risk profile.
- Comprehensive Financial Planning: Creating well-rounded financial strategies that encompass retirement planning, education funding, tax-efficient approaches, estate considerations, and beyond.
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
•A required Bachelor's degree in business administration, finance, or a similarly related field.
•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.
•Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired.
•A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary.
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus.
•Self-motivated, excellent interpersonal skills.