Job Description
Job Description
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
Compensation:
$180,000 - $210,000 per year
Responsibilities:
- Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations
- Develop Holistic Financial Plans
- Conduct Comprehensive Client Discovery
- Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions
- Present and Implement Insurance Solutions
- Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans
- Deliver Ongoing Advice and Plan Reviews
- Ensure Compliance and Fiduciary Integrity
- Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest
- Collaborate with Internal Specialists
Qualifications:
- Bachelor's degree in finance or related field
- Life and Health License
- SIE, Series 7, Series 63/65/66, (CFP not required but good to have)
About Company
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.