Job Description
Job Description
We are seeking driven and client-focused individuals to join our team as Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success.
As a Financial Planner, you will gain hands-on experience in:
- Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability.
- Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines.
- Comprehensive Financial Planning: Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies.
Compensation:
$180,000 - $210,000 at plan
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.