Job Description
Job Description
We are looking for motivated, client-oriented individuals to join our team as Financial Advisors. This role offers the opportunity to build a financial advisory practice with the support of personalized coaching, mentorship, and hands-on experience in delivering impactful financial guidance.
As a Financial Advisor, your responsibilities will include:
- Protection Planning: Helping clients prepare for life’s uncertainties through the strategic use of life, disability, and long-term care insurance products.
- Investment Solutions: Designing and implementing customized investment strategies that align with each client’s unique financial objectives and risk tolerance.
- Holistic Financial Planning: Delivering comprehensive financial plans that address retirement, education savings, tax planning, estate strategies, and more.
Compensation:
$140,000 - $170,000 at plan
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
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.