Financial Services Advisor

MassMutual; Orlando (FL); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Paid maternity leave

Pension plan

Subsidized benefits

Career-long training

Marketing support

Technology platform access

Job summary

A leading company in financial services is seeking a Financial Advisor in South Florida. This role involves engaging clients, creating financial plans, and ensuring their financial peace of mind. The position offers a supportive environment with entrepreneurial freedom and structured mentorship, aimed at helping professionals build successful practices.

Qualifications

• Strong sales and client service background preferred.
• Must be licensed or able to obtain necessary licenses.

Responsibilities

• Engage new prospects through networking and firm-generated leads.
• Create personalized financial plans for clients.
• Guide clients in investment and retirement strategies.

Skills

Interpersonal skills

Sales experience

Entrepreneurial spirit

Education

Active Florida 2-15 Life & Health License

FINRA Series 7 & 66 preferred

Job description

3 days ago Be among the first 25 applicants

This range is provided by MassMutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $100,000.00/yr

Additional compensation types

Commission

Direct message the job poster from MassMutual

Financial Advisor – Build Your Practice with Coastal Wealth

Location: South Florida

Job Type: Full-time | Remote/Hybrid Flexibility

Compensation: Commission based

Schedule: Monday to Friday (No weekends)

Elevate Your Career – Backed by Support that Drives Results

In today’s financial services world, many advisors are left to build their practice with minimal support, limited marketing resources, and restricted product access. At Coastal Wealth, we offer a better path — one that combines entrepreneurial freedom with structured support and proven systems.

Whether you’re an experienced advisor ready to scale with the right partner, or a career changer looking to build something meaningful, we’ll equip you with everything you need to succeed.

What Sets Coastal Wealth Apart?

• Launch with Momentum – Access qualified leads from day one to accelerate client acquisition.
• Independent Product Access – Represent many of the industry’s top insurance and investment companies, not just one.
• Robust Marketing Tools – Leverage firm-backed campaigns, community workshops, digital prospecting tools, and more.
• Advisor-Centered Culture – We’re focused on helping you grow your practice — not just fill quotas.
• Expert Mentorship – Collaborate with successful advisors and gain real-time support through joint work and weekly development sessions.

Who We’re Looking For

Experienced Advisors:

If you’re currently at a firm where you're expected to self-prospect with little marketing support, or where you're limited to a narrow product shelf, it’s time to find a better fit. At Coastal Wealth, you’ll have the autonomy to grow your business with access to a full suite of solutions and structured advisor support.

You bring real-world experience and drive. We provide warm leads, proven systems, and mentorship — while helping you grow organically through your personal network and local community.

Ideal Qualifications

• Active Florida 2-15 Life & Health License (or ability to obtain)
• FINRA Series 7 & 66 preferred (sponsorship available)
• Excellent interpersonal skills and a relationship-first mindset
• Prior success in sales, teaching, real estate, healthcare, or client service is a plus
• Entrepreneurial spirit with a desire to build your own business

Responsibilities

• Engage new prospects through firm-generated leads, referrals, and community networking
• Help individuals and business owners create personalized financial plans
• Guide clients through investment, insurance, and retirement strategies
• Continue your development through training, mentorship, and joint appointments
• $70,000–$100,000
• Subsidized benefits available (medical, dental, life, and disability)
• Thrift and pension plan access
• Career-long training, marketing support, and technology platform
• Hybrid flexibility and entrepreneurial ownership

About Coastal Wealth

Coastal Wealth, a MassMutual firm, empowers financial professionals to grow thriving practices while helping clients achieve financial peace of mind. We value integrity, independence, and community — and we’re here to help you build a business that reflects your values.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at MassMutual by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Paid maternity leave

Pension plan

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