Hybrid Wealth Planner - Uncapped Earnings & Growth

MassMutual New Jersey-NYC; New Jersey; Hybrid; USD 100,000 - 180,000; Full time

Benefits offered by this job

Uncapped commissions

Incentives & bonuses

Broad product portfolio

Training & professional development

Hybrid work flexibility

Career advancement opportunities

Collaborative team environment

National conference opportunities

Job summary

MassMutual New Jersey–NYC in Warren, NJ is seeking an experienced Financial Services Professional to build meaningful client relationships and help families reach their financial goals through comprehensive planning, retirement strategies, and risk management.

You will grow your own practice, receive coaching, access a broad product portfolio, and work in a collaborative team with hybrid flexibility to support your growth and success.

Qualifications

• 2+ years of experience in financial services or advisory roles.
• Active Life & Health Insurance License required.
• Securities registrations such as Series 6, 7, 63, or 66 preferred, or willingness to obtain.
• Ability to build and maintain strong client relationships.
• Strong consultative sales, communication, and interpersonal skills.
• Self-motivated with an entrepreneurial mindset.
• Proven business development and networking capabilities.

Responsibilities

• Develop and maintain strong, long-term client relationships through comprehensive financial planning and ongoing service.
• Build and manage a book of business through referrals, networking, and business development.
• Provide customized strategies for retirement planning, wealth accumulation, investment planning, and risk management.
• Educate clients about insurance and financial products designed to help protect and strengthen their financial futures.
• Conduct regular client reviews and adjust financial strategies as clients’ goals and circumstances evolve.
• Stay informed about industry regulations, market trends, and financial planning best practices.
• Collaborate with team members and specialists to provide comprehensive client solutions.
• Maintain compliance with applicable regulatory requirements and company standards.

Skills

Consultative sales

Communication

Interpersonal skills

Self-motivation

Entrepreneurial mindset

Tools

Life & Health Insurance License

Series 6, 7, 63, or 66 licenses (preferred)

Job description

MassMutual New Jersey–NYC in Warren, NJ is seeking an experienced Financial Services Professional to build meaningful client relationships and help families reach their financial goals through comprehensive planning, retirement strategies, and risk management.

You will grow your own practice, receive coaching, access a broad product portfolio, and work in a collaborative team with hybrid flexibility to support your growth and success.