Investment Advisor

MassMutual Metro New York; Manalapan Township (NJ); On-site; USD 160,000 - 190,000; Full time

Job summary

A leading financial services firm is seeking a motivated Financial Planner in Manalapan Township, NJ. This role offers the chance to build a practice focused on providing personalized financial solutions to clients. Key responsibilities include advising on protection planning, crafting investment strategies, and offering comprehensive financial guidance. Competitive compensation is available, with earnings potential of $160,000 - $190,000 at plan.

Qualifications

• Passion for helping others achieve financial security.
• Ability to develop personalized financial planning solutions.
• Strong analytical and problem-solving skills.

Responsibilities

• Advise clients on life, disability, and long-term care insurance.
• Create personalized investment solutions for clients.
• Provide comprehensive financial guidance, including retirement and education planning.

Skills

Client-focused approach

Knowledge of financial planning

Strong communication skills

Job description

Overview

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: $160,000 - $190,000 at plan

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales