Senior Financial Advisor

MassMutual; New Jersey; Hybrid; USD 75,000 - 300,000; Full time

Job summary

An established industry player is seeking a Senior Financial Advisor to join their dynamic team in a hybrid role. This position focuses on wealth management and risk mitigation, providing you the opportunity to build a client base and deliver comprehensive financial planning services. You will collaborate with clients to understand their unique financial goals and develop customized strategies for success. With a supportive environment that encourages professional growth and management opportunities, this role is perfect for driven individuals looking to make a significant impact in the financial planning sector.

Qualifications

• Expertise in financial planning and wealth management is essential.
• Strong communication and analytical skills are required.
• Certifications in finance are a plus.

Responsibilities

• Build a client base and provide comprehensive financial planning services.
• Work closely with clients to develop tailored strategies for financial success.
• Maintain client relationships through effective outreach.

Skills

Wealth Management

Financial Planning

Retirement Planning

Investment Guidance

Analytical Skills

Communication Skills

Problem-Solving Skills

Client Relationship Management

Education

Bachelor's Degree

Tools

Series 7

Series 6

SIE

Life Insurance License

Accident Insurance License

CFP

CFA

CPA

Job description

4 weeks ago Be among the first 25 applicants

About The Company
MassMutual NJNYC is a financial planning firm with offices across the Tri State. We specialize in helping clients achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to holistic planning, special needs planning, helping business owners, and assisting families in developing life care plans that enhance their loved ones' quality of life.

About The Role
This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC. As an Advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. This position offers a hybrid work environment with opportunities for remote work. It is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences.

This opportunity is also suitable for individuals interested in pursuing a management path and helping junior advisors build their book of business.

Responsibilities

• Expertise in Financial Planning, Wealth Management, and Retirement Planning
• Strong background in Investments and Finance
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to build and maintain client relationships with effective outreach
• Knowledge of financial regulations and industry trends
• Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus
• Bachelor's degree or higher

Compensation: From $75,000 to $300,000 per year

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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