Senior Financial Advisor

MassMutual New Jersey-NYC; New Jersey; Hybrid; USD 75,000 - 120,000; Full time

Job summary

A financial planning firm is seeking a Senior Financial Advisor to provide expert financial planning services in a hybrid role based in New Jersey. The successful candidate will focus on building a client base, delivering tailored retirement and wealth management strategies. This position also offers a pathway to management opportunities and encourages junior advisors to develop their business. Relevant certifications in finance will enhance your candidacy, as will a solid educational background.

Qualifications

• Expertise in financial planning and wealth management.
• Background in investments and finance is required.
• Excellent analytical and problem-solving skills are necessary.
• Strong communication and interpersonal abilities are essential.
• Ability to build client relationships through outreach and acquisition is crucial.

Responsibilities

• Establish and manage a client base.
• Provide comprehensive retirement and investment planning services.
• Develop tailored financial strategies for clients.
• Stay updated with financial regulations and industry trends.

Skills

Financial Planning

Wealth Management

Retirement Planning

Investments and Finance

Analytical skills

Communication skills

Interpersonal skills

Client relationship management

Education

Bachelor's degree or higher

Tools

Financial regulations knowledge

Job description

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 wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's 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 is a fully Hybrid role with opportunity for remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences.

This opportunity is also applicable for someone who wants to pursue a management path and wants to help other 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 client acquisition 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