Senior Financial Advisor

JobScore, Inc.; Warren Township (NJ); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Bonus structure

Incentives and recognition conferences

Job summary

MassMutual NJNYC is seeking a Senior Financial Advisor to deliver comprehensive financial planning, retirement planning, and wealth management services. Build a client base and provide personalized guidance while collaborating with clients to achieve financial goals.

This hybrid role offers potential for remote work and a transition opportunity with a bonus structure and incentives. The role emphasizes independent platform support, wholistic planning, and guidance for business owners and

Qualifications

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

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

Skills

Financial planning

Wealth management

Retirement planning

Client relationships

Analytical skills

Regulatory knowledge

Communication skills

Education

Bachelor's degree

Series 7 / Series 6 / SIE / CFP / CFA / CPA (certifications)

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.

#LI-MMNJNY1

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