Senior Financial Advisor - Hybrid Wealth & Retirement

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

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