Senior Wealth Advisor for High-Net-Worth Clients

JobScore, Inc.; Warren Township (NJ); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive commissions

Performance-based bonuses

Forgivable loan transition bonus

Open-architecture platform

Job summary

MassMutual NJ-NYC seeks an experienced Wealth Management Advisor focused on high-net-worth individuals and families. You will deliver sophisticated strategies using our platform to protect and grow client legacy, while expanding your business and client satisfaction.

You will leverage a strong support team and an open-architecture platform that preserves advisor independence, with a competitive commission structure and potential bonuses.

Qualifications

• Proven track record in financial advisory or private banking.
• Active FINRA Series 7 and 66 in good standing.
• State Life, Accident, and Health Insurance licenses.
• Strong interpersonal and communication skills.
• Experience with estate, tax and risk management.

Responsibilities

• Cultivate and maintain long-term client relationships through proactive communication and high-touch service.
• Develop and implement comprehensive, goal-based financial plans tailored to high-net-worth clients.
• Conduct regular portfolio reviews and rebalancing to align with risk tolerance and objectives.
• Collaborate with internal specialists and external partners for estate, tax, and risk management solutions.
• Execute strategic business development to expand AUM and community footprint.

Skills

Communication skills

Relationship management

FINRA licenses

Analytical ability

Financial planning software

High-net-worth experience

Education

CFP or ChFC

Bachelor's degree in finance

MBA in finance

Tools

CRM software

Job description

MassMutual NJ-NYC seeks an experienced Wealth Management Advisor focused on high-net-worth individuals and families. You will deliver sophisticated strategies using our platform to protect and grow client legacy, while expanding your business and client satisfaction.

You will leverage a strong support team and an open-architecture platform that preserves advisor independence, with a competitive commission structure and potential bonuses.