Wealth Management Advisor

MassMutual Atlantic; Fairfax (VA); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k)

Health insurance

Hybrid work environment

Job summary

MassMutual Atlantic in Fairfax, VA seeks Wealth Management Advisors to help individuals, families, and business owners reach financial goals through protection, accumulation, and long‑term planning.

You will build client relationships, conduct needs analyses, present tailored strategies, educate on risk, retirement and wealth building, and grow your own practice through networking. Hybrid work with licensing support and mentorship, competitive pay with upside, benefits, and a clear career path.

Qualifications

• Bachelor’s degree preferred; not required
• Experience in financial services, sales, or consulting is a plus
• Interest in obtaining financial licenses (e.g., Series 6/7, Series 63/65, Life & Health)

Responsibilities

• Build and maintain relationships with individuals, families, and business owners
• Conduct financial needs analysis and present tailored strategies
• Educate clients on financial concepts including risk management, retirement, and wealth accumulation
• Develop and grow your own client base through networking, referrals, and outreach
• Collaborate with internal specialists on advanced planning strategies
• Participate in ongoing training, mentorship, and professional development

Skills

Relationship building

Strong communication

Self-motivated

Entrepreneurial mindset

Education

Bachelor's degree

Job description

We are seeking motivated, relationship-driven individuals to join our team as Wealth Management Advisors. This role is ideal for professionals who want to build a long-term career helping individuals, families, and business owners make informed financial decisions.

As a Wealth Management Advisor, you will work directly with clients to understand their financial goals and provide strategies around protection, accumulation, and long-term planning.

What You’ll Do

• Build and maintain relationships with individuals, families, and business owners
• Conduct financial needs analysis and present tailored strategies
• Educate clients on financial concepts including risk management, retirement, and wealth accumulation
• Develop and grow your own client base through networking, referrals, and outreach
• Collaborate with internal specialists on advanced planning strategies
• Participate in ongoing training, mentorship, and professional development

Who You Are

• Strong communicator with high emotional intelligence
• Self-motivated with an entrepreneurial mindset
• Coachable and open to structured training and feedback
• Comfortable building relationships and working with people
• Background in sales, business development, education, or client-facing roles is a plus

Preferred Qualifications

• Bachelor’s degree (preferred, not required)
• Prior experience in financial services, sales, or consulting is a plus
• Interest in obtaining financial licenses (e.g., Series 6/7, Series 63/65, Life & Health)
• Competitive compensation structure (performance-based with potential for significant upside)
• Training allowance / transition support available (based on experience)
• Access to mentorship from senior advisors and leadership
• Health, dental and retirement benefits (eligibility may vary)
• Flexible schedule and hybrid work environment

Training & Development

• Licensing support and study resources
• Ongoing professional development workshops
• Clear career path with leadership opportunities

Why Join Us

• Established brand and strong financial backing
• Collaborative, growth-focused culture
• Opportunity to build a business within a business
• Make a meaningful impact in clients’ lives

Pay: $75,000.00 - $100,000.00 per year

• 401(k)
• Health insurance

Work Location: Hybrid remote in Fairfax, VA 22033