Wealth Management Advisor Job at MassMutual Metro NY, New York, NY

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  • MassMutual Metro NY
  • New York, NY

Job Description

MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family. Ideal candidates will have the opportunity to build a financial services practice through personalized coaching and hands-on internship experience in the following areas:

  • Protection planning, including life, disability, and long-term care insurance
  • Delivering tailored investment solutions to clients
  • Providing comprehensive financial planning services
Responsibilities:
  • Develop and Maintain Client Relationships
  • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities
  • Conduct Financial Planning and Investment Analysis
  • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations
  • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals
  • Business Development and Prospecting
  • Collaborate with Internal Specialists
  • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients
  • Uphold Compliance and Fiduciary Standards
Qualifications:
  • Bachelor's degree in finance or related field
  • Life & Health Licensed
  • SIE, Series 7, & 63. (Series 65 or 66 preferred)
About Company: MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

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