Financial Advisor

MassMutual Metro NY

Manalapan, NJ

We are seeking driven, client-focused professionals to become part of our team as Financial Advisors. This position provides a pathway to develop your own advisory practice, supported by individualized mentorship, practical training, and ongoing coaching to help you succeed in offering meaningful financial guidance. As a Financial Advisor, your key responsibilities will include: • Protection Planning: Assisting clients in safeguarding their futures by utilizing life, disability, and long-term care insurance strategies. • Investment Solutions: Crafting and executing tailored investment plans that reflect each client’s specific goals and risk profile. • Comprehensive Financial Planning: Creating well-rounded financial strategies that encompass retirement planning, education funding, tax-efficient approaches, estate considerations, and beyond. Responsibilities: Comprehensive Financial Planning • Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies. • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning. Insurance-Based Solutions • Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care. • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans). • Write, place, and manage life insurance policies in alignment with compliance and suitability standards. Investment Advisory Services • Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products. • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies. • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning. Client Relationship Management • Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service. Collaboration and Case Development • Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions. Compliance • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Continuous Professional Development Qualifications: • A required Bachelor’s degree in business administration, finance, or a similarly related field. • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers. • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools is desired. • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary. • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus. • Self-motivated, excellent interpersonal skills. 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.

Posted 2025-07-30

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