Investment Advisor

Job Description

Job Description

We are seeking driven and client-focused individuals to join our team as Financial Planners . In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success.

As a Financial Planner, you will gain hands-on experience in:

• Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability.
• Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines.
• Comprehensive Financial Planning: Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies.

$160,000 - $190,000 at plan

• Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations
• Develop Holistic Financial Plans
• Conduct Comprehensive Client Discovery
• Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions
• Present and Implement Insurance Solutions
• Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans
• Deliver Ongoing Advice and Plan Reviews
• Ensure Compliance and Fiduciary Integrity
• Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest
• Collaborate with Internal Specialists

• Bachelor's degree in finance or related field
• Life and Health License
• SIE, Series 7, Series 63/65/66, (CFP not required but good to have)

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.