Wealth Management Advisory

MassMutual Metro NY

Manalapan, NJ

We are seeking highly motivated and relationship-driven professionals to join our team as Wealth Management Advisors. In this role, you’ll have the opportunity to build a sophisticated financial advisory practice focused on helping high-net-worth individuals and families grow, protect, and transfer wealth. Through personalized mentorship, access to advanced planning tools, and hands-on experience, you will develop expertise across all areas of wealth management. As a Wealth Management Advisor, your responsibilities will include: • Protection Planning: Guiding clients through risk management strategies, including life, disability, and long-term care insurance, to protect their assets and future. • Investment Advisory: Designing and implementing tailored investment portfolios and strategies that reflect each client’s financial goals, time horizon, and risk profile. • Comprehensive Wealth and Legacy Planning: Providing advanced financial planning solutions, including retirement and estate planning, tax optimization strategies, business succession planning, and charitable giving for your clients 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 on improving your practice • Weekly coaching and business development calls and trainings • 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 • Must be post-graduate • Life & Health license required. • SIE, Series 7, & 63. (Series 65 or 66 preferred) • Previous experience in Wealth Management or financial services is a plus 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 2025-08-19

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