MassMutual Metro New York · 2 weeks ago
Experienced 5-7 Year Independent Financial Advisor
Northeast, NY
Full-time
Hybrid
Senior Level
5+ years expMassMutual Metro New York helps clients provide tailored financial strategies designed to align with individual, family, and business goals. The Experienced Independent Financial Advisor role involves assisting clients in developing and implementing financial strategies, managing investment portfolios, and creating retirement and financial plans.
Financial ServicesHealth CareLife InsuranceRetirement
Responsibilities
Assisting clients in developing and implementing financial strategies
Managing investment portfolios
Creating retirement and financial plans to align with personal and professional goals
Conducting financial assessments
Providing advisory services
Educating clients about investment opportunities
Maintaining long-term client relationships
Staying updated on financial market trends
Developing strategies tailored to varying client needs
Qualification
Required
Strong expertise in Financial Planning and Financial Advisory
Experience with Protection Strategies
Effective communication, interpersonal, and consultative skills
Motivated to meet client needs and deliver excellent service
Bachelor's degree in Finance, Economics, or a related field
Series 7, Series 65/66, applicable state Life and Health Insurance license
Company
MassMutual Metro New York
At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jessica Tezucar
Chief Operations and Financial Officer
Company data provided by crunchbase