MassMutual Metro New York · 5 months ago
Wealth Management Advisor
New York, NY
Full-time
Onsite
Mid Level
$200K/yr - $250K/yrMassMutual Metro New York is seeking driven, client-focused professionals to join their team as Wealth Management Advisors. In this role, you will guide affluent individuals and families in preserving, enhancing, and transferring their wealth through structured mentorship and advanced planning strategies.
Financial ServicesHealth CareLife InsuranceRetirement
Responsibilities
Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage
Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon
Deliver advanced planning strategies including retirement and estate planning, tax-efficient solutions, business succession, and philanthropic planning
Qualification
Required
Driven, client-focused professionals
Ability to establish a dynamic advisory practice
Experience in guiding affluent individuals and families
Understanding of risk management strategies
Ability to advise clients on tailored insurance solutions
Experience in building customized investment portfolios
Knowledge of holistic financial planning strategies
Experience in retirement and estate planning
Knowledge of tax-efficient solutions
Understanding of business succession and philanthropic planning
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.
Founded in 1851
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jessica Tezucar
Chief Operations and Financial Officer
Company data provided by crunchbase