MassMutual Metro New York · 5 months ago
Wealth Management Advisory
Manalapan, NJ
Full-time
Onsite
Mid Level
$200K/yr - $230K/yrMassMutual Metro New York is seeking highly motivated and relationship-driven professionals to join their team as Wealth Management Advisors. In this role, you will build a sophisticated financial advisory practice focused on helping high-net-worth individuals and families grow, protect, and transfer wealth.
Financial ServicesHealth CareLife InsuranceRetirement
Responsibilities
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
Qualification
Required
Highly motivated and relationship-driven
Ability to build a sophisticated financial advisory practice
Experience in guiding clients through risk management strategies
Knowledge of life, disability, and long-term care insurance
Experience in designing and implementing tailored investment portfolios
Ability to provide advanced financial planning solutions
Knowledge of retirement and estate planning
Understanding of tax optimization strategies
Experience in business succession planning
Knowledge of charitable giving strategies
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