MassMutual Metro New York ยท 3 months ago
Senior Financial Advisor
Manalapan, NJ
Full-time
Onsite
Senior Level
$140K/yr - $170K/yrMassMutual Metro New York is actively seeking established, client-focused financial professionals to join their advisory team. The role involves providing personalized financial guidance, developing investment strategies, and recommending protection planning to clients.
Financial ServicesHealth CareLife InsuranceRetirement
Responsibilities
Deliver Personalized Planning: Provide clients with tailored financial guidance that addresses their goals across wealth accumulation, income distribution, risk management, and estate planning
Develop Investment Strategies: Construct and manage portfolios in alignment with client objectives, risk tolerance, and time horizon, using a robust suite of advisory tools and platforms
Provide Protection Planning: Recommend life, disability, and long-term care strategies that align with broader financial objectives and mitigate financial risk for clients and their families
Qualification
Required
Established, client-focused financial professionals
Proven track record in business development
Proven track record in client relationship management
Ability to deliver fully customized planning solutions
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