Financial Advisor — Career Transition Program jobs in United States
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MassMutual Northern California · 13 hours ago

Financial Advisor — Career Transition Program

MassMutual Northern California is a world-class planning firm that helps high achievers transition into financial advising with structured training and mentorship. The role involves building and managing a personal book of business, helping clients protect their assets and plan for the future, and obtaining necessary licenses for financial advising.

Employee BenefitsFinancial ServicesInsuranceLife InsuranceRetirement
Hiring Manager
Yazzmin True
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Responsibilities

Building and managing your own book of business with guidance from our experienced leadership team
Helping individuals and families protect what matters most and plan for the future
Partnering with in-house specialists to offer insurance and investment solutions
Participating in our training and licensing program to earn your Life & Health and FINRA licenses

Qualification

Sales experienceLeadership experienceFinancial industry knowledgeRelationship-buildingCoachable

Required

Track record of success in sales, leadership, or entrepreneurship
Self-starter with strong relationship-building skills
Eager to learn the financial industry and build a long-term career
Driven, coachable, and ready to build your own business—with support

Benefits

Access to a competitive benefits package

Company

MassMutual Northern California

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MassMutual Northern California is a financial planning firm.

Funding

Current Stage
Growth Stage

Leadership Team

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Doug Van Order, CFBS
Managing Partner/Wealth Management Advisor
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Karen Steffy - Chief Recruiting Officer, MassMutual
Chief Recruiting Officer
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Company data provided by crunchbase