Wealth Management Advisor — Mid to Senior Level jobs in United States
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MassMutual Northern California · 5 days ago

Wealth Management Advisor — Mid to Senior Level

positionPleasanton, CA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$200K/yr - $400K/yr
date3+ years exp

MassMutual Northern California offers a platform for holistic wealth planning that combines the strength of a legacy firm with the flexibility of independent practice. The role involves delivering sophisticated financial and investment planning solutions, leveraging in-house specialists, and expanding the client base through marketing initiatives.

Employee BenefitsFinancial ServicesInsuranceLife InsuranceRetirement

Responsibilities

Delivering sophisticated financial and investment planning solutions to clients
Leveraging in-house specialists in advanced planning, insurance, and investments
Expanding your book of business through firm-supported marketing initiatives
Building long-term client relationships rooted in trust and strategy

Qualification

FINRA licensingWealth managementFinancial planningClient relationship managementCollaborative mindset

Required

3+ years of experience as a financial or wealth advisor
FINRA licensing (Series 7 & 66 or equivalent) and Life & Health license
Desire to expand services and access more planning tools and support
Collaborative mindset with a drive to grow

Company

MassMutual Northern California

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MassMutual Northern California is a financial planning firm.
dateFounded in 1851
location
Walnut Creek, California, USA
people-size51-200 employees
web-link
https://northerncalifornia.massmutual.com/

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