MassMutual Northern California · 1 day ago
Wealth Management Advisor — Mid to Senior Level
Pleasanton, CA
Full-time
Hybrid
Mid, Senior Level
$200K/yr - $400K/yr
3+ years expMassMutual Northern California offers a platform for holistic wealth planning, combining the strength of a legacy firm with the flexibility of independent practice. The Wealth Management Advisor will deliver sophisticated financial and investment planning solutions, build long-term client relationships, and expand their book of business through marketing initiatives.
Employee BenefitsFinancial ServicesInsuranceLife InsuranceRetirement
Hiring Manager
Yazzmin True
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
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
MassMutual Northern California is a financial planning firm.
Founded in 1851Walnut Creek, California, USA
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Doug Van Order, CFBS
Managing Partner/Wealth Management Advisor
Karen Steffy - Chief Recruiting Officer, MassMutual
Chief Recruiting Officer
Company data provided by crunchbase