MassMutual Northern California · 3 days ago
Senior Financial Advisor — Experienced & Ready for Change
San Jose, CA
Full-time
Hybrid
Senior Level
$300K/yr - $500K/yr
5+ years expMassMutual Northern California is a respected firm with over 170 years of stability and innovation, seeking experienced financial advisors ready for change. The role involves expanding your practice with access to various financial platforms, leveraging planning resources, and partnering with specialists to deliver advanced strategies to clients.
Employee BenefitsFinancial ServicesInsuranceLife InsuranceRetirement
Responsibilities
Expanding your practice with access to our Wealth, Advisory, and Insurance platforms
Leveraging a full suite of planning and technology resources
Partnering with specialists to deliver advanced planning strategies to your clients
Enjoying the flexibility of running your practice your way—with institutional support
Qualification
Required
5+ years of experience as a financial or wealth advisor
Active Life & Health license and FINRA licensing (Series 7 & 66 or equivalent)
Established book of business and interest in growth opportunities
Looking for a culture that values collaboration and long-term vision
Benefits
Equity-based growth model with succession planning support
Local leadership that actually knows your name and your goals
Diverse investment Offerings
Unparalleled support & Resources
Open Architecture & Entrepreneurial Structure
In-house support
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
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