Licensed Financial Advisor jobs in United States
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MassMutual Metro New York · 2 months ago

Licensed Financial Advisor

MassMutual Metro New York is seeking driven, client-centric professionals to become part of their team as Financial Advisors. This role provides a unique opportunity to build a meaningful advisory practice supported by individualized coaching and structured mentorship while delivering impactful financial advice.

Financial ServicesHealth CareLife InsuranceRetirement

Responsibilities

Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being
Create and manage personalized investment solutions tailored to each client’s financial goals, risk profile, and long-term vision
Offer holistic financial strategies that encompass retirement readiness, education funding, tax optimization, estate considerations, and more

Qualification

Investment StrategiesFinancial PlanningInsurance KnowledgeClient Relationship ManagementCommunication Skills

Required

Driven, client-centric professionals
Ability to assist clients in navigating life's uncertainties
Experience in leveraging life, disability, and long-term care insurance
Capability to create and manage personalized investment solutions
Knowledge of holistic financial strategies including retirement readiness, education funding, tax optimization, and estate considerations

Company

MassMutual Metro New York

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At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.

Funding

Current Stage
Growth Stage

Leadership Team

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Jessica Tezucar
Chief Operations and Financial Officer
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Company data provided by crunchbase