MassMutual Metro New York · 2 months ago
Certified Financial Planner
New York, NY
Full-time
Onsite
Mid Level
$175K/yr - $205K/yrMassMutual Metro New York is seeking driven and client-focused individuals to join their team of Certified Financial Planners. In this role, you will build a financial services practice through personalized coaching and gain hands-on experience in protection planning, investment strategies, and comprehensive financial planning.
Financial ServicesHealth CareLife InsuranceRetirement
Responsibilities
Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability
Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines
Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies
Qualification
Required
Certified Financial Planner designation
Strong client-focused approach
Ability to build a financial services practice
Experience in protection planning, investment strategies, and comprehensive financial planning
Company
MassMutual Metro New York
At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.
Founded in 1851
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jessica Tezucar
Chief Operations and Financial Officer
Company data provided by crunchbase