MassMutual Northern California · 3 weeks ago
Senior Financial Advisor
San Jose, CA
Full-time
Hybrid
Senior LevelMassMutual Northern California is a well-established firm that has been helping individuals and families create secure financial futures for over 170 years. The role involves helping clients protect their assets, build relationships, and offer comprehensive insurance and investment strategies with the support of in-house specialists.
Employee BenefitsFinancial ServicesInsuranceLife InsuranceRetirement
Hiring Manager
Yazzmin True
Responsibilities
Helping individuals and families protect what matters most and plan for the future
Building and managing your own client relationships and book of business
Offering comprehensive insurance and investment strategies with support from our in-house specialists
Growing your practice your way, with guidance, mentorship, and a full suite of tools behind you
Qualification
Required
Bachelor's degree (preferred) or equivalent professional experience
Life, Accident & Health License and/or FINRA Series 7 or 66 (or willingness to obtain within 6 months)
Solid technical skills (Word, Excel, Outlook, CRM systems)
A positive attitude and high level of personal accountability
Preferred
Familiarity with insurance and investment products
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