MassMutual Metro New York ยท 21 hours ago
Junior Independent Financial Advisor
Garden City, NY
Full-time
Hybrid
Entry Level
5+ years expMassMutual Metro New York helps clients with tailored financial strategies and is seeking a Junior Independent Financial Advisor. This role involves assisting clients with financial strategies, managing investment portfolios, and creating retirement plans to align with their goals.
Financial ServicesHealth CareLife InsuranceRetirement
Responsibilities
Assisting clients in developing and implementing financial strategies
Managing investment portfolios
Creating retirement and financial plans to align with their personal and professional goals
Conducting financial assessments
Providing advisory services
Educating clients about investment opportunities
Maintaining long-term client relationships
Staying updated on financial market trends
Developing strategies tailored to varying client needs
Qualification
Required
Strong expertise in Financial Planning and Financial Advisory
Experience with Protection Strategies
Effective communication, interpersonal, and consultative skills
Motivated to meet client needs and deliver excellent service
Bachelor's degree in Finance, Economics, or a related field
Series 7, Series 65/66, applicable state Life and Health Insurance license
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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jessica Tezucar
Chief Operations and Financial Officer
Company data provided by crunchbase