MassMutual Metro New York · 4 days ago
Financial Advisor
NYC Metro Area
Full-time
Hybrid
New Grad, Entry LevelMassMutual Metro New York specializes in creating personalized financial strategies for individuals, families, and businesses. The Financial Advisor role involves providing financial guidance, crafting custom solutions, and building relationships with clients while analyzing their financial needs and presenting appropriate services.
Financial ServicesHealth CareLife InsuranceRetirement
Hiring Manager
Michael Schwartz
Responsibilities
Provide financial guidance and craft custom solutions for clients in areas such as investments, insurance, and financial planning
Build relationships with clients and analyze their financial needs
Present appropriate services to clients and stay informed about market trends
Work collaboratively with team members while maintaining a proactive and entrepreneurial approach
Qualification
Required
Knowledge and expertise in Finance, Financial Services, and Investments
Strong Customer Service focus and the ability to build and maintain trusting relationships
Understanding of Insurance products and their applications in financial planning
Proficiency in communication, relationship management, and problem-solving
Ability to work both independently and as part of a team in a hybrid work environment
Preferred
Previous experience in the financial sector or a related field
Bachelor's degree in Finance, Business, Economics, or a related discipline
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