MassMutual Metro New York · 6 hours ago
Wealth Management Advisor
MassMutual Metro New York is looking for driven, client-focused professionals to join their team as Wealth Management Advisors. In this role, you will guide affluent individuals and families in preserving, enhancing, and transferring their wealth through tailored financial strategies.
Financial ServicesHealth CareLife InsuranceRetirement
Responsibilities
Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage
Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon
Deliver advanced planning strategies including retirement and estate planning, tax-efficient solutions, business succession, and philanthropic planning
Qualification
Required
Driven, client-focused professionals
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.