Certified Financial Planner

Responsibilities

• Guide clients in developing personalized financial plans that align with their life goals and aspirations.
• Conduct comprehensive financial assessments to identify clients' needs and opportunities for growth.
• Collaborate with clients to create tailored investment strategies that maximize their financial potential.
• Educate clients on risk management and protection planning to safeguard their financial future.
• Stay informed on the latest industry trends and regulatory changes to provide up-to-date advice.
• Build and maintain strong, trusting relationships with clients through regular communication and follow-ups.
• Work closely with our team to deliver innovative financial solutions that meet diverse client needs.

Qualifications

• Experience in financial planning, with a focus on insurance solutions, to guide clients through life's uncertainties.
• Ability to develop holistic financial plans that align with clients' goals, values, and risk tolerance.
• Proven track record of conducting comprehensive client discovery to understand financial needs and protection requirements.
• Skill in presenting and implementing tailored insurance solutions that safeguard clients' financial well-being.
• Expertise in designing diversified investment strategies that reflect long-term goals and current market conditions.
• Commitment to delivering ongoing advice and plan reviews to ensure clients' financial plans remain relevant and effective.
• Strong understanding of compliance and fiduciary integrity, always acting in the client's best interest and adhering to regulatory guidelines.

About MassMutual Metro NY

MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Pay

$175,000 - $205,000/year