Financial Planner - Entrepreneurial Path

Location: Raleigh, NC (Hybrid)

About the role

This is not a maintenance role. This is a build, grow, and lead role. You will build and grow your own client practice with significant growth potential, develop strategic relationships, drive new business, deliver financial planning and advice with a business-owner mindset, and create your own path toward lead advisor, team leader, or enterprise builder. You’ll leverage a proven system but run your practice with a high degree of independence.

What makes us different

• True Entrepreneurship (Not Lip Service): You own your outcomes. We give you the platform, but you control the trajectory.
• Performance-Based Compensation: Your income is aligned with your productivity and results. Top producers may have the opportunity to build, scale, and monetize their client book, subject to firm policies and applicable regulations.
• Supported Independence: Operate with autonomy while backed by a firm that provides:
  • Open architecture investment platform
  • Marketing and business development resources
  • Practice management and growth coaching
• A Growth System That Works: We don’t leave success to chance. You’ll plug into a structured development path designed to help you produce early and scale over time.

Who thrives here

This role is built for individuals who:

• Naturally take charge instead of waiting for direction
• Influence and persuade others with confidence
• Compete to win and seek continuous growth
• Move fast, make decisions, and figure it out along the way
• Want recognition for performance, not tenure

If you need predictability, this role will feel uncomfortable. If you want unlimited upside, it may feel like a strong fit.

Requirements

• Strong track record in sales, business development, or client-facing roles
• A desire to build something of your own
• Confidence, resilience, and a bias toward action
• Ability to develop trust and quickly build relationships
• Comfort with a performance-driven environment

Financial services experience is a plus, but not required for the right competitor.

The opportunity

This is a chance to:

• Build a business, not just a book
• Develop into a leadership role over time
• Join a firm where growth is encouraged and supported

For recruiting purposes only. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.