Senior Financial Advisor

About the role

This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC. As an Advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. This is a fully Hybrid role with opportunity for remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences.

Responsibilities

• Expertise in Financial Planning, Wealth Management, and Retirement Planning
• Strong background in Investments and Finance
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to build and maintain client relationships with effective client acquisition outreach
• Knowledge of financial regulations and industry trends
• Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus