Financial Planner Assistant

Financial Planner Assistant

We are a modern, technology-driven, and forward-thinking financial services firm backed by MassMutual. At our core, we specialize in elevated, holistic financial planning—delivering a higher standard of strategy, service, and client impact. Our planning team and sales culture are what truly set us apart. Every part of our practice is designed to create successful outcomes for our advisors on the frontlines, which ultimately leads to stronger results for our clients.

We are seeking a driven, entrepreneurial individual who wants to build a business of their own while learning alongside a high-performing team at CWP.

What makes us different?

We teach. We generate high-quality leads. We leverage top-tier technology to stay organized and execute efficiently. And we genuinely enjoy what we do. If you’re looking for a flexible, growth-oriented opportunity with a dynamic and intelligent team—plus significant income potential—we should connect. One of the greatest advantages of this business is the ability to build residual income over time, but that starts by learning from the best.

What You’ll Do:

• Begin as a Protégé with the opportunity to grow into a Financial Planner
• Prepare financial plans, analyses, and recommendations for clients
• Gather client information, including financial goals and risk tolerance
• Input and manage client data within financial planning software
• Maintain accurate client records and ensure compliance standards are met
• Support new business development and marketing initiatives
• Respond to client inquiries and provide exceptional service
• Help manage and grow a large family office business

What You Bring:

• A strong customer-facing mindset, with experience or interest in prospecting, referrals, or relationship-building (we’ll teach the rest)
• A deep interest in building advisory strategies for individuals, families, and businesses
• A willingness to put in the activity and use data-driven insights to guide growth
• Exceptional organizational skills and strong attention to detail
• The ability to build and manage relationships with high-net-worth clients and family offices
• Interest in leadership, team-building, and mentoring others
• Excellent interpersonal skills and the confidence to connect with anyone
• A genuine passion for helping people and families succeed
• A competitive, goal-oriented mindset that thrives under pressure.

Why Join Us:

We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company with incredible benefits, support, technology, and backing but we are also changing the business with a modern revenue operation build and you could be a part of it. If you are already a licensed agent, we also offer lucrative buy-out packages, and transition compensation for existing producers in the space.