What are the responsibilities and job description for the Senior Financial Advisor position at MassMutual Metro New York?
We are actively seeking established, client-focused financial professionals to join our advisory team. This is a unique opportunity to grow or transition your existing advisory practice within a supportive, entreprising environment. Our firm offers strategic coaching, mentorship, and access to leading platforms to help you deepen client relationships and expand your book of business.
This role is ideal for advisors with a proven track record in business development and client relationship management who are seeking greater autonomy and the ability to deliver fully customized planning solutions.
As a Financial Advisor, You Will
This role is ideal for advisors with a proven track record in business development and client relationship management who are seeking greater autonomy and the ability to deliver fully customized planning solutions.
As a Financial Advisor, You Will
- Deliver Personalized Planning: Provide clients with tailored financial guidance that addresses their goals across wealth accumulation, income distribution, risk management, and estate planning.
- Develop Investment Strategies: Construct and manage portfolios in alignment with client objectives, risk tolerance, and time horizon, using a robust suite of advisory tools and platforms.
- Provide Protection Planning: Recommend life, disability, and long-term care strategies that align with broader financial objectives and mitigate financial risk for clients and their families.
Salary : $140,000 - $170,000