Wealth Management Advisory

We are seeking highly motivated and relationship-driven professionals to join our team as Wealth Management Advisors. In this role, you’ll have the opportunity to build a sophisticated financial advisory practice focused on helping high-net-worth individuals and families grow, protect, and transfer wealth.

Through personalized mentorship, access to advanced planning tools, and hands-on experience, you will develop expertise across all areas of wealth management.

As a Wealth Management Advisor, your responsibilities will include:

• Protection Planning: Guiding clients through risk management strategies, including life, disability, and long-term care insurance, to protect their assets and future.
• Investment Advisory: Designing and implementing tailored investment portfolios and strategies that reflect each client’s financial goals, time horizon, and risk profile.
• Comprehensive Wealth and Legacy Planning: Providing advanced financial planning solutions, including retirement and estate planning, tax optimization strategies, business succession planning, and charitable giving for your clients

$200,000 - $230,000 at plan

• Develop and Maintain Client Relationships
• Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities
• Conduct Financial Planning and Investment Analysis
• Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations
• Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals
• Business Development and Prospecting
• Collaborate with Internal Specialists on improving your practice
• Weekly coaching and business development calls and trainings
• Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients
• Uphold Compliance and Fiduciary Standards

• Bachelor's degree in finance or related field
• Must be post-graduate
• Life & Health license required.
• SIE, Series 7, & 63. (Series 65 or 66 preferred)
• Previous experience in Wealth Management or financial services is a plus

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.