Wealth Management Advisor

Wealth Management Advisor MassMutual Metro NY New York, NY Job Details $160,000 - $190,000 a year 1 hour ago Qualifications Business development management Regulatory compliance Business development Client base expansion Industry knowledge of financial regulations Business development within finance Client acquisition Life & Health Insurance License Full Job Description Join us at MassMutual Metro NY, where we're not just a financial planning firm, but a supportive family that values integrity and care. As a Wealth Management Advisor, you'll be part of a vibrant team of independent, client-focused professionals. Here, you'll have the freedom to develop your brand, backed by a firm that prioritizes exceptional client outcomes and fosters a culture of growth and collaboration. We are committed to serving diverse communities with dedication and respect. In this role, you'll provide comprehensive financial planning using our extensive product platform and advanced planning technology. Enjoy some of the highest net payouts in the industry, with personalized coaching and structured mentorship to ensure your success. Your skills in developing investment strategies and protection planning will empower clients to confidently navigate life's uncertainties. If you're ready to make a meaningful impact and advance your career in a supportive, innovative environment, let's build the future of wealth management together.

Compensation:

$160,000 - $190,000 at plan per year

Responsibilities:

Develop personalized financial plans that align with clients' unique goals and aspirations. Cultivate and maintain strong, trusting relationships with clients, ensuring open communication and ongoing support. Utilize advanced planning technology to analyze financial data and provide actionable insights. Collaborate with a team of professionals to deliver comprehensive wealth management solutions. Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice. Conduct regular reviews of clients' portfolios to ensure alignment with their evolving needs and market conditions. Educate clients on investment strategies and risk management to empower informed decision-making processes.

Qualifications:

Experience in financial planning and investment analysis, with a focus on creating personalized strategies. Ability to build and maintain long-term client relationships by understanding their financial goals and priorities. Proven track record of developing comprehensive financial strategies, including investments, retirement, tax efficiency, insurance, and estate planning. Strong business development and prospecting skills to expand client base and foster new relationships. Collaborative mindset to work effectively with internal specialists, ensuring comprehensive client solutions. Commitment to upholding compliance and fiduciary standards in all client interactions. Life and health insurance license required, with a willingness to pursue additional certifications as needed for career growth. About Company 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.