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Financial Services Advisor
Job Description
Advise individuals and families on long-term financial strategies with MassMutual Metro New York in a hybrid role based in New York, NY.
Key Responsibilities
- Build and maintain long-term client relationships
- Create personalized financial plans and strategies
- Help clients prepare for retirement and other major milestones
- Provide guidance on investments and risk management
- Support tax-efficient and estate conservation strategies
- Grow your practice through networking, referrals, and ongoing relationship building
Required Qualifications
- Active Life & Health insurance license (required)
- 1 year of financial services experience (required)
- Driver’s License (required)
Preferred (or Plus)
- Series 7 and Series 66 (plus)
- Support available for advisors pursuing Series 7 and Series 66
Tools & Technologies
- CRM
- Microsoft Suite
Compensation
- $74,442.86 - $287,567.00 per year
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
Role Support (Why MassMutual Metro New York)
- Open architecture and fee-based planning platform
- Weekly 1-on-1 coaching
- Weekly in-office training
- Free leads to supplement prospecting
- Full tech package including CRM and Microsoft Suite
- In-house HR and accounting support
What the Company Values
- Motivated by helping people, building relationships, and creating your own success
- Excellent communication and interpersonal skills
- Enjoy meeting new people and developing relationships
- Self-motivated, goal-oriented, and comfortable taking initiative
- Strong problem-solving and organizational skills
- Works well independently while valuing collaboration and team support
- Interested in building a long-term career in financial services
Job Type
- Full-time
- Contract
Location & Work Arrangement
- Hybrid remote in New York, NY 10119
- Relocate to New York, NY 10119 before starting work (required)
Application Requirement
- Must be a U.S. citizen authorized to work in the United States without current or future need for visa sponsorship
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