We are seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success.

As a Financial Planner, you will gain hands-on experience in:

Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Full comprehensive worksite/ group product portfolio.
Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines.
Comprehensive Financial Planning: Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies.

Compensation:

$175,000 - $205,000 at plan

Responsibilities:

Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being
Develop Holistic Financial Plans
Conduct Comprehensive Client Discovery
Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions
Present and Implement Insurance Solutions
Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans
Deliver Ongoing Advice and Plan Reviews
Ensure Compliance and Fiduciary Integrity
Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest
Collaborate with Internal Specialists
Hands-on comprehensive weekly training in the office/ remote

Qualifications:

Bachelor's degree in finance or related field
Experience in Financial Planning is a plus
Must be post-graduate
Life and Health License Required
SIE, Series 7, Series 63/65/66/, CFP

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.

MassMutual Metro NY

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Certified Financial Planner