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Experienced Financial Planner

Experienced Financial Planner

MassMutual Metro NYNew York, NY, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

We are seeking driven and client-focused individuals to join our team as 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. Having experience as a financial planner is a plus, but not required.

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 :

$170,000 - $200,000 at plan

Responsibilities :

  • Create personalized financial strategies integrating life insurance, investment management, retirement planning, tax efficiency, and estate considerations
  • 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 not required but good to have. Firm-sponsored / supplied licensing if needed)
  • 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.

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