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Experienced Financial Planner in New York

Experienced Financial Planner in New York

Energy Jobline ZRNew York, NY, United States
17 hours ago
Job type
  • Full-time
Job description

Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub. We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy and engineering jobs, and work with the leading energy companies worldwide.

We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.

Job DescriptionJob 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, , 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 -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.

    If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.

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    Financial Planner • New York, NY, United States

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