Senior Financial Advisor Experienced & Ready for Change

Job Description

Job Description

Location : Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid)

You’ve built a solid practice. Now you’re ready for more opportunity , more support , and a stronger platform to take it further. At MassMutual Northern California, experienced advisors can align with a firm that values independence while providing the infrastructure and resources to scale.

What You’ll Be Doing :

Expanding your practice with access to our Wealth, Advisory, and Insurance platforms.

Leveraging a full suite of planning and technology resources.

Partnering with specialists to deliver advanced planning strategies to your clients.

Enjoying the flexibility of running your practice your way—with institutional support.

What Makes Someone a Great Fit :

5+ years of experience as a financial or wealth advisor.

Active Life & Health license and FINRA licensing (Series 7 & 66 or equivalent).

Established book of business and interest in growth opportunities.

Looking for a culture that values collaboration and long-term vision.

Why MassMutual Northern California :

A respected firm with 170+ years of stability and innovation.

Equity-based growth model with succession planning support.

Local leadership that actually knows your name and your goals.

Diverse investment Offerings

Unparalleled support & Resources

Open Architecture & Entrepreneurial Structure

In-house support