Wealth Management Advisor Mid to Senior Level

Job Description

Job Description

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

If you’re passionate about holistic wealth planning and want a platform that matches your ambition, MassMutual Northern California offers just that. We bring together the strength of a legacy firm with the flexibility and autonomy of independent practice.

What You’ll Be Doing :

Delivering sophisticated financial and investment planning solutions to clients.

Leveraging in-house specialists in advanced planning, insurance, and investments.

Expanding your book of business through firm-supported marketing initiatives.

Building long-term client relationships rooted in trust and strategy.

What Makes Someone a Great Fit :

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

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

Desire to expand services and access more planning tools and support.

Collaborative mindset with a drive to grow.

Why MassMutual Northern California :

Full advisory platform including fee-based planning.

Wealth management, insurance, and retirement planning divisions.

Access to business succession support and equity opportunities.