Wealth Management Advisor

Job Description

Job Description

We’re looking for driven, client-focused professionals to join our growing team as Wealth Management Advisors . In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth.

Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape.

Key Responsibilities :

• Risk Management Strategies : Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage.
• Investment Planning : Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon.
• Holistic Financial Planning : Deliver advanced planning strategies including retirement and estate planning, tax-efficient solutions, business succession, and philanthropic planning.

Compensation :

$200,000 - $250,000 at plan per year

Responsibilities :

Qualifications :

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.