OpeningsFirst
How it worksPricingLog in
OpeningsFirst › Jobs in the United States › Jobs in Warren, New Jersey

Senior Financial Advisor

MassMutual NJ/NYC & Open Positions
WarrenOn-siteSenior
Apply on MassMutual NJ/NYC & Open Positions’s site
Posted 23 months ago. 2,900 more Banker / Relationship Manager jobs in the United States went up on company career pages this week. See the newer ones

Share this job on LinkedIn · X

Straight from the company’s own careers site.

The job in short

Financial advising.

Details

Found
35 d ago · posted 2024-12-06
Location
Warren, NJ

Full description

About the Company MassMutual NJNYC is a financial planning firm with offices across the Tri State. We specialize in helping clients achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life. About the Role This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC. As an Advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. This is a fully Hybrid role with opportunity for remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences. #LI-MMNJNY1 This opportunity is also applicable for someone who wants to pursue a management path and wants to help other junior advisors build their book of business. Responsibilities • Expertise in Financial Planning, Wealth Management, and Retirement Planning • Strong background in Investments and Finance • Excellent analytical and problem-solving skills • Strong communication and interpersonal skills • Ability to build and maintain client relationships with effective client acquisition outreach • Knowledge of financial regulations and industry trends • Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus • Bachelor's degree or higher

Banker / Relationship Manager jobs in the United States · Senior Banker / Relationship Manager jobs in the United States · Senior and manager-level jobs in Warren, New Jersey

Get jobs like this every morning

Jobs in India · Jobs in the US · Who’s hiring in India · Who’s hiring in the US · How OpeningsFirst works · Free jobs widget · Leadership jobs in India · Leadership jobs in the US · Senior jobs in India · Senior jobs in the US · Fresher jobs in India · Entry-level jobs in the US · Remote jobs in the US · Jobs paying $150k+ · Leadership hiring this week · Guides
OpeningsFirst · Use with AI · Terms · Privacy · Refunds · Contact · Follow us on LinkedIn · X