Join our team as a Certified Financial Planner and unlock the potential to shape your career while making a genuine impact. At MassMutual Metro NY, we prioritize empowering our advisors with personalized coaching and hands-on experience in financial planning. You'll guide clients through life’s financial challenges, offering protection planning, investment strategies, and comprehensive financial solutions. Here, professionals thrive in a supportive environment dedicated to integrity and care, where your passion for helping others achieve financial security becomes a reality. Embrace this opportunity to be part of a multicultural agency that values innovation, employee growth, and a family-like culture. Let’s work together to build a future where both you and the clients find success. Responsibilities: • Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being • 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 Compensation: $175,000 - $205,000 at plan
• Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being • 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