At Mass Mutual, we believe in building a supportive culture where teamwork and growth are the cornerstones of our success. As an Experienced Investment Advisor, you'll have the opportunity to guide and develop a team of advisors, using your expertise to nurture emerging talent. This role is perfect for those who have mentored peers or excelled in sales management, offering a unique chance to step into leadership within our dynamic, innovation-driven environment. Our leaders have advanced through our promotion-from-within model, and we also value fresh perspectives from seasoned professionals like you. You'll experience our tailored approach to training and development, designed to equip you with the tools needed for success. We reward dedication with a comprehensive benefits package that supports both your career and personal growth. By joining us, you'll become part of a collaborative team where your contributions are truly valued, and your career can flourish. If you're ready to grow with us, let's embark on this journey together. Responsibilities: • Develop comprehensive financial plans tailored to clients' needs and goals • Conduct thorough financial analysis and provide insights on investment management and wealth management strategies • Collaborate with sales teams to enhance financial service offerings and drive sales management initiatives • Stay updated on estate planning, tax regulations, and securities law to ensure compliance and provide informed advice • Build and maintain strong client relationships through effective communication and customer relationship management • Sales experience with one-on-one clients Qualifications: • Proven experience in financial planning and analysis • Strong understanding of financial concepts and services • Proficiency in estate planning, tax experience, and securities law • Skills in investment management • Skills in wealth management • Excellent mathematical abilities and financial software proficiency • Effective collaboration and management skills, particularly in sales environments • Strong customer relationship management and portfolio management experience Experience: • Financial Services: 3 years (Preferred) • Sales: 3 years (Preferred) • Insurance background • Customer Service • Good Communication Skills License & Certification: • Life, Health, and Annuity License (Required) • SIE, 65, or Series 7 License (Preferred) Compensation: $125,000 - $160,000 yearly

• Develop comprehensive financial plans tailored to clients' needs and goals • Conduct thorough financial analysis and provide insights on investment management and wealth management strategies • Collaborate with sales teams to enhance financial service offerings and drive sales management initiatives • Stay updated on estate planning, tax regulations, and securities law to ensure compliance and provide informed advice • Build and maintain strong client relationships through effective communication and customer relationship management • Sales experience with one-on-one clients