Senior Financial Advisor
14 days ago
Manalapan Township
Job Description We are actively seeking established, client-focused financial professionals to join our advisory team. This is a unique opportunity to grow or transition your existing advisory practice within a supportive, entreprising environment. Our firm offers strategic coaching, mentorship, and access to leading platforms to help you deepen client relationships and expand your book of business. This role is ideal for advisors with a proven track record in business development and client relationship management who are seeking greater autonomy and the ability to deliver fully customized planning solutions. As a Financial Advisor, you will: • Deliver Personalized Planning: Provide clients with tailored financial guidance that addresses their goals across wealth accumulation, income distribution, risk management, and estate planning., • Develop Investment Strategies: Construct and manage portfolios in alignment with client objectives, risk tolerance, and time horizon, using a robust suite of advisory tools and platforms., • Build and maintain deep client relationships based on trust, transparency, and consistent results., • Manage investment portfolios and guide clients through asset allocation, portfolio design, and performance monitoring., • Utilize platforms such as Envestnet, NFS, and others to manage client portfolios and investment strategies., • Evaluate risk exposure and recommend appropriate insurance solutions across life, disability, and long-term care., • Cultivate and grow a personal client base through proactive business development, networking, and referrals., • Collaborate with specialists and other advisors to provide clients with comprehensive, multi-disciplinary solutions., • Maintain all required industry licenses and designations., • Demonstrate a commitment to continuous learning and pursue advanced designations (e.g., CFP®, ChFC®, CLU®)., • Stay informed on industry developments and regulatory changes to better serve clients.Qualifications:, • Bachelor’s degree in finance, business, or a related field., • 5+ years of experience in financial services or wealth management, preferably in a client-facing advisor role., • Strong existing client base or demonstrated ability to generate new business., • FINRA Series 7 & 66 (or Series 6, 63, and 65) required., • Life/Health Insurance License., • Exceptional interpersonal and communication skills., • Entreprising mindset with a client-first attitude., • AUM of $20M+ is a strong plus.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.
peter C.Active 4 hours ago
