Certified Financial Planner

Overview

MassMutual Metro NY is seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in core areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success.

Location: New York, NY 10119

Responsibilities

• Protection Planning: Advising clients on life, disability, and long-term care insurance to protect against unforeseen risks and ensure financial stability. Includes access to a full comprehensive worksite and group product portfolio.
• Investment Strategies: Creating and delivering personalized investment solutions aligned with clients’ financial goals, risk tolerance, and timelines.
• Comprehensive Financial Planning: Providing holistic financial guidance, including retirement planning, education funding, tax efficiency, and estate strategies.
• 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 to 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 or 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

Compensation: $175,000 – $205,000 at plan

About the Firm

MassMutual Metro New York is a leading financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Advisors receive dedicated support through a functional leadership model, enabling 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, cultivating a culture that feels like family.