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Experienced Financial Advisor
Job in
Paterson, Passaic County, New Jersey, 07544, USA
Listed on 2026-07-09
Listing for:
MassMutual New Jersey-NYC
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Mass Mutual New Jersey‑NYC is seeking an experienced financial services professional to join our Warren NJ office. This is a full‑time hybrid role for someone with experience in financial planning or advisory services. You’ll work directly with clients to understand their financial goals and deliver tailored strategies that include retirement planning, investment management, wealth preservation, and insurance solutions.
You’ll benefit from a collaborative, team‑driven culture that values integrity, professional development, and client‑centric planning. This is an opportunity featuring a competitive bonus structure, performance incentives, and national recognition conferences.
Key Responsibilities- Build and manage a growing client portfolio through relationship‑based financial planning
- Deliver expert guidance in areas such as retirement strategies, investment planning, and wealth management
- Educate clients on insurance options and risk management solutions
- Specialize in or support families with special needs planning
- Stay current on financial regulations, markets, and planning techniques
- Work both independently and as part of a supportive, growth‑focused team
- Maintain compliance with industry regulations and firm standards
- 2–5 years of experience in financial services, advising, or planning
- Obtained at least one or all of the following industry licenses:
Life & Health Insurance, Series 7, and Series 66 - Proven ability to build strong client relationships based on trust and performance
- Excellent communication and interpersonal skills
- Driven, coachable, and goal‑oriented
- Passionate about helping others improve their financial future
- Bachelor’s degree or higher
- Medical Insurance
- Vision Insurance
- 401(k) Match
- Disability Insurance
- Uncapped earning potential
- Performance Bonuses & Incentives
- Hybrid Flexibility
- National Recognition Conferences and Trips
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