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Experienced Financial Advisor

Job in Trenton, Mercer County, New Jersey, 08628, USA
Listing for: MassMutual New Jersey-NYC
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 100000 USD Yearly USD 60000.00 100000.00 YEAR
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
Qualifications
  • 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
Featured Benefits
  • 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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