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Financial Advisor

Company: MassMutual NJ-NYC
Location: Warren
Posted on: May 21, 2023

Job Description:

About Us: At MassMutual New Jersey - NYC, we strive to assist our clients in understanding their financial world. We are here to provide services and resources that help them realize their dreams and achieve financial independence. We have offices in Warren, New Jersey, with satellite offices in Edison, NJ and New York City. Our network of financial professionals helps thousands of individuals and business owners grow and protect wealth by implementing quality financial solutions, while providing exemplary service. Job Description: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and net worth Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools Performing market research to stay current with financial trends Preparing financial reports, such as income projections, college saving costs and retirement planning Maintaining compliance with all rules and regulations in the financial industry Identifying and pursuing potential clients to maintain a strong client base Best In Class Platforms and Backoffice Support: State-of-the-art technology platforms and tools A diversified portfolio of investment, insurance, and retirement solutions A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer A unique business markets process that will differentiate you and help you add more value to conversations with business owners Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms

Keywords: MassMutual NJ-NYC, Elizabeth , Financial Advisor, Accounting, Auditing , Warren, New Jersey

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