Experienced Investment Advisor

At Mass Mutual, we are committed to fostering a supportive culture where collaboration and growth form the foundation of our success. As an Experienced Investment Advisor, you will have the opportunity to lead and mentor a team of advisors, applying your expertise to cultivate rising talent.

This position is ideal for individuals who have guided colleagues or thrived in sales management, providing a distinct opportunity to move into leadership within our fast-paced, innovation-focused environment. Our leaders have progressed through our promotion-from-within approach, and we also welcome fresh insights from experienced professionals like you.

You will benefit from our customized training and development programs, created to provide you with the resources essential for success. We recognize commitment with a competitive benefits package that supports both your professional and personal development.

By becoming part of our team, you will join a collaborative environment where your efforts are genuinely appreciated, and your career has the opportunity to thrive. If you are prepared to advance with us, let’s begin this journey together.

$125,000 - $160,000 yearly

• Develop comprehensive financial plans tailored to clients' needs and goals
• Conduct thorough financial analysis and provide insights on investment management and wealth management strategies
• Collaborate with sales teams to enhance financial service offerings and drive sales management initiatives
• Stay updated on estate planning, tax regulations, and securities law to ensure compliance and provide informed advice
• Build and maintain strong client relationships through effective communication and customer relationship management
• Sales experience with one-on-one clients

• Proven experience in financial planning and analysis
• Strong understanding of financial concepts and services
• Proficiency in estate planning, tax experience, and securities law
• Skills in investment management
• Skills in wealth management
• Excellent mathematical abilities and financial software proficiency
• Effective collaboration and management skills, particularly in sales environments
• Strong customer relationship management and portfolio management experience

Experience:

• Financial Services: 3 years (Preferred)
• Sales: 3 years (Preferred)
• Insurance background
• Customer Service
• Good Communication Skills

License & Certification:

• Life, Health, and Annuity License (Required)
• SIE, 65, or Series 7 License (Preferred)

Great Culture, Great Benefits, Excellent Training, and Support.