SENIOR FINANCIAL ADVISOR
Company: MassMutual Northern California
Location: San Jose
Posted on: October 17, 2024
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Job Description:
MassMutual Northern California Locations - Pleasanton - Walnut
Creek - Roseville - Fremont - San Jose - San Mateo
We're looking for both experienced financial professionals to join
our team. Whether you're looking for a change or seeking to align
with a stable, dependable firm, and you have a passion for
insurance and investments, then there's no better place to work
than MassMutual Northern California. So, if you're interested in
new market opportunities, expanding your products and services, or
giving your clients more stability, we can help.
Job Summary - We offer "At Scale" resources for Financial Advisors
that blends the resources of "Big Shop" advisory companies and the
entrepreneurial ethos of an "Independent Practice" model. By
combining these two practice models, our Firm has the unique
opportunity to create a unique experience for Financial Advisors.
Our core resource model focuses on 6 key areas that directly
support the Advisor to allow the Advisor to focus more on the
ongoing client relationship. Our 6 key areas are as follows:
--- Fee-Based Planning Platform and Support Division
--- Complete and Comprehensive Insurance Division
--- Wealth Management Division
--- Advisory Services Division
--- Marketing Division
--- Technology Division
Desired Skills + Experience - As a Financial Professional you will
be able to build your practice and help those in your community
plan for their financial futures. We're looking for people who
possess the following characteristics:
--- Highly self-motivated and self-disciplined with the ability to
work effectively and independently.
--- Outgoing personality with the ability to develop relationships
and a sincere desire to help others.
--- Organized, detail-oriented, and excellent time-management
skills.
--- Bachelor's degree - Finance or business discipline or
equivalent work experience. -Preferred
--- Life, Accident, Health & FINRA Series 6 or 7 license required
(within 6 months of hire)
--- Knowledge of life insurance and investment products, SEC,
FINRA, IRS and state insurance regulations
--- Strong technical and analytical skills required (proficient PC
skills including Word, Excel, Outlook, Zoom, with the ability to
navigate multiple applications during call handling)
Compensation + Benefits - Our compensation structure is both
comprehensive and robust with multiple benefit options. It allows
for high payouts across multiple product lines with various
planning platforms. Additionally, our model offers multiple
supplemental compensation opportunities to support the growth of a
practice, all while building an equity-based independent ownership
model.
--- 401(k) matching
--- Health & Dental insurance
--- Health savings account
--- Life insurance
--- Retirement plan
--- Vision insurance
**This is a commission-based role with results-driven compensation
and access to a competitive benefits package, including medical and
dental, life and disability income insurance, and thrift and
pension plans available for qualified Financial Services
Professionals
We're a world-class planning firm---. Come see for yourself.
MassMutual Northern California
Keywords: MassMutual Northern California, San Ramon , SENIOR FINANCIAL ADVISOR, Accounting, Auditing , San Jose, California
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