Senior Financial Advisor
MassMutual New Jersey-NYC
About The Company MassMutual NJNYC is a financial planning firm with offices across the Tri State. We specialize in helping clients achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life. About The Role This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC. As an Advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. This is a fully Hybrid role with opportunity for remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences. This opportunity is also applicable for someone who wants to pursue a management path and wants to help other junior advisors build their book of business. Responsibilities Expertise in Financial Planning, Wealth Management, and Retirement Planning Strong background in Investments and Finance Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to build and maintain client relationships with effective client acquisition outreach Knowledge of financial regulations and industry trends Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus Bachelor's degree or higher #J-18808-Ljbffr
- InforCapital, partnership is seeking a Managing Director / Vice President for Alternatives Capital Formation in New York. You will lead client engagement and manage product strategies within a high-stakes environment focused on alternative investments. The role demands...Senior
- ...Full Time Senior Financial AdvisorOur client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients...SeniorFull time
- ...Senior Financial AdvisorWe are recruiting for a top tier advisor/team in the greater NYC market. If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the country’s largest private banks, this could be your new home.Qualifications...Senior
- ...individuals and families. We bring together investment management, financial planning, tax strategy, and estate planning in one... .... If our work resonates with you, we’d love to connect! Senior Financial Advisor Are you ready for independence without starting from scratch...SeniorPermanent employmentWork at office
$200k - $350k
...and advisory firm for ultra-affluent families, is seeking a Senior Advisor for a direct hire role in New York City. The Opportunity We are... ...and alternative investments Strong command of integrated financial planning, and sold understanding how investment, tax, estate,...SeniorWork at office$150k - $200k
...The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in... ...impact on business performance? Position Overview As a Senior Investment Advisor for Masterworks Advisers, you will be a trusted, high-impact...Senior$116k - $143k
...success. Role Summary We are seeking a Senior Wealth Distribution Intelligence & AI Partner... ...opportunities, prioritize firms and advisors, assess market potential, improve sales... ...strategy, client analytics, data science, or financial services. Strong knowledge of the U.S....SeniorOngoing contractWork at officeLocal area$250k
A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial needs. This role requires a Certified Financial Planner (CFP) with at least 7 years in a client-facing role in the financial services industry...Senior- M&T Bank in New York City seeks an experienced Financial Advisor to grow a book of business by deepening client relationships and delivering sophisticated wealth management solutions. You will lead portfolio reviews and work across Wealth, Retail, and Banking teams to identify...Senior
- New York Life offers a pathway to grow your financial planning practice with the backing of a Fortune 100 company. You’ll have access to a broad product suite, including life insurance, annuities, long-term care and investment products, plus a dedicated support network...Senior
- Columbia University is seeking an experienced Financial Aid Officer to counsel students on aid programs, eligibility, and borrowing options. You will focus on private and alternative financing while supporting students impacted by federal loan changes. This role reports...Senior
- ...The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in... ...York City's Financial District. Role Overview As a Senior Financial Advisor for Masterworks Advisers, you will be responsible for...SeniorAfternoon shift
$55k - $156.45k
S&T Bank is seeking a leader in brokerage and insurance services at their Pennsylvania locations. This role focuses on developing business, mentoring staff, and maintaining strong client relationships. Ideal candidates will have a four-year degree, required licenses including...Senior- ...Alliance Group, a leading wealth management practice in New York, seeks driven individuals for a career in financial advisory. You will partner with senior advisors to close new business, engage warm leads, and deliver exceptional service to high-net-worth clients....Senior
- JPMorganChase in New York is seeking an experienced Digital Acquisition Senior Associate to launch and optimize a new advisor acquisition approach across websites, advisor communications, webinars and email, using a disciplined test-and-learn mindset to grow new producers...Senior
- Truist Financial Corporation is seeking a customer-focused associate to deliver industry-leading service in-branch and over the phone. You will expand client relationships by offering financial solutions and referrals to partners, while supporting teller duties when needed...Senior
- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...Senior
- Senior Consultant - Trade Finance Sanctions and Controls Risk (SME)Job Number: 26-00160Help drive change! ECLARO is looking for a Senior... ...change and innovation in the industry by offering top-notch financial products and services for a wide-range of clients worldwide. If...SeniorWorldwide
- A leading global law firm is seeking a mid-level finance associate with 3–5 years of experience to join its finance practice in New York. The role offers opportunities to work on complex lending structures and innovative financing arrangements while collaborating with ...Senior
- ...Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...Senior
- ...Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch...Senior
$90k - $150k
...PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have...SeniorFull time- ...A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through innovative technology. This role requires an individual with strong financial planning skills and active CFP, CPA, or similar certifications...Senior
$10k
...the company allocates its time and resources. We're hiring across three complementary tracks — and looking for people with sharp financial instincts, a builder's mindset, and the drive to take on a large scope quickly. Whether you lean toward GTM strategy, FP&A infrastructure...SeniorFull timeWork at officeHome officeFlexible hours$77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers,...SeniorFull timeH1b$110.7k - $218.3k
...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...SeniorLocal areaVisa sponsorship- ...Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans. You will work with our advisory team and...Senior
$77k - $202k
...transactions and maximise value in their business deals.Those in financial due diligence at PwC will focus on providing strategic advice... ...services to large company and private equity fund clients. As a Senior Associate you are expected to analyze complex problems, mentor...SeniorFull timeH1b- ...a career in Advisory.KPMG is currently seeking an Associate or Senior Associate to join our Structured Finance practice.Responsibilities... ...papers supporting our findings Review, validate, and develop financial cash flow models including mortgage (MBS) and asset-backed...SeniorH1bLocal area
$115k - $130k
Together we fight for everyone’s opportunity for a better financial future.We will do this together — with customers, partners and colleagues... ...accounting or fund administration.This person will support senior members of the team to run the accounting/finance for our...SeniorFull timePart timeWork experience placementLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!
- junior financial advisor New York, NY
- financial advisor part time New York, NY
- finance associate New York, NY
- financial counselor New York, NY
- associate corporate finance New York, NY
- private wealth advisor New York, NY
- financial consultant New York, NY
- estate planning consultant New York, NY
- financial planning assistant New York, NY
- wealth advisor associate New York, NY


