Certified Financial Planner

Overview We are seeking driven and client-focused individuals to join our team of Certified Financial Planners. In this role, you will have the opportunity to build a financial services practice through personalized coaching and real-world experience in key areas of financial planning. This is an ideal opportunity for professionals who are passionate about helping others achieve financial security and long-term success. As a Financial Planner, you will gain hands-on experience in key areas of financial planning. Responsibilities Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being Develop Holistic Financial Plans Conduct Comprehensive Client Discovery Understand each client’s financial goals, values, risk tolerance, and protection needs through in-depth fact-finding and goal-based discussions Present and Implement Insurance Solutions Design and maintain diversified investment strategies that reflect long-term goals, market conditions, and financial plans Deliver Ongoing Advice and Plan Reviews Ensure Compliance and Fiduciary Integrity Maintain a high standard of ethics, meet all regulatory and firm guidelines, and always act in the client’s best interest Collaborate with Internal Specialists Hands-on comprehensive weekly training in the office/ remote Qualifications Bachelor’s degree in finance or related field Experience in Financial Planning is a plus Must be post-graduate Life and Health License Required SIE, Series 7, Series 63/65/66, CFP Compensation $175,000 - $205,000 per year #J-18808-Ljbffr MassMutual Metro NY