Financial Advisor
TeamAces | Hybrid in Warren, NJ | Full Time
We are looking for a Financial Advisor to join our team and provide financial advice and guidance to our clients. The Financial Advisor will be responsible for developing relationships, implementing financial plans, and providing advice on investments, insurance, and make an impact – starting with your own life.
This is a career move that could redefine everything.
You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released. What if it were possible to do all those things at once: to build something, to have a deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it’s happening throughout our firm.MassMutual - NJ/NYC is a leading provider of investment/insurance products and services in the New York City and New Jersey area. We partner with our clients to help them reach their financial goals by providing customized investment and retirement solutions.
The Opportunity:
If you’ve considered business ownership, then start your business with us as a financial services professional, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.
Job Responsibilities:
- Prospecting for new clients in several different target markets
- Creating financial strategies and solutions for families preparing for college and retirement
- Providing financial oversight advice to clients
- Assessing families' needs and providing personalized solutions.
- Conducting research on the best products and services for clients
Desired Qualifications:
- A minimum of a Bachelor's degree in finance, economics, or a related field.
- Excellent communication, presentation, and interpersonal skills.
- ability to work on commission & bonus pay for performance structure
Nice-to-Haves:
- Previous experience working with financial planning clients.
- The ability to empathize with clients' financial situations.
- Proficiency in relevant software applications.
- Strong organizational skills and attention to detail.
- A commitment to providing excellent client service.