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Financial Planner
2 months ago
Job Description
Who are we:
Center for Wealth Preservation a MassMutual Firm is Long Island's premier financial planning and wealth management company with access to probably the widest range of products across the top broker-dealers. What makes us different? We're just better in all the following: marketing, operations, compensation, technology, support, and culture.
We have a very successful track-record working with newly or currently licensed Financial Services agents or any sales professionals, and quickly launching them into top producers. We also offer lucrative buy-out packages for existing producers in the space. Come elevate and grow
What you'll do:
- Sr. advisor focused on building and maintaining a network of clientele across all product needs selling estate planning, business succession, education planning, wealth & asset management, special needs planning, and advanced market planning working, etc. with our in-house CFA/Attorney.
- You will be at the cutting-edge of financial planning and help clients break-through tough barriers with long-term perspective and guidance
- Maintain a continuous networking and marketing effort by promoting your services and building your professional network through appointments, marketing, social media, industry events, referrals, seminars, campaigns, and other efforts.
- Complete any gaps in licensing (if applicable) such as Series 7, 63, 66, 6, 24, CFA, etc.
- 3+ years as a Financial Advisor, Financial Planner and/or Wealth / Asset Manager
- Experience working with 401(k) plans, pension plans, profit sharing plans, or non-retirement means such as non-qualified deferred compensation agreements
- Ability to explain complex financial concepts in simple terms, identify potential problems, and develop creative solutions to help clients achieve their goals.
- Comfortable handling objections and overcoming challenges with prospects
- Very comfortable, with a track-record of building referral networks after initial sale
- Experience working with 401(k) plans, pension plans, profit sharing plans, or non-retirement means such as non-qualified deferred compensation agreements
- Advanced market planning experience i.e., premium financing, business succession planning, trusts, wills, estate planning
- Ability to manage relationships with high-net-worth clients, and family offices
- Interest in building a team and/or mentoring others
- Industry certifications: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA), Series 6, 66, 7 and 24.
- Construct net worth statements, determining asset allocations, define spending & legacy goals, evaluate Wealth Sustainability, analyze wealth transfer structure
- Utilizing tax alpha strategies and tax efficiency planning, risk factor analysis
- Develop a fee-based planning strategy and close customers on fee-based planning
Why Join Us:
We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company. You also gain access to two in-house CFA/Attorney consultants to work on all case design and have done so for ultra-high net worth clientele in the 500mm+ range. We are changing the planning business, one hire at a time and transforming from a Financial Services Company to a marketing and recruitment company that performs financial services.
Estimated first year earning is based on sales performance commission, closed cases, and historical ranges. It is not guaranteed compensation. All benefits mentioned are based on contract status (contract A).
