Wealth Management Advisor Mid to Senior Level

2 weeks ago

Pleasanton, CA, United States MassMutual Northern California Full time


Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid)

If you're passionate about holistic wealth planning and want a platform that matches your ambition, MassMutual Northern California offers just that. We bring together the strength of a legacy firm with the flexibility and autonomy of independent practice.

What You'll Be Doing:
Delivering sophisticated financial and investment planning solutions to clients.
Leveraging in-house specialists in advanced planning, insurance, and investments.
Expanding your book of business through firm-supported marketing initiatives.
Building long-term client relationships rooted in trust and strategy.

What Makes Someone a Great Fit:
3+ years of experience as a financial or wealth advisor.
FINRA licensing (Series 7 & 66 or equivalent) and Life & Health license.
Desire to expand services and access more planning tools and support.
Collaborative mindset with a drive to grow.

Why MassMutual Northern California:
Full advisory platform including fee-based planning.
Wealth management, insurance, and retirement planning divisions.
Access to business succession support and equity opportunities.

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