MassMutual is offering a unique opportunity to partner with Lenox Advisors, a leading firm in the financial advisory sector. The role involves working closely with a senior advisor on client preparation, financial planning strategies, and supporting business development initiatives.
Responsibilities
- Partner with a senior advisor on client preparation, meetings, and follow-ups
- Assist with financial planning strategies including investments, insurance, and retirement planning
- Support business development and practice management initiatives
- Participate in MassMutual training and professional development programs
Skills
- Active Series 7 and Series 66 (or Series 65) required
- Strong interest in building a long-term career as a financial advisor
- Coachable, motivated, and eager to learn from top performers
- Strong communication and relationship-building skills
Benefits
- Medical/Dental/401k with matching available
- Direct mentorship from a top-performing advisor
- Hands-on experience with real clients and advanced planning
- Opportunity to accelerate your advisory career with a premier firm
Company Overview
MassMutual is a mutual life insurance company that provides investment management and trust services. It was founded in 1851, and is headquartered in Springfield, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is https://www.massmutual.com/.