Financial Advisor / Financial Services Professional

Job overview

The Financial Advisor / Financial Services Professional role is onsite in Buffalo, NY. Compensation is not specified. The posting describes MassMutual New York State as a team committed to making a positive difference and helping clients pursue financial security. The advisor builds a financial services practice by developing a client base, conducting financial reviews, and designing and implementing plans. The role combines client service with marketing and collaboration with fellow advisors and support staff.

What you'll do

• Build a client base and execute marketing strategies
• conduct financial reviews and assessments
• design and implement financial plans
• collaborate with advisors and support staff
• learn industry fundamentals and advanced financial concepts
• serve clients with care, compassion, and integrity.

What we're looking for

Skills & competencies

financial advisor

financial services professional

buffalo ny

vision financial group

client relationships

financial reviews

financial planning

marketing strategies

advisor collaboration

training and mentorship

licensing support

Work arrangement

• Weekend coverage required

Benefits & perks

• Subsidized health insurance, 401(k) with match, cash balance pension plan, startup incentive subsidy, bonuses, monthly allowances, training, and education.

Why this role

The posting offers training, mentoring, local practice support, and licensing cost sponsorship and subsidies.

About the employer

Vision Financial Group is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.