The foundation for our work is a strong understanding of our clients’ values
Excellence, teamwork and service to the community are the cornerstones of our firm. We work in teams and frequently partner with professionals in the financial services, accounting, and legal areas where necessary. The foundation for our work is a clear understanding of our clients' values, goals and expectations.
A great place to work
Whether you are just starting a career, considering a career change or are an experienced advisor, we provide comprehensive training, educational solutions and a systematic approach to ongoing client service.
We pride ourselves on providing career opportunities that offer both professional growth, as well as the ability to positively impact the communities we serve:
Due to the rapid growth of our organization, we seek energetic individuals interested in providing financial planning advice. Responsibilities include management of our planning software and the design and implementation of a financial plan for our clients. We take a proactive approach to each area of our clients' lives and expect our associates to review a client's current situation, goals and objectives, and help them make informed decisions. Areas of practice include income and estate taxation, investments, risk management, education funding and retirement planning. Three plus years of experience with the confidence to work with high net worth clients and business owners is essential. A JD, CFP, CPA or MBA designation is a plus.
We offer a competitive benefits* package including health, dental and vision coverage, flexible spending accounts, short and long term disability income insurance, life insurance, retirement savings plans, and bonus compensation based on meeting certain requirements.
In addition to our full-time positions, we offer internship positions with flexible schedules. For those not concerned with earning credits, we pay competitive hourly wages. If you have interest in the financial services industry, we provide a great opportunity to learn the ropes from the ground level. Although prior experience and certification is a plus, it is not a prerequisite. We are simply looking for hard-working individuals who are excited about a new opportunity.
JD and CPA licensed but do no practice on behalf of MassMutual and MML Investors Services, LLC. Neither MassMutual nor its employees or agents are authorized to give legal or tax advice. Consult your own personal legal or tax counsel for advice on specific legal and tax matters.
*Eligibility applies only to those Financial Services professionals who hold a full-time career contract (X4X) with Massachusetts Mutual Life Insurance Company (MassMutual). Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.