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