Financial Advisor

MassMutualFort Lauderdale, FL
Hybrid

About The Position

Coastal Wealth, a MassMutual Firm, is seeking a Financial Advisor for its Florida market. The firm focuses on helping advisors scale their practices with clarity and confidence, offering a flexible approach, a strong product lineup, and the stability of MassMutual's 175 years of experience. Joining Coastal Wealth provides access to an open architecture, cutting-edge technology, and a strong teaming model to better serve clients. The firm supports successful entrepreneurs looking to accelerate their practice through various resources.

Requirements

  • Successful entrepreneur looking to accelerate practice.
  • Ability to build business in a way that is right for the individual.
  • Ability to realize vision for practice with guidance and support.
  • Ability to expand influence beyond families, boundaries, businesses, communities, and generations.
  • Ability to provide honest and clear partnership.
  • Ability to benefit from dedicated investments into tools and technologies designed to make doing business easier.

Nice To Haves

  • Experience in the Florida market.

Responsibilities

  • Build wealth and develop leadership skills.
  • Serve clients by leveraging a flexible approach, a strong lineup of products, and MassMutual's stability.
  • Utilize an open architecture, cutting-edge technology, and a strong teaming model.
  • Impact product development through advisor input.
  • Meet client needs with a diversified portfolio of investment, insurance, and retirement solutions.
  • Provide a one-stop shopping hub for insurance solutions, including products not offered by the firm.
  • Differentiate through a unique business markets process to add value to conversations with business owners.
  • Offer concierge-level support, including priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources.
  • Leverage a team of seasoned investment and trust specialists for estate planning and wealth management needs.
  • Grow practice through strategic alliance programs with local financial institutions and professional firms.
  • Utilize state-of-the-art technology platforms and tools.

Benefits

  • Performance-based earnings and revenue from a diverse stream of commissions and fees.
  • Additional performance-based income structure to support first three years for inexperienced advisors.
  • Transition packages for experienced advisors.
  • Renewal commissions and recurring fee income.
  • Performance based bonus programs and expense allowances.
  • Robust retirement package with up to 10% company contributions.
  • Competitive and comprehensive medical, vision, and dental plans with subsidized premiums.
  • Life Insurance and Disability Income Insurance.
  • Paid programs for insurance licensing, SIE, Series 7, Series 66 and more.
  • Professional designation reimbursement programs.
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