Deliver personalized financial guidance and strategic planning for clients. Build and manage a client portfolio, conduct comprehensive financial assessments (retirement, investments, insurance, tax-advantaged), prepare customized plans with firm planning software, provide ongoing advice and portfolio reviews, stay current on market and regulatory changes, and collaborate with team members to ensure high-quality client experiences.

Provide comprehensive, holistic financial planning and wealth management services (life insurance, annuities, retirement, estate planning), grow or lead a book/team, and leverage MassMutualbrand, digital tools, and institutional support to enhance client outcomes and long-term relationships.