Senior Financial Advisor — Experienced

Overview

Senior Financial Advisor — Experienced & Ready for Change

Location:

Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid)

You’ve built a solid practice. Now you’re ready for more opportunity, more support, and a stronger platform to take it further. At Mass Mutual Northern California, experienced advisors can align with a firm that values independence while providing the infrastructure and resources to scale.

• Expanding your practice with access to our Wealth, Advisory, and Insurance platforms.
• Leveraging a full suite of planning and technology resources.
• Partnering with specialists to deliver advanced planning strategies to your clients.
• Enjoying the flexibility of running your practice your way—with institutional support.

• 5+ years of experience as a financial or wealth advisor.
• Active Life & Health license and FINRA licensing (Series 7 & 66 or equivalent).
• Established book of business and interest in growth opportunities.
• Looking for a culture that values collaboration and long-term vision.

• A respected firm with 170+ years of stability and innovation.
• Equity-based growth model with succession planning support.
• Local leadership that actually knows your name and your goals.
• Diverse investment Offerings
• Unparalleled support & Resources
• Open Architecture & Entrepreneurial Structure
• In-house support

Compensation:
From $300,000 to $500,000 per year