At MassMutual Greater Los Angeles, we first learn what is important to you and your goals for the future. Then, we assess where you stand financially, and identify strategies that will help you achieve your goals. We also help implement those strategies and monitor their effectiveness. This way, we can help make sure that as life unfolds, you remain on track for financial success.

Based in Arcadia, CA, we are the wealth management resource for thousands of individuals, families and businesses in California. Our management team has over 250 combined years of industry experience and knowledge to share with you. In addition, our financial professionals have advanced designations in comprehensive financial solutions, and our special care planners can help develop a life care plan if you are caring for a loved one with a disability or other special need.

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MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, member SIPC.

Industry: Financial Services
Company Size: 51-200 employees

MassMutual Greater Los Angeles

Savvy Admin PROD

**About Us**

MassMutual Pacific is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial needs and our commitment to their long-term financial wellbeing. Operating in a fast-paced, team-oriented environment, MassMutual Pacific fosters a culture of collaboration, continuous learning, and service to community.

**The Opportunity**

We are seeking a Financial Advisor to join our team. Here at MassMutual Pacific you will own your book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals. You will be able to trust in the fact that you are joining a rapidly-growing company in which you will have the unique ability to greatly impact our future trajectory.

**What's In It For You**

- Unlimited compensation potential

- One on One mentorship

- Digital Platforms

- Support and resources from a top 7 Broker Dealer locally and nationally

- Culture of collaboration and teamwork

**Job Responsibilities**

- Cultivate client relationships

- Advise clients on investment strategies, aligning with their financial goals and risk tolerance.

- Develop in-depth knowledge of our products and services to recommend suitable solutions based on client needs.

- Communicate effectively with clients to build long-lasting relationships

- Monitor financial market trends to ensure that the client's plans are effective.

- Complying with all industry rules and regulations, and with the company's policies.

**Desired Qualifications**

- 3-5 years experience as a Financial Advisor or similar role.

- Health and Life License

- Successful completion of FINRA Series 7 and 66 exams.

- Strong critical thinking skills and ability to solve complex problems.

- Exceptional interpersonal and relationship building skills.

- A Bachelor's degree in finance or a related field.

**Nice-to-Haves**

- CFP (Certified Financial Planner) certification

- Understanding and experience with financial planning software

- Proven track record of success in a sales role

- Experience with CRM software, ideally Salesforce.

- Passionate about providing excellent client service.

Financial Advisor

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

For information on Citi’s commitment to privacy, visit on.citi/privacy.

Industry: Financial Services
Company Size: 10,001+ employees

Citi

The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

**Responsibilities:**

- Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.

- Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.

- Conduct sophisticated economic and financial market analyses.

- Analyze economic trends/activities and advise the effects on the investors' portfolios

- Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.

- Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.

- Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

**Qualifications:**

- 6-10 years of experience

- US: Registered FINRA Series 7. In addition, Series 66 (or Series 63 and 65) is required for CGMI.

- Group 1 insurance

- Proficient in software applications (ex. Microsoft Word, Excel)

- Knowledge of Bloomberg a definite asset

- Ability to communicate with co-workers and clients.

- Excellent written and communication skills.

- Strong financial background

**Education:**

- Bachelor's/University degree, Master's degree preferred

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**Job Family Group:**

Private Client Coverage

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**Job Family:**

Financial Planning Services

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**Time Type:**

Full time

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**Primary Location:**

Pasadena California United States

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**Primary Location Full Time Salary Range:**

$70,000.00 - $120,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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**Most Relevant Skills**

Please see the requirements listed above.

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**Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.

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**Anticipated Posting Close Date:**

Feb 10, 2026

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~~Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.~~

~~If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.~~

Senior Wealth Advisor SAFE Act

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