Financial Planning Consultant

MassMutual Eastern PA

Financial Planning Consultant

Philadelphia, PA
Full Time
Paid
  • Responsibilities

    We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities: • Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses. • Build and maintain long-term client relationships based on trust and expertise. • Leverage MassMutual’s robust network of specialists, including tax, estate planning, business development, and wealth management teams. • Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients. • Maintain all necessary licenses and adhere to compliance standards. Qualifications: • Requires a Bachelor’s degree in finance, business administration, or related field • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • 2+ years of experience as a financial advisor, wealth manager, or related role. • Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain). • Strong relationship-building, communication, and analytical skills. • Commitment to ethical, client-centered advice. Compensation: $70,000

    • Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses. • Build and maintain long-term client relationships based on trust and expertise. • Leverage MassMutual’s robust network of specialists, including tax, estate planning, business development, and wealth management teams. • Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients. • Maintain all necessary licenses and adhere to compliance standards.

  • Compensation
    $70,000 per year