Job Opportunity and Description: Are you searching for a rewarding opportunity in Greater Philadelphia, PA? - Do you enjoy providing tailored investment strategies to assist clients in achieving their financial objectives and are you interested in approaching clients with a comprehensive understanding of their financial circumstances? Explore the Financial Planner Consultant position! What You'll Receive: • Autonomy: Manage your client relationships and data independently, driving your practice forward. • Specialized Tools: Access cutting-edge resources and training programs for expert support and guidance. • Diverse Income Streams: Benefit from various revenue sources under a flexible contract, working with top companies and products. • Collaborative Partnerships: Engage with a reputable broker-dealer and corporate RIA to expand your business capabilities. • Pursuit of Excellence: Be part of a team committed to surpassing expectations and fostering long-term client trust, backed by MassMutual's renowned reliability and financial stability. This position is tailored for professionals aiming to elevate their practice with the backing of a well-regarded industry pioneer. Responsibilities: Job Responsibilities: • Client Goal Assessment: Help customers figure out their financial goals and design plans that fit their needs. • Portfolio Management: Review and adjust customer investment portfolios based on their life changes, financial performance, or shifts in the economy. • Financial Analysis: Look over financial reports, investment performance, and income projections to offer informed advice to clients. • Strategic Recommendations: Propose suitable financial strategies or connect customers with specialized advisors for further consultation. • Client Communication: Engage with clients regularly to stay updated on any changes in their financial status. • Network Expansion: Build and maintain relationships with a network of current and prospective clients. • Financial Guidance: Offer expert advice and direction to clients on various financial planning options and approaches. Qualifications: • Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in the financial, retirement, and estate planning field or in marketing these services. • Possess a Bachelor's degree in business, finance, or a related field • Obtain a FINRA Series 7 and 66 with help from the company • Get a Life and health license with assistance from the organization • Have an understanding of the mutual funds, securities, and insurance industries • Desire to exceed the expectations of peers • Strong inclination to help and teach others • Determination to succeed in the long term by working hard in the short term • Experience in sales is desirable • Hold an enterprising attitude and a drive to build a business Compensation: $55,000 - $200,000 yearly

• Job Responsibilities: • Client Goal Assessment: Help customers figure out their financial goals and design plans that fit their needs. • Portfolio Management: Review and adjust customer investment portfolios based on their life changes, financial performance, or shifts in the economy. • Financial Analysis: Look over financial reports, investment performance, and income projections to offer informed advice to clients. • Strategic Recommendations: Propose suitable financial strategies or connect customers with specialized advisors for further consultation. • Client Communication: Engage with clients regularly to stay updated on any changes in their financial status. • Network Expansion: Build and maintain relationships with a network of current and prospective clients. • Financial Guidance: Offer expert advice and direction to clients on various financial planning options and approaches.