Financial Advisor

MassMutual of Eastern PA

Financial Advisor

Bethlehem, PA +1 location
Full Time
Paid
  • Responsibilities

    Are you a Financial Advisor searching for a rewarding opportunity in Scranton, PA, US? - Do you enjoy providing tailored investment strategies to assist clients in achieving their financial objectives? Are you skilled in developing financial blueprints and verifying data meticulously for precision? Responsibilities: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Qualifications: • Bachelor's degree in business, finance, or a related field • 1-2 years of sales experience • Will obtain with our help FINRA Series 7 and 66 • Will obtain with our help Life and health license • Some prior knowledge of mutual funds, securities, and insurance industries is helpful Compensation: $75,000+ at plan commission yearly

    • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products

  • Locations
    Bethlehem, PA • Scranton, PA