Financial Wealth Manager

2 weeks ago

Bethlehem, United States MassMutual of Eastern PA Full time
Job DescriptionJob Description

MassMutual of Eastern PA in Bethlehem, PA is seeking a dynamic and experienced Wealth Management to join our team. The ideal candidate will play a key role in providing comprehensive financial planning and investment advisory services to their clients. If you are a motivated professional with a passion for helping individuals achieve their financial goals, we invite you to apply.

Benefits:

  • Competitive compensation and performance-based incentives.
  • Health, dental, and retirement benefits.
  • Ongoing professional development opportunities.
  • Positive and collaborative work environment.


If you are a results-driven financial professional with a commitment to client success and a personal growth mindset, we'd love to hear from you. Please submit your resume.

Compensation:

$60,000 + at plan commission

Responsibilities:

  • Perform comprehensive financial evaluations and analyses to guide clients toward meeting their financial goals.
  • Collaborate with our team to develop customized financial strategies that align with clients’ unique goals, risk preferences, and economic situations.
  • Engage in continuous learning to counsel on investment options, retirement preparation, estate planning, and various other fiscal matters.
  • Foster enduring client connections by maintaining open lines of communication and consistent interaction.
  • Act as a trusted consultant, offering unwavering support that resonates with our clients’ financial aspirations.
  • Regularly reassess client investment portfolios and modify planning approaches as necessary, in consultation with our industry’s specialists.
Qualifications:
  • The ideal candidate must possess exceptional interpersonal and communication skills.
  • Attention to detail and a dedication to delivering outstanding client service are essential qualities.
  • Extensive knowledge of financial planning principles, investment products, and market trends is a must.
  • A bachelor's degree in finance, business, or a related field is a mandatory requirement, or relevant experience as a Financial Advisor or in a similar role is acceptable.
  • Preferred, though not obligatory, are licenses such as Series 6 & 63, as well as life and health licenses.
About Company

At MassMutual of Eastern PA, our primary objective is to help people take hold of their finances. By designing strategies that fit their personal needs and style, we can help them attain their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.

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