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Wealth Management Consultant

2 months ago

Scranton, United States MassMutual of Eastern PA Full time
Job DescriptionJob DescriptionSeeking a rewarding role in Scranton, PA, US? Passionate about providing investment guidance to support clients in achieving their financial objectives? Skilled in fostering enduring connections and effortlessly establishing new relationships?Compensation:

$75,000+ at plan commission yearly

Responsibilities:
  • Proactively seek out and establish new leads while cultivating strong relationships with prospective clients as their trusted financial advisor
  • Develop customized financial plans that cater to the individual life changes and evolving financial requirements of each client
  • Evaluate the financial details of each client to set financial objectives, assess financial status, manage cash flow, and understand expectations
  • Aid clients in executing financial suggestions encompassing life insurance, savings strategies, mutual funds, and various financial products
Qualifications:
  • A Bachelor's degree in business, finance, or a related field is required for this Wealth Management position in Scranton, PA, US
  • Candidates should have 1-2 years of sales experience
  • With our assistance, the successful candidate will acquire FINRA Series 7 and 66 certifications
  • The selected candidate will also obtain a Life and Health license with our support
  • Some familiarity with mutual funds, securities, and insurance industries would be advantageous
  • Applicants should demonstrate a strong work ethic and be willing to put in the effort in the short term to achieve long-term success in this role
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.