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Wealth Management

2 months ago

Scranton, United States MassMutual 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:
  • Actively source and establish new leads while building strong relationships with potential clients as their trusted financial advisor
  • Create personalized financial plans tailored to each client's life changes and evolving financial needs
  • Assess the financial situation of each client to define financial goals, evaluate financial status, manage cash flow, and comprehend expectations
  • Assist clients in implementing financial recommendations covering life insurance, savings tactics, mutual funds, and a variety of financial products
  • Networking with other professionals
Qualifications:
  • A Bachelor's degree in business, finance, or a related field is a mandatory requirement for the Wealth Management Consultant position based in Scranton, PA, US.
  • Candidates are expected to have 1-2 years of prior sales experience.
  • The successful candidate will receive full support in obtaining the FINRA Series 7 and 66 certifications.
  • With our assistance, the selected candidate will also secure a Life and Health license.
  • It would be beneficial for applicants to possess some familiarity with the mutual funds, securities, and insurance industries.
  • Demonstrating a strong work ethic and the willingness to invest effort in the short term to achieve long-term success in this role is essential.
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.

What we can offer you

  • Paid Training and Licenses
  • Health and Insurance Benefits
  • Competitive compensation
  • Teaming opportunities
  • Growth opportunities
  • Recognition and Rewards