Financial Advisor

4 weeks ago

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

About the job

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.


Compensation:

$75,000+ at plan commission yearly

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
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products


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
  • The willingness to push hard in the short term in order to enjoy long-term success


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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