Financial Planner

MassMutual of Eastern PA is currently looking for a skilled and dynamic Wealth Management professional to join our team in Bethlehem, PA. The ideal candidate will be instrumental in delivering comprehensive financial planning and investment advisory services to clients.

If you are a dedicated professional who is passionate about helping individuals reach their financial objectives, we encourage you to apply.

Benefits:

• Attractive compensation package with performance-based bonuses. Comprehensive health, dental, and retirement benefits.
• Continuous opportunities for professional growth and development.
• Supportive and team-oriented work environment.

If you are a proactive financial expert committed to client prosperity and personal advancement, we are excited to connect with you.

Please share your resume to take the first step towards joining our team.

$60,000 + at plan commission

• Assist clients in achieving their financial objectives effectively.
• Work collaboratively with our team.
• Stay engaged in continuous education to provide guidance on investment opportunities, retirement planning, estate planning, and other financial matters.
• Cultivate long-lasting relationships with clients by maintaining open communication and regular engagement.
• Periodically review and adjust client investment portfolios and financial plans as needed, in consultation with industry experts.

• The successful candidate needs to demonstrate exceptional interpersonal and communication skills.
• Attention to detail and a commitment to providing excellent client service are crucial requirements.
• Extensive knowledge of financial planning principles, investment products, and market trends is essential.
• A bachelor's degree in finance, business, or a related field is a mandatory qualification, or equivalent experience as a Financial Advisor or in a similar role is acceptable.
• Preferred qualifications include licenses such as Series 6 & 63, as well as life and health licenses.

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