Financial Advisor

2 months ago

allen, United States MassMutual Greater Richmond Full time

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

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy


Qualifications


  • Bachelor's degree in Finance or related field
  • 3+ years' of industry experience
  • Strong understanding of the investment and insurance business
  • Excellent interpersonal skills

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