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Investment Advisor

2 months ago

Horsham, Pennsylvania, United States MassMutual Eastern PA Full time
Position Overview:
MassMutual Eastern PA is on the lookout for a skilled Financial Advisor to enhance our team. This role is essential for a professional with extensive knowledge in wealth management and a proven history of achievements in the financial sector.

Key Responsibilities:

Client Engagement:
Foster and nurture enduring client relationships. Assess client requirements and deliver customized financial guidance.

Comprehensive Financial Planning:
Formulate detailed financial strategies that align with clients' wealth objectives.

Investment Management:
Design and oversee investment portfolios, keeping up with market developments to maximize client returns.

Risk Assessment:
Analyze and manage the risks associated with client investments, ensuring they are in line with their risk appetite.

Collaborative Approach:
Partner with a group of financial experts to offer integrated financial solutions to clients.

Business Growth:
Seek and develop new business prospects while enhancing services for current clients.

Professional Development:
Stay updated with industry knowledge by attending training sessions, reviewing industry literature, and engaging in professional organizations.

These tasks are vital for delivering strategic advice and support, assisting clients in effectively growing and safeguarding their wealth.

Qualifications:
- An entrepreneurial mindset
- A commitment to achieving personal and professional goals
- A passion for assisting and educating clients
- A readiness to exert effort in the short term for long-term benefits
- Required licenses (Life and Health, Series 6 & 63, Series 7 optional)

Compensation:
$60,000+ at plan commission