Wealth Management Professional

1 week ago


Horsham, Pennsylvania, United States MassMutual Eastern PA Full time

At MassMutual Eastern PA, we are seeking a seasoned Wealth Manager to join our team in Horsham, PA. With an estimated salary of $60,000+, this role offers a competitive compensation package and opportunities for growth.

Job Description

The ideal candidate will have over 5 years of experience in wealth management and a proven track record of success in the financial industry. Key responsibilities include:

  • Client Relationship Management: Build and maintain strong client relationships, understanding their needs and providing tailored financial advice.
  • Financial Planning: Develop comprehensive financial plans that align with clients' wealth management goals.
  • Investment Strategy: Create and manage investment portfolios, staying abreast of market trends to optimize client investments.
  • Risk Management: Evaluate and manage the risk associated with client portfolios, ensuring alignment with their risk tolerance.
  • Team Collaboration: Work with a team of financial professionals to provide holistic financial solutions to clients.
  • Business Development: Identify and pursue new business opportunities while expanding services to existing clients.
  • Continuing Education: Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and participating in professional societies.

We offer paid training and licenses, including Life and Health, Series 6 & 63, and Series 7 (optional). As a full-service financial firm, we provide insurance and investment products and services for individuals and their families, busy executives, and professionals.


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