Wealth Management Professional
1 week ago
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 DescriptionThe 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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Financial Manager
5 days ago
Horsham, Pennsylvania, United States MassMutual Eastern PA Full timeJob OverviewWe are seeking a seasoned Wealth Management Professional to join our team in Horsham, PA. This role involves building and maintaining strong client relationships, developing comprehensive financial plans, and creating investment portfolios that align with clients' wealth management goals.About the RoleClient Relationship Management: Develop and...
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Estate Planning Consultant
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Independent Branch Professional
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Client Support Professional
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Client Relationship Manager
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Investment Strategist
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Financial Services Specialist
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2 weeks ago
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Relationship Banking Professional
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Healthcare Professional: Patient Care Specialist
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Sales Growth Professional for Triad Metals
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Land Surveyor Manager
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Wholistic Care Professional
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Business Development Manager
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Category Management Specialist
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