Senior Financial Consultant
4 weeks ago
Unlock Your Potential as a Financial Advisor with MassMutual Eastern PA
We are seeking a seasoned Financial Advisor to join our Horsham, PA team. As a Financial Advisor at MassMutual, Eastern PA, you will be responsible for building and maintaining strong client relationships, developing comprehensive financial plans, and creating investment portfolios that align with clients' wealth management goals.
Key Responsibilities:
- Client Relationship Management: Build and maintain strong, long-lasting client relationships, understanding client 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.
- Sales and 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.
Qualifications:
- An entrepreneurial mindset that drives you to take initiative and seek opportunities for growth.
- A strong desire to shape your own future and be committed to achieving successful outcomes.
- A genuine passion for assisting and educating individuals.
- The ability to work diligently in the short term to pave the way for long-term accomplishments.
- Necessary licenses include Life and Health, Series 6 & 63, and Series 7 (optional).
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