Investment Planner

4 weeks ago


Scranton, Pennsylvania, United States MassMutual Eastern PA Full time

As a Financial Planning Strategist with MassMutual of Eastern PA in Scranton, PA, you will develop business investment strategies to assist clients in achieving their financial objectives.

Job Details:

Estimated annual salary: $90,000 - $180,000 (commission plus bonuses)

Main Responsibilities:
  • Create comprehensive financial plans tailored to clients' needs.
  • Foster relationships with investment professionals to support client objectives.
  • Verify the accuracy of financial plans to ensure alignment with clients' goals.
Requirements:
  • Bachelor's degree in finance, business, or a related field required.
  • Prior experience as a Financial Advisor or similar role is essential.
  • Strong knowledge of financial planning concepts, investment products, and market trends is necessary.
  • Excellent communication and interpersonal skills are vital.
  • Detail-oriented with a focus on exceptional client service.
About Our Firm

At MassMutual of Eastern PA, our primary objective is to empower individuals to take control of their finances. We design personalized strategies that fit their unique needs and style, helping them achieve their financial objectives. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.

Our company can offer you:

  • Paid Training and Licenses
  • Health and Insurance Benefits
  • Competitive compensation
  • Growth opportunities and more

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