Wealth Management Professional
1 month ago
MassMutual of Eastern PA is seeking a skilled and dedicated Wealth Management professional to join our team in Bethlehem, PA.
The ideal candidate will play a key role in delivering comprehensive financial planning and investment advisory services to clients, helping them achieve their financial objectives.
We are looking for a proactive financial expert with a strong desire to assist individuals in achieving their financial goals.
The successful candidate will be responsible for:
- Assisting clients in achieving their financial objectives effectively.
- Working collaboratively with our team to deliver exceptional client service.
- Staying engaged in continuous education to provide guidance on investment opportunities, retirement planning, estate planning, and other financial matters.
- Cultivating long-lasting relationships with clients by maintaining open communication and regular engagement.
- Periodically reviewing and adjusting client investment portfolios and financial plans as needed, in consultation with industry experts.
The successful candidate will possess:
- Exceptional interpersonal and communication skills.
- Attention to detail and a commitment to providing excellent client service.
- Extensive knowledge of financial planning principles, investment products, and market trends.
- A bachelor's degree in finance, business, or a related field, or equivalent experience as a Financial Advisor or in a similar role.
- Preferred qualifications include licenses such as Series 6 & 63, as well as life and health licenses.
About MassMutual of Eastern PA
We are a full-service financial firm dedicated to helping individuals and their families achieve their financial goals. We offer insurance and investment products and services, and we are committed to providing exceptional client service.
What we can offer you
- Paid Training and Licenses
- Health and Insurance Benefits
- Competitive compensation
- Teaming opportunities
- Growth opportunities
- Recognition and Rewards
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