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Wealth Management Professional

2 months ago

Grand Rapids, Michigan, United States MassMutual Great Lakes Full time
Unlock Your Potential as a Wealth Advisor

At MassMutual Great Lakes, we're seeking a talented and ambitious Wealth Advisor to join our team. As a key member of our organization, you'll have the opportunity to build and grow your own financial advisory practice, leveraging our resources and expertise to drive success.

Key Responsibilities:

  • Prospecting and Relationship Building: Identify and engage with potential clients, utilizing your entrepreneurial skills to grow your client base and establish strong relationships.
  • Comprehensive Financial Planning: Develop tailored financial plans that align with clients' goals and risk tolerance, serving as a trusted advisor in their financial journey.
  • Investment Management: Provide expert investment advice and portfolio management, adjusting strategies as needed to ensure clients meet their financial objectives.
  • Client Relationship Management: Foster and maintain long-lasting client relationships through exceptional service, positioning yourself as a trusted advisor.
  • Continuous Learning and Adaptation: Stay informed on industry trends, new investment strategies, and regulatory changes, applying this knowledge to innovate and enhance your practice.

Requirements:

  • FINRA Series 7 & 66 Registration: Essential for providing comprehensive financial advice.
  • Experience: A minimum of 5 years in wealth management, financial planning, or investment management, with a proven track record of success.
  • Certified Financial Planner (CFP): Preferred, as it demonstrates a commitment to the highest standards in financial planning.
  • Analytical Skills: Strong analytical and quantitative skills essential for making informed financial decisions.
  • Communication Skills: Exceptional ability to explain complex financial concepts in a clear and engaging manner.
  • Portfolio Management: Proven ability to manage large client portfolios and foster deep client relationships, driving growth and client satisfaction.

About MassMutual Great Lakes:

As part of MassMutual Financial Group, a company with a rich history dating back to 1851, we're driven by a mutuality that prioritizes the success of our policyholders and advisors. Our A++ rating from AM Best and recognition as one of the World's Most Ethical Companies by Ethisphere reflect our enduring strength and integrity. We offer a platform for entrepreneurial advisors to build thriving practices, with personalized, strategic planning that fosters wealth growth, protection, and management for generations.

Join us at MassMutual Great Lakes and become part of a legacy of excellence and innovation. Seize the opportunity to shape your own path, make a meaningful impact, and achieve your personal, professional, and financial goals.