Current jobs related to Financial Wealth Advisor - Arcadia, California - MassMutual Greater Los Angeles

  • Financial Services Professional

    2 weeks ago

    Arcadia, California, United States MassMutual Greater Los Angeles Full time

    About UsMassMutual Greater Los Angeles is a dynamic branch of MassMutual, a world-renowned financial institution with a rich heritage and forward-thinking approach. Our strength lies in our holistic approach to serving clients' financial needs and our commitment to their long-term financial well-being.The OpportunityWe are seeking a Financial Advisor to own...

  • Financial Services Professional

    2 weeks ago

    Arcadia, California, United States MassMutual Greater Los Angeles Full time

    About Us:MassMutual Greater Los Angeles is a dynamic and high-performing branch of MassMutual, a world-renowned financial institution with a rich heritage and forward-thinking approach.We pride ourselves on our holistic approach to serving clients' financial needs and our commitment to their long-term financial well-being.Our team-oriented environment...

  • Concierge Program Assistant Coordinator

    3 weeks ago

    Arcadia, California, United States MassMutual Greater Los Angeles Full time

    About MassMutual Greater Los AngelesMassMutual Greater Los Angeles is a thriving financial services cooperative dedicated to helping individuals secure their future and protect their loved ones. With a rich heritage dating back to 1851, we provide a diverse range of insurance, retirement, and investment products and services.The OpportunityWe are seeking an...

  • Concierge Program Assistant Coordinator

    2 weeks ago

    Arcadia, California, United States MassMutual Greater Los Angeles Full time

    About MassMutual Greater Los AngelesMassMutual Greater Los Angeles is a thriving financial services cooperative committed to helping people secure their future and protect the ones they love. With a rich heritage dating back to 1851, we provide a broad range of insurance, retirement, and investment products and services.The OpportunityWe are seeking an...

  • Sales Associate II

    4 weeks ago

    Arcadia, California, United States Tapestry Full time

    About CoachCoach is a global fashion house founded in New York in 1941. Our mission is to create beautiful things, crafted to last, for individuals to express themselves authentically. As a member of the Tapestry family, we are part of a global house of brands committed to innovation and inclusivity.Job SummaryWe are seeking a Sales Associate II to join our...

  • Wealth Relationship Manager

    2 months ago

    Arcadia, United States HSBC Full time

    Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world –...

  • Wealth Relationship Manager

    4 weeks ago

    Arcadia, United States HSBC Full time

    Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world –...

  • School-Based Psychologist Student Counseling and Intervention Expert

    1 month ago

    Arcadia, United States BlazerJobs Full time

    Job DescriptionJob DescriptionMinimum 1+ years school psychologist experience required.School Psychologist Arcadia, FLBlazer Jobs is looking for a compassionate and experienced School Psychologist to join our team in Arcadia, FL. In this role, you will provide psychological evaluations, counseling, and behavior management support to ensure students are...

Financial Wealth Advisor

2 months ago

Arcadia, California, United States MassMutual Greater Los Angeles Full time
Position Overview

At MassMutual Greater Los Angeles, we are committed to demystifying the intricacies of wealth management for our clients. Our mission is to support them in reaching their financial aspirations, ensuring their families' security, and enhancing the overall prosperity of their communities.

We are in search of a Wealth Manager who will be instrumental in overseeing, safeguarding, and augmenting our clients' financial assets. In this role, you will collaborate closely with clients to craft tailored financial strategies and offer guidance on a variety of financial products and investment opportunities.

Key Responsibilities:
  • Evaluate clients' financial conditions and formulate investment approaches
  • Establish long-term objectives and cultivate strategic partnerships with clients
  • Work in conjunction with interdisciplinary teams to synchronize clients' financial strategies
  • Ensure adherence to industry standards and company policies
  • Deliver continuous client support and address inquiries in a timely manner
Qualifications:
  • Bachelor's degree in Finance, Economics, or a related discipline
  • A minimum of five years in wealth management
  • Possession of relevant licenses (Series 7, 63, and/or 66) along with Life and Health License
  • In-depth understanding of financial products and investment methodologies
  • Exceptional communication and interpersonal abilities
Preferred Qualifications:
  • Advanced degree in Financial Planning or Business Administration
  • Certified Financial Planner (CFP) designation or intent to pursue
  • Prior experience with a prominent financial services organization
  • Familiarity with financial planning software and tools
  • Enthusiasm for staying updated on economic and financial market developments