Wealth Management Professional
4 weeks ago
MassMutual of Eastern PA is seeking a skilled Wealth Management Consultant to join our team in Scranton, PA. As a trusted financial advisor, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.
Key Responsibilities- Source and establish new leads, building strong relationships with potential clients as their trusted financial advisor
- Create customized financial plans tailored to each client's unique needs and circumstances
- Assess the financial situation of each client to define financial goals, evaluate financial status, manage cash flow, and comprehend expectations
- Assist clients in implementing financial recommendations covering life insurance, savings strategies, mutual funds, and a variety of financial products
- Network with other professionals to stay up-to-date on industry developments and best practices
- A Bachelor's degree in business, finance, or a related field is a mandatory requirement for this position
- Candidates should have 1-2 years of prior sales experience
- The successful candidate will receive full support in obtaining the FINRA Series 7 and 66 certifications
- With our assistance, the selected candidate will also secure a Life and Health license
- Familiarity with the mutual funds, securities, and insurance industries is beneficial
- A strong work ethic and willingness to invest effort in the short term to achieve long-term success in this role is essential
We are a full-service financial firm dedicated to helping individuals and families achieve their financial goals. Our team is passionate about providing personalized financial solutions and exceptional customer service.
What we offer
- Paid Training and Licenses
- Health and Insurance Benefits
- Competitive compensation
- Teaming opportunities
- Growth opportunities
- Recognition and Rewards
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