Wealth Management Professional

4 weeks ago


Scranton, Pennsylvania, United States MassMutual Eastern PA Full time
Job Overview

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
Requirements
  • 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
About MassMutual of Eastern PA

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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