Wealth Management Consultant

2 weeks ago


Horsham, Pennsylvania, United States MassMutual Eastern PA Full time
Position Overview

MassMutual Eastern PA is actively seeking a skilled Financial Advisor to enhance our dynamic team. This role is ideal for an individual with extensive experience in wealth management and a solid track record in the financial services industry.

Compensation Structure:

Our compensation plan starts at $60,000+ based on commission.

Key Responsibilities:

As a Financial Advisor, your primary duties will encompass:

  • Client Relationship Development: Cultivate and sustain enduring relationships with clients, ensuring a deep understanding of their financial aspirations.
  • Comprehensive Financial Planning: Formulate detailed financial strategies that align with clients' objectives for wealth accumulation.
  • Investment Portfolio Management: Design and oversee investment portfolios, remaining informed about market dynamics to enhance client returns.
  • Risk Assessment: Analyze and manage risks associated with client investments, ensuring alignment with their risk profiles.
  • Collaborative Teamwork: Collaborate with fellow financial experts to deliver integrated financial solutions.
  • Business Development: Identify and capitalize on new business prospects while expanding offerings to current clients.
  • Professional Development: Stay updated with industry knowledge through workshops, literature, and professional associations.

These responsibilities are vital for delivering strategic insights and support, enabling clients to effectively grow and safeguard their wealth.

Qualifications:
  • A proactive mindset that encourages initiative and the pursuit of growth opportunities.
  • A strong commitment to shaping your professional journey and achieving favorable outcomes.
  • A genuine enthusiasm for guiding and educating clients is crucial for success in this role.
  • The ability to focus on immediate tasks to secure long-term achievements is essential.
  • Required licenses include Life and Health, Series 6 & 63, with Series 7 being optional.
About MassMutual Eastern PA

Our mission at MassMutual Eastern PA is to empower individuals to take control of their financial futures. By crafting personalized strategies that resonate with their unique needs, we assist clients in reaching their financial objectives. As a comprehensive financial services provider, we offer a range of insurance and investment solutions tailored for individuals, families, and professionals.

What We Offer:

  • Comprehensive Training and Licensing Support
  • Health and Insurance Benefits
  • Competitive Compensation Packages
  • Collaborative Team Environment
  • Opportunities for Professional Growth
  • Recognition and Incentives


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