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Wealth Management Consultant

2 months ago

Pittsburgh, Pennsylvania, United States MassMutual Pittsburgh Full time
Position Title:

Wealth Management Consultant Opportunity

Join a distinguished financial advisory firm focused on empowering clients to realize their financial aspirations. This is an opportunity to collaborate with a team of seasoned professionals dedicated to fostering your development and success in the financial sector.

About the Firm:

We are a well-respected financial advisory and wealth management organization serving a broad clientele. Our mission is to deliver exceptional financial solutions, emphasizing sustainable financial growth and client satisfaction.

Key Responsibilities:
  • Establish and enhance client relationships
  • Evaluate client financial objectives and create tailored strategies
  • Provide insights on a variety of financial products and services
  • Execute and oversee financial strategies
  • Cultivate and maintain client rapport
  • Remain informed on financial developments and regulatory changes
Qualifications:
  • Possession of a Life Accident and Health License or the ability to secure one within three months
  • A degree in Finance, Business, or a related discipline
  • Competence in financial software and tools
  • Understanding of financial regulations and industry standards
  • Excellent communication and interpersonal abilities
Preferred Skills:
  • SIE, FINRA 7 and 66 certifications or the ability to obtain them within six months
  • Professional credentials such as CFP or CFA
  • Experience with customer relationship management systems
  • A robust network within the local community
  • Prior experience in client-facing roles within insurance or investment sectors
  • A commitment to fostering long-term client relationships

For more information about this rewarding career opportunity, please reach out to our recruitment team, where you can expand your financial services practice with a collaborative group of experts and continuous learning opportunities.