Financial Advisor
6 days ago
MassMutual Eastern PA is seeking a seasoned Financial Advisor to help individuals and families achieve their financial goals. As a key member of our team, you will be responsible for building and maintaining strong client relationships, providing tailored financial advice, and creating comprehensive financial plans.
Key Responsibilities- Client Relationship Management: Develop and maintain strong, long-lasting relationships with clients, understanding their needs and providing personalized financial guidance.
- Financial Planning: Create and implement comprehensive financial plans that align with clients' wealth management goals, ensuring their financial well-being and security.
- Investment Strategy: Develop and manage investment portfolios, staying up-to-date with market trends to optimize client investments and achieve their financial objectives.
- Risk Management: Evaluate and manage the risk associated with client portfolios, ensuring alignment with their risk tolerance and financial goals.
- Team Collaboration: Work closely with a team of financial professionals to provide holistic financial solutions to clients, ensuring their financial needs are met.
- Sales and Business Development: Identify and pursue new business opportunities, expanding services to existing clients and growing the business.
- Continuing Education: Stay current with industry developments, attending educational workshops, reviewing professional publications, and participating in professional societies to maintain professional and technical knowledge.
- Entrepreneurial mindset with a strong desire to take initiative and seek opportunities for growth.
- Ability to work diligently in the short term to pave the way for long-term accomplishments.
- Genuine passion for assisting and educating individuals, with a strong commitment to achieving successful outcomes.
- Necessary licenses include Life and Health, Series 6 & 63, and Series 7 (optional).
At MassMutual of Eastern PA, our primary objective is to help people take control of their finances. By designing strategies that fit their personal needs and style, we can help them achieve their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.
We offer a range of benefits, including paid training and licenses, health and insurance benefits, competitive compensation, teaming opportunities, growth opportunities, recognition, and rewards.
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