Financial Planning Consultant

4 weeks ago


Philadelphia, Pennsylvania, United States MassMutual Eastern PA Full time
Job Opportunity

We are seeking a skilled Financial Planning Consultant to join our team at MassMutual of Eastern PA. As a key member of our team, you will be responsible for developing and executing personalized investment strategies for our clients.

Key Responsibilities:

  • Conduct in-depth client consultations to understand their financial goals and objectives.
  • Assist in executing financial plans and monitoring their progress.
  • Educate clients on various investment options and potential risks to empower them in making informed decisions.
  • Establish and maintain strong client relationships through consistent communication and follow-ups.
  • Collaborate with senior financial planners and professionals to enhance service delivery standards.
  • Engage in ongoing professional development to stay up-to-date on industry trends and best practices.

Requirements:

  • Bachelor's degree in a related field (such as business or finance).
  • Minimum 1 year of experience in financial, retirement, or estate planning services.
  • FINRA Series 7 and 66, Life and Health licenses (obtained through paid training and study materials).
  • Strong understanding of mutual funds, securities, and insurance industries.
  • Desire to exceed peer expectations, strong inclination to help and educate others, and demonstrated determination to achieve long-term success.

About Us:

At MassMutual of Eastern PA, our mission is to help individuals take control of their finances. We offer a comprehensive range of insurance and investment products and services to help our clients achieve their financial goals.

What We Offer:

  • Paid training and licenses.
  • Health and insurance benefits.
  • Competitive compensation.
  • Teaming opportunities.
  • Growth opportunities.
  • Recognition and rewards.


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