Financial Planning Consultant
6 hours ago
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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