Advisory Services Coordinator

6 days ago


Horsham, Pennsylvania, United States MassMutual Eastern PA Full time
Job Description

Maintain accurate records of financial transactions and ensure regulatory compliance as an Advisory Services Coordinator at MassMutual Eastern PA. Collaborate with our dynamic team to resolve complex issues, provide guidance to advisors, and coordinate communication efforts.

Key Skills and Qualifications:

  • Bachelor's degree in a relevant field or equivalent experience.
  • FINRA Series 7 and 24 licenses required within 3-6 months.
  • Industry operational and regulatory knowledge, including general securities, mutual funds, and variable and fixed annuities.
  • Excellent written and verbal communication skills.
  • Strong analytical and problem-solving abilities.

Benefits:

  • Paid training and licenses.
  • Health and insurance benefits.
  • Competitive compensation package.


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