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Wealth Management Consultant

2 months ago

Roseville, California, United States MassMutual Northern California Full time

MassMutual Northern California Locations

We are seeking both seasoned and novice financial professionals who are passionate about insurance and investments. If you are looking for a stable and reliable firm to advance your career, MassMutual Northern California is an excellent choice. Our firm provides opportunities to explore new markets, expand your product offerings, and enhance client stability.

Position Overview

We provide extensive resources for Financial Advisors that merge the advantages of large advisory firms with the entrepreneurial spirit of an independent practice. This unique combination allows us to offer an exceptional experience for Financial Advisors. Our resource model emphasizes six critical areas that directly support Advisors, enabling them to concentrate on nurturing client relationships:

  • Fee-Based Planning Platform and Support Services
  • Comprehensive Insurance Services
  • Wealth Management Solutions
  • Advisory Services
  • Marketing Support
  • Technology Resources

Qualifications and Skills

As a Financial Professional, you will have the opportunity to build your practice while assisting individuals in your community with their financial planning. We are looking for candidates who exhibit the following qualities:

  • Highly self-motivated and disciplined, capable of working independently.
  • Outgoing personality with a talent for relationship-building and a genuine desire to assist others.
  • Organized, detail-oriented, and proficient in time management.
  • Bachelor's degree in Finance, Business, or a related field, or equivalent professional experience (preferred).
  • Life, Accident, Health & FINRA Series 6 or 7 license required (to be obtained within six months of hire).
  • Knowledge of life insurance and investment products, as well as SEC, FINRA, IRS, and state insurance regulations.
  • Strong technical and analytical abilities, with proficiency in PC applications including Word, Excel, Outlook, and Zoom, and the capability to navigate multiple applications during client interactions.

Compensation and Benefits

Our compensation framework is comprehensive and robust, offering various benefit options. It allows for substantial payouts across multiple product lines with diverse planning platforms. Additionally, our model presents numerous supplemental compensation opportunities to foster practice growth while establishing an equity-based independent ownership structure.