Senior Financial Strategist

5 days ago


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

We are seeking a Senior Financial Strategist to join our team at MassMutual of Eastern PA. As a key member of our financial services team, you will be responsible for developing and executing personalized investment strategies to help clients achieve their financial goals.

Responsibilities
  • Create comprehensive financial plans tailored to individual client needs.
  • Cultivate long-lasting relationships with clients through exceptional communication and follow-up.
  • Collaborate with senior financial planners and professionals to elevate service delivery standards.
  • Educate clients on various investment options and potential risks to empower informed decision-making.
Qualifications
  • Bachelor's degree in a related field (business or finance).
  • Minimum 1 year of experience in financial, retirement, or estate planning services.
  • Possess a deep understanding of mutual funds, securities, and insurance industries.
Compensation and Benefits

$55,000 - $200,000 per annum, depending on performance and experience. Benefits include paid training and licenses, health and insurance benefits, competitive compensation, and growth opportunities.



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