Financial Services Professional

4 weeks ago


Horsham, Pennsylvania, United States MassMutual of Eastern PA Full time

Financial Advisor Opportunity at MassMutual Eastern PA

MassMutual Eastern PA is seeking a seasoned Financial Advisor to join our team in a pivotal role. As a Financial Advisor at MassMutual, Eastern PA, with over 5 years of experience, your responsibilities will include:

Key Responsibilities
  • Client Relationship Management: Build and maintain strong, long-lasting client relationships, understanding client needs and providing tailored financial advice.
  • Financial Planning: Develop comprehensive financial plans that align with clients' wealth management goals.
  • Investment Strategy: Create and manage investment portfolios, staying abreast of market trends to optimize client investments.
  • Risk Management: Evaluate and manage the risk associated with client portfolios, ensuring alignment with their risk tolerance.
  • Team Collaboration: Work with a team of financial professionals to provide holistic financial solutions to clients.
  • Sales and Business Development: Identify and pursue new business opportunities while expanding services to existing clients.
  • Continuing Education: Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and participating in professional societies.

These responsibilities are crucial for providing clients with strategic guidance and support, helping them to grow and protect their wealth effectively.

Requirements
  • An entrepreneurial mindset
  • A desire to control your own destiny and outcome
  • A passion for helping and educating people
  • The willingness to push hard in the short-term in order to enjoy long-term success
  • Licenses required (Life and Health, Series 6 & 63, Series 7 (optional)


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