Financial Advisor

2 weeks ago

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

MassMutual of Eastern PA is seeking a talented and motivated Financial Advisor to enhance our team. The ideal candidate will play a crucial role in providing thorough financial planning and investment advisory services to our clientele.

If you are a committed professional with a passion for assisting individuals in achieving their financial goals, we invite you to consider this opportunity.

Benefits:

  • Competitive compensation structure with performance-related bonuses. Comprehensive health, dental, and retirement benefits.
  • Ongoing opportunities for professional development and growth.
  • A collaborative and supportive work environment.

If you are a proactive financial professional dedicated to client success and personal growth, we look forward to connecting with you.

Compensation:

$60,000 plus commission based on performance.

Key Responsibilities:

  • Perform comprehensive financial evaluations and analyses to assist clients in effectively reaching their financial goals.
  • Collaborate with our team to ensure the best outcomes for clients.
  • Engage in continuous learning to provide informed guidance on investment strategies, retirement planning, estate planning, and other financial matters.
  • Build and maintain enduring relationships with clients through open communication and regular follow-ups.
  • Regularly review and modify client investment portfolios and financial strategies as necessary, in collaboration with industry specialists.

Qualifications:

  • The ideal candidate must exhibit outstanding interpersonal and communication abilities.
  • Attention to detail and a strong commitment to delivering exceptional client service are essential.
  • In-depth knowledge of financial planning concepts, investment vehicles, and market dynamics is required.
  • A bachelor’s degree in finance, business, or a related discipline is essential, or equivalent experience in a similar role.
  • Preferred qualifications include relevant licenses such as Series 6 & 63, along with life and health insurance licenses.

About Us
MassMutual of Eastern PA is dedicated to empowering individuals to take control of their financial futures. By crafting tailored strategies that align with personal needs and preferences, we assist clients in achieving their financial aspirations. As a comprehensive financial services firm, we provide insurance and investment solutions for individuals, families, busy executives, and professionals.

What We Offer:

  • Paid training and licensing opportunities
  • Health and insurance benefits
  • Competitive salary
  • Team collaboration opportunities
  • Career advancement prospects
  • Recognition and rewards for achievements

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