MassMutual Eastern PA is actively seeking a dedicated and experienced Financial Planner to join our team in Horsham, PA. In this role, you will have the opportunity to utilize your financial expertise to provide personalized planning services to clients. We are looking for someone who is not only knowledgeable in areas such as investment strategies, retirement planning, and risk management but also passionate about making a positive impact in the community.
If you are committed to helping individuals and families achieve their financial goals while fostering meaningful relationships, we encourage you to apply and become part of our mission to enhance the financial well-being of your potential clients.
Responsibilities
As a Financial Advisor at MassMutual, Eastern PA, with over 5 years of experience, your responsibilities will include:
* Client Relationship Management: Build and maintain strong, long-lasting client relationships. Understand client needs and provide 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.
* 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.
Qualifications
* To succeed in this role with us, you should have an entrepreneurial mindset that drives you to take initiative and seek opportunities for growth.
* You must have a strong desire to shape your own future and be committed to achieving successful outcomes.
* A genuine passion for assisting and educating individuals is essential for excelling in this position.
* The ability to work diligently in the short term to pave the way for long-term accomplishments is key.
* We provide training and licenses including Life and Health, Series 6 & 63, and Series 7 (optional).
Compensation
$60,000+ at plan commission
About MassMutual Eastern PA
At MassMutual of Eastern PA, our primary objective is to help people take hold of their finances. By designing strategies that fit their personal needs and style, we can help them attain their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.
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