Job Description

Financial Planner

MassMutual Eastern PA| MassMutual Greater Philadelphia

Bala Cynwyd, PA

MassMutual, in Bala Cynwyd, PA, seeks a talented and dynamic Financial Planner and Management professional to become a valuable part of our Bala Cynwyd, PA team.

The perfect candidate will play a key role in delivering comprehensive financial planning and investment advisory services to clients.

Are you a devoted professional with a strong desire to assist individuals in achieving their financial goals?

We invite you to apply and be a part of our team.

• Competitive compensation package including performance-based bonuses.
• Extensive health, dental, and retirement benefits.
• Ongoing opportunities for professional development.
• Collaborative and supportive work environment.

If you are a proactive financial expert dedicated to client success and personal growth, we are eager to hear from you. Take the first step towards joining our team by submitting your resume today.

Responsibilities

• Assist clients in achieving their financial objectives effectively.
• Work collaboratively with our team.
• Stay engaged in continuous education to provide guidance on investment opportunities, retirement planning, estate planning, and other financial matters.
• Cultivate long-lasting relationships with clients by maintaining open communication and regular engagement.
• Periodically review and adjust client investment portfolios and financial plans as needed, in consultation with industry experts.

Qualifications

• The successful candidate needs to demonstrate exceptional interpersonal and communication skills.
• Attention to detail and a commitment to providing excellent client service are crucial requirements.
• Extensive knowledge of financial planning principles, investment products, and market trends is essential.
• A bachelor's degree in finance, business, or a related field is a mandatory qualification, or equivalent experience as a Financial Advisor or in a similar role is acceptable.
• Preferred qualifications include licenses such as Series 6 & 63, as well as life and health licenses.

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.

What we can offer you!

• Paid Training and Licenses
• Health and Insurance Benefits
• Competitive compensation
• Growth opportunities and much more.

Job Tags

Similar Jobs