Location
Bethlehem, PA | United States
Job description
Financial Advisor - Bethlehem, PA
Looking for an exciting career opportunity with a well-established financial services firm?
Join MassMutual of Eastern PA as a Financial Advisor. We are seeking qualified individuals to provide financial guidance to our clients, helping them achieve their financial goals through insurance and investment products.
Our team of experienced professionals and mentors will support you every step of the way. We equip our advisors with cutting-edge practice management technology and training to ensure their success. The ideal candidate will possess a drive to help others, as well as demonstrate strong leadership and marketing skills.
We believe in putting in the effort for short-term gains to secure long-term success. By joining the MassMutual of Eastern PA family, you will be rewarded with competitive performance-based compensation, ensuring financial stability. Additionally, we offer a comprehensive benefits package, including Health, Dental, Vision, Retirement, and Pension plans to support your well-being.
Responsibilities:
- Engaging clients to determine their financial objectives, expenses, income, insurance coverage, tax status, risk threshold, or other necessary data used to create a financial plan
- Responding to customers' queries regarding financial strategies and plans and dispensing financial advice
- Proposing tactics for clients in the areas of investment organization, insurance protection, cash management, and other domains to assist them with achieving financial goals
- Examining customer accounts and plans consistently to identify if changes in their situation, life situation, or financial performance necessitate changes in their plan
- Deciphering financial data obtained from clients to create tactics for meeting clients' monetary objectives
- Compiling or interpreting financial record summaries, investment performance reports, and income forecasts for customers
- Executing financial plans or referring clients to experts who can help them
- Administering and updating client portfolios
- Maintaining contact with customers regularly to recognize shifts in their financial status
- Developing and preserving the client base
- Playing a leadership role to motivate your teammates to reach their highest potential
- Pursuing opportunities to extend your network and get energy from connecting with others
- Demonstrating resourceful skills and having the determination to manage a business
- Being a self-starter and persistent in achieving
Qualifications:
- Possess a Bachelor's degree in business, finance, or a related field
- Obtain a FINRA Series 7 and 66 with help from the company
- Get a Life and health license with assistance from the organization
- Have an understanding of the mutual funds, securities, and insurance industries
- Desire to exceed the expectations of peers
- Strong inclination to help and teach others
- Determination to succeed in the long term by working hard in the short term
- Experience in sales is desirable
- Hold an enterprising attitude and a drive to build a business
About Company:
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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