MassMutual of Eastern PA
Location
Scranton, PA | United States
Job description
Join MassMutual as a Financial Advisor in Scranton, PA, and empower individuals, families, and businesses in achieving their financial goals. As a trusted fiduciary, you'll craft comprehensive strategies and lead clients towards financial success. Benefit from access to top-tier financial professionals for training, interactive workshops, and seasoned mentors. MassMutual of Eastern PA is hiring for multiple positions, offering a non-captive agreement and diverse revenue streams for your advantage. Enjoy a competitive compensation package with performance-based pay and a comprehensive benefits bundle, including Health, Dental, Vision, 401(k), and Pension Plan. Receive personalized training, mentorship, and direct access to our experts for learning Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies. Explore opportunities for advancement, including the potential to lead a team of financial advisors. Experience a harmonious work-life balance unique to this role in the finance industry. Responsibilities: • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan • Answering client questions about financial plans and strategies and giving financial advice • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients • Implementing financial plans or referring clients to professionals who can help them • Managing and updating client portfolios • Contacting clients regularly to discover changes in their financial status • Building and maintaining the client relationship • Team building • Networking skills Qualifications: • Bachelor's degree in business, finance, or a related field • 1-2 years of sales experience • Will obtain with our help FINRA Series 7 and 66 • Will obtain with our help Life and health license • Some prior knowledge of mutual funds, securities, and insurance industries is helpful • The willingness to push hard in the short term in order to enjoy long-term success • Leadership role: You are driven to be the best and foster the same motivation in your teammates • Networking . You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business • Resourceful skills . You possess business savvy and have the solid determination to oversee a business • Being a self-starter . Your tenacity and determined mindset will help you keep your eye on the prize • Advocating for clients . To you, clients are everything. You are passionate about serving them as a dedicated relationship manager 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.
Job tags
Salary
