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Jr Financial Advisor
Location:
Philadelphia, PA
Description:
Recent Graduate? Are you a dedicated individual passionate about creating tailored investment strategies to help clients achieve their financial aspirations? Do you possess a deep understanding of comprehensive financial planning? If so, we welcome you to explore the exciting opportunity of a Junior Financial Planner Consultant in the lively Philadelphia area and surrounding areas. What's Included • Independence: Take control of client relationships and data to propel your career forward.• Advanced Resources: Access cutting-edge tools and training programs. Receive expert support for professional development.• Varied Revenue Streams: Benefit from multiple income sources by partnering with leading companies under a flexible contract.• Team Collaboration: Work with a reputable broker-dealer and corporate RIA to expand your business reach confidently.• Commitment to Excellence: Join a team focused on surpassing expectations. Build lasting client trust with the reliability and financial stability of MassMutual. Responsibilities: Develop and execute personalized investment strategies. Provide clients with a comprehensive view of their financial status. Cultivate long-lasting relationships based on trust and honesty. Offer top-tier financial advice using cutting-edge tools. Expand service offerings through collaboration with industry leaders. Join Our Team Embark on a rewarding career path where your financial planning expertise can truly impact lives. Apply today to become a Junior Financial Planner Consultant and begin shaping your future now! Responsibilities: Junior Financial Advisor Tasks :• Conducting detailed client consultations to grasp their financial situations and objectives effectively.• Assisting in executing financial plans and monitoring their progression.• Educating clients on various investment options and potential risks to empower them in making well-informed decisions.• Establishing and nurturing strong client relationships through consistent communication and follow-ups.• Collaborating with senior financial planners and professionals to elevate service delivery standards.• Engaging in continuous professional development to enhance skills and knowledge in financial planning. Qualifications: Position Qualifications: Financial Services Professional • Education : A Bachelor’s Degree (B.A.) in a related field (such as business or finance) is necessary.• Experience : A minimum of 1 year of experience in financial, retirement, or estate planning services is required.• Licenses : Not required upon application. Successful applicants will need to obtain FINRA Series 7 and 66, Life and Health licenses. The organization provides support, including paid training and study materials.• Industry Knowledge : Understanding the mutual funds, securities, and insurance industries is essential.• Qualities : The ideal candidate should have a desire to exceed peer expectations, a strong inclination to help and educate others, and a demonstrated determination to achieve long-term success through hard work in the short term.• Sales Experience : Sales experience is preferred for this role.• Entrepreneurial Attitude : Applicants should possess an enterprising attitude and a drive to build a successful business. Compensation: $55,000 - $200,000 at plan earnings 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. What we can offer you! Paid Training and LicensesHealth and Insurance BenefitsCompetitive compensationTeaming opportunitiesGrowth opportunitiesRecognition and Rewards
Company:
Massmutual Eastern Pa
Posted:
November 8 on WizeHire
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More About this Listing: Jr Financial Advisor
Jr Financial Advisor is a Accounting & Finance Financial Advisor Job at Massmutual Eastern Pa located in Philadelphia PA. Find other listings like Jr Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Jr Financial Advisor is a Accounting & Finance Financial Advisor Job at Massmutual Eastern Pa located in Philadelphia PA. Find other listings like Jr Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.