Financial Planner

COMPANY OVERVIEW:

MassMutual is a global financial services organization whose companies offer a broad portfolio of products including insurance, employee benefits, retirement plans, estate planning, tax, asset management, securities, and advisory services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients.

First Financial Group, a general agency of MassMutual, is furthering those efforts and is one of the largest network of offices on the east coast with over 15 offices spanning across 8 states. Founded in 1977, First Financial Group is known for its excellent reputation and has established a record of providing innovative solutions for its clients through a wide array of insurance, advisory and investment services.

DESCRIPTION:

First Financial Group is seeking an experienced Financial Planner to join our team in Virginia Beach, VA. The successful candidate will ensure the delivery of high-quality financial planning services to our clients. This Financial Planner role involves developing customized financial plans and managing client relationships. The ideal candidate will have extensive experience in financial planning and a client-focused approach.

Key Responsibilities:

• Create and implement tailored, comprehensive financial plans for clients, addressing their unique financial goals and needs.
• Conduct detailed financial analyses to identify trends, risks, and opportunities for clients.
• Develop and implement strategic initiatives to improve departmental efficiency and effectiveness.
• Maintain and enhance client relationships by presenting comprehensive financial plans and providing continuous financial advice and support.
• Ensure all financial planning activities comply with regulatory requirements and internal policies.
• Keep abreast of industry trends and best practices to continuously enhance the financial planning process.

EXPERIENCE:

• 2 years of experience in financial planning within a wealth management or financial planning firm is required.
• B.A. or B.S. degree preferred; finance, economics, accounting, or a related field.
• FINRA Series 7, 63 and 65 (or 66) licenses are required.
• CFP designation is preferred or the ability to obtain it after the date of hire.
• Proficiency in Microsoft Office Suite (i.e., Word, Excel, etc.) with extensive experience in utilizing multiple CRM databases.
• Demonstrated experience using financial planning software such as Financial Planner Suite, MoneyGuidePro, eMoney Advisor, etc.
• Strong analytical skills, excellent communication, and interpersonal skills.
• Client-focused, detail-oriented, and able to work effectively in a team environment.

COMPENSATION & BENEFITS:

• Compensation: Base salary starting at $72,261, commensurate with experience, plus performance-based bonuses.
• Benefits: Medical, Dental, and Vision coverage; 401(K); flexible PTO; Short-Term and Long-Term Disability (STD/LTD); and Life Insurance.
• Miscellaneous: Enjoy a supportive, flexible, and people-oriented culture with a family atmosphere. We highly encourage and recognize individual contributions and innovation. Personal and career development opportunities are available.

For immediate consideration, please submit your non-really generated resume in MSWord or PDF format.

Job Type: Full-time

Pay: From $72,261.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation Package:

• Bonus opportunities

Schedule:

• Monday to Friday

Experience:

• financial planning in wealth management: 2 years (Required)

Work Location: In person

Salary : $72,261