What are the responsibilities and job description for the Financial Planner Professional position at MassMutual Eastern Pennsylvania?
Job Description
The Financial Planner plays a key role in delivering comprehensive financial planning and investment advisory services to clients. Key responsibilities include assisting clients in achieving their financial objectives effectively, working collaboratively with the team, staying engaged in continuous education, and cultivating long-lasting relationships with clients.
Key Responsibilities:
Qualifications
The successful candidate needs to demonstrate exceptional interpersonal and communication skills, attention to detail, and a commitment to providing excellent client service. 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.
The Financial Planner plays a key role in delivering comprehensive financial planning and investment advisory services to clients. Key responsibilities include assisting clients in achieving their financial objectives effectively, working collaboratively with the team, staying engaged in continuous education, and cultivating long-lasting relationships with clients.
Key Responsibilities:
- Assist clients in achieving their financial objectives.
- Work collaboratively with the 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.
Qualifications
The successful candidate needs to demonstrate exceptional interpersonal and communication skills, attention to detail, and a commitment to providing excellent client service. 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.
