What are the responsibilities and job description for the Financial Planner position at MassMutual, Eastern Pennsylvania?
Financial Planner / Wealth Manager
MassMutual Eastern PA is currently seeking a limited number of candidates to join our firm.
- High Potential and Proven Track Record of Advisor’s generating High Six/Seven Figure Profits
- Practice Ownership with Equity Stake that can be valued and sold
- Ability to Create, Brand and Build your own Business and Identity
- We provide award winning practice management technology and training
- Our Advisors generate recurring revenue from a variety of sources through a non-captive contract and exposure to additional companies and product lines
- Options to join an established team based on an individual’s background and skills
What it takes to win with us
- An entrepreneurial mindset
- A desire to control your own destiny and outcome
- A passion for helping and educating people
- The willingness to push hard in the short-term in order to enjoy long-term success
Benefits of working with MassMutual, Eastern PA
- Stable income compensation and performance-based compensation including complete benefits package.
- Personalized and comprehensive training and support
- In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies)
- In-house Financial Planning Department and Business Valuation experts
- Advancement and management opportunities
- A work-life balance most financial careers don’t offer
Responsibilities
- Develop comprehensive financial plans tailored to clients' needs and goals.
- Conduct thorough financial analyses to assess clients' current financial situations.
- Provide guidance on investment management, estate planning, and tax strategies.
- Maintain strong relationships with clients, ensuring ongoing support and communication.
- Stay updated on financial regulations and market trends to offer informed advice.
- Utilize financial software to track and manage client portfolios effectively.
Qualifications
- Strong understanding of financial concepts and analysis
- Proficiency in financial planning and services
- Experience in estate planning, tax regulations, and estate law
- Skills in investment, cash, and wealth management
- Familiarity with financial software and portfolio management
- Excellent customer relationship management and sales abilities
- Strong mathematical skills and attention to detail
You will receive support that is unparalleled in the industry. To get you up and running, we will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.
Please contact Erica Ng, Director of Recruitment for any questions or information.
Job Type: Full-time
Pay: $60,000.00 - $120,000.00 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
Schedule:
- Choose your own hours
- Monday to Friday
Education:
- Bachelor's (Preferred)
Experience:
- Sales: 3 years (Required)
- Financial services: 2 years (Preferred)
Work Location: Hybrid remote in Kingston, PA 18704
Salary : $60,000 - $120,000
