What are the responsibilities and job description for the Financial Services Consultant position at MassMutual Eastern Pennsylvania?
As a Financial Planner at MassMutual Eastern Pennsylvania, you will play a key role in delivering comprehensive financial planning and investment advisory services to clients.
You will work collaboratively with our team to provide guidance on investment opportunities, retirement planning, estate planning, and other financial matters.
- Assist clients in achieving their financial objectives effectively.
- Maintain open communication and regular engagement with clients to cultivate long-lasting relationships.
Responsibilities:
- Stay engaged in continuous education to provide expertise on market trends and financial products.
- Periodically review and adjust client investment portfolios and financial plans as needed, in consultation with industry experts.
Qualifications:
- A bachelor's degree in finance, business, or a related field is mandatory, or equivalent experience as a Financial Advisor or in a similar role is acceptable.
- PREFERRED QUALIFICATIONS include licenses such as Series 6 & 63, as well as life and health licenses.
