What are the responsibilities and job description for the Investment Portfolio Manager position at MassMutual Eastern Pennsylvania?
Join Our Team
At MassMutual Eastern Pennsylvania, we are committed to hiring talented professionals who share our values and passion for delivering exceptional service and support to our clients. As a Financial Planner, you will have the opportunity to work with a dynamic team and make a real difference in people's lives.
About the Role
- This is an exciting opportunity to work with a leading insurance company and make a real difference in people's lives.
- You will be part of a dynamic team that provides personalized and comprehensive training and support.
Key Responsibilities
- Develop and implement financial plans that meet clients' objectives.
- Analyze clients' financial situations and provide guidance on investment management, estate planning, and tax strategies.
- Maintain strong relationships with clients and stay up-to-date on financial regulations and market trends.
Requirements
- Strong understanding of financial concepts and analysis.
- Proficiency in financial planning and services.
- Experience in estate planning, tax regulations, and estate law.
Benefits
- Competitive salary and performance-based compensation.
- Award-winning practice management technology and training.
- Opportunities for advancement and management.
