What are the responsibilities and job description for the Jr Financial Planner position at MassMutual Eastern Pennsylvania?
Junior Financial Planner at MassMutual, Eastern PA
Location: Philadelphia, Horsham or Center Valley, PA (Hybrid)
Job Description
Compensation: $65,000 - $100,000 at plan earnings
Location: Philadelphia, Horsham or Center Valley, PA (Hybrid)
Job Description
- Assist senior advisors in developing financial plans and investment strategies. Work directly with clients 1-1 with support from the team.
- Conduct market research and analyze financial data.
- Prepare client presentations and reports through advanced tech systems
- Support client relationship management and service.
- Learning and Growth Opportunities: As a junior advisor, you get to learn from experienced professionals, gaining valuable insights and skills that can propel your career forward.
- Diverse Responsibilities: The role often involves a variety of tasks, from preparing financial plans and conducting market research to interacting with clients and assisting in investment strategies.
- Client Impact: Helping clients achieve their financial goals can be very fulfilling.
- Career Advancement: The financial advisory field offers clear pathways for advancement.
- Tech-Savvy Environment: Junior advisors often bring fresh perspectives and are more comfortable with digital tools and platforms.
- Job Security and Demand: With an aging population and increasing awareness of the importance of financial planning, the demand for financial advisors is growing.
- Personal Development: The role helps you develop essential soft skills such as communication, problem-solving, and analytical thinking.
Compensation: $65,000 - $100,000 at plan earnings
Salary : $65,000 - $100,000
