What are the responsibilities and job description for the Wealth Management Professional position at MassMutual Eastern Pennsylvania?
Job Summary
">We are seeking a highly skilled and experienced Financial Planner to join our team at MassMutual Eastern Pennsylvania. As a Senior Financial Planner, you will be responsible for developing and implementing comprehensive financial plans for clients, providing guidance on investment management, estate planning, and tax strategies, and maintaining strong relationships with clients.
About Us
">MassMutual Eastern Pennsylvania is a leading financial services provider dedicated to helping individuals and families achieve their long-term financial goals. We offer a comprehensive range of products and services, including financial planning, wealth management, and insurance solutions.
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.
Requirements
- Strong understanding of financial concepts and analysis.
- Proficiency in financial planning and services.
- Experience in estate planning, tax regulations, and estate law.
- Excellent customer relationship management and sales abilities.
- Strong mathematical skills and attention to detail.
What We Offer
">We offer a competitive compensation package, including base salary and performance-based bonuses. We also provide a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
We offer unparalleled support to help you succeed in your role, including sponsorship of licensing requirements and a training curriculum designed to meet you where you are.
