What are the responsibilities and job description for the Financial Advisor position at MassMutual Northern California?
MassMutual Northern California Locations | Roseville | Pleasanton | Walnut Creek | Fremont | San Jose | San Mateo
We're looking for both experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Northern California. So, if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.
Summary
Job Summary | We offer “At Scale” resources for Financial Advisors that blends the resources of “Big Shop” advisory companies and the entrepreneurial ethos of an “Independent Practice” model. By combining these two practice models, our Firm has the unique opportunity to create a unique experience for Financial Advisors. Our core resource model focuses on 6 key areas that directly support the Advisor to allow the Advisor to focus more on the ongoing client relationship. Our 6 key areas are as follows:
Desired Skills Experience | As a Financial Professional you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics:
Compensation: From $85,000.00 to $200,000.00 per year
We're looking for both experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Northern California. So, if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.
Summary
Job Summary | We offer “At Scale” resources for Financial Advisors that blends the resources of “Big Shop” advisory companies and the entrepreneurial ethos of an “Independent Practice” model. By combining these two practice models, our Firm has the unique opportunity to create a unique experience for Financial Advisors. Our core resource model focuses on 6 key areas that directly support the Advisor to allow the Advisor to focus more on the ongoing client relationship. Our 6 key areas are as follows:
- Fee-Based Planning Platform and Support Division
- Complete and Comprehensive Insurance Division
- Wealth Management Division
- Advisory Services Division
- Marketing Division
- Technology Division
Desired Skills Experience | As a Financial Professional you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics:
- Highly self-motivated and self-disciplined with the ability to work effectively and independently.
- Outgoing personality with the ability to develop relationships and a sincere desire to help others.
- Organized, detail-oriented, and excellent time-management skills.
- Bachelor’s degree - Finance or business discipline or equivalent work experience. -Preferred
- Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire)
- Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations
- Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Zoom, with the ability to navigate multiple applications during call handling)
- 401(k) matching
- Health & Dental insurance
- Health savings account
- Life insurance
- Retirement plan
- Vision insurance
- This is a commission-based role with results-driven compensation and access to a competitive benefits package, including medical and dental, life and disability income insurance, and thrift and pension plans available for qualified Financial Services Professionals
Compensation: From $85,000.00 to $200,000.00 per year
Salary : $85,000 - $200,000
