What are the responsibilities and job description for the Financial Services Professional position at The Piedmont Group - MassMutual Perimeter?
Kickstart Your Journey as a Financial Services Professional at The Piedmont Group. Interested candidates, please Schedule a call with me : Jennifer Galluzzo, Recruiter @ The Piedmont Group and Connect with me on LinkedIn.Step into the realm of The Piedmont Group, a beacon of excellence in financial planning, a proud subsidiary of MassMutual, a Fortune 100 luminary. Our foundation is deeply rooted in a mutual company's ethos, dedicated to fulfilling promises, safeguarding families, and uplifting communities since 1851.About the Role - Financial AdvisorEmbark on a fulfilling career path where you'll be instrumental in guiding individuals, business moguls, and families towards a secure financial horizon. At the core of our operations, our clients' aspirations and goals dictate our strategic direction. Surrounded by a cadre of seasoned professionals, you're not just joining a team; you're becoming part of a family committed to mutual success and sustainability. With a plethora of tools, resources, and comprehensive training at your disposal, your journey towards skill refinement and professional growth knows no bounds.Responsibilities
- Forge trusted relationships as a key advisor to your clients.
- Navigate clients through the complexities of financial planning, including risk management and estate planning.
- Cultivate a superior client experience that sets the industry standard.
- Expand your client base through dedicated prospecting, networking, and community engagement.
- Foster exemplary relationships with both internal and external stakeholders.Qualifications - Bachelor's Degree, Permanent Residency or U.S. CitizenshipRequired Skills
- Boast a fervent passion for financial wellness and client success.
- Initiate action and progress as self-starters.
- Are receptive to coaching and continuous learning.
- Display an entrepreneurial drive, always seeking innovative solutions.
- Communicate effectively, showcasing exceptional verbal and written skills.
- Possess high emotional intelligence, understanding, and empathy.
- Uphold the utmost professionalism in all endeavors.
- Excel in building and maintaining robust relationships.
- Are prepared to obtain critical licenses (Life & Health, SIE, Series 7, and Series 66) within the initial six months.Preferred Skills
- Mastery in Business Development
- Exceptional Verbal Communication
- A Coachable Attitude
- Unwavering Professionalism
- A Relationship-Oriented Approach
- Superior Interpersonal SkillsEmbark on Your Legacy - With The Piedmont Group, your career transcends a job; it's a journey laden with opportunities for growth, impact, and fulfillment. Ready to shape financial futures? Your path begins here. Welcome to The Piedmont Group.#LI-TPG1
