Job Opportunity: Financial Planner Consultant at MassMutual Eastern PA What You'll Receive: •
Autonomy:
Manage your client relationships and data independently, driving your practice forward. •
Specialized Tools:
Access cutting-edge resources and training programs for expert support and guidance. •
Diverse Income Streams:
Benefit from various revenue sources under a flexible contract, working with top companies and products. •
Collaborative Partnerships:
Engage with a reputable broker-dealer and corporate RIA to expand your business capabilities. • Pursuit of Excellence: Be part of a team committed to surpassing expectations and fostering long-term client trust, backed by MassMutual's renowned reliability and financial stability. This position is tailored for professionals aiming to elevate their practice with the backing of a well-regarded industry pioneer. Responsibilities:
Job Responsibilities:
•
Client Goal Assessment:
Help customers figure out their financial goals and design plans that fit their needs. •
Portfolio Management:
Review and adjust customer investment portfolios based on their life changes, financial performance, or shifts in the economy. •
Financial Analysis:
Look over financial reports, investment performance, and income projections to offer informed advice to clients. •
Strategic Recommendations:
Propose suitable financial strategies or connect customers with specialized advisors for further consultation. •
Client Communication:
Engage with clients regularly to stay updated on any changes in their financial status. •
Network Expansion:
Build and maintain relationships with a network of current and prospective clients. •
Financial Guidance:
Offer expert advice and direction to clients on various financial planning options and approaches. Qualifications: • Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in the financial, retirement, and estate planning field or in marketing these services. • Possess a Bachelor's degree in business, finance, or a related field • Obtain a FINRA Series 7 and 66 with help from the company • Get a Life and health license with assistance from the organization • Have an understanding of the mutual funds, securities, and insurance industries • Desire to exceed the expectations of peers • Strong inclination to help and teach others • Determination to succeed in the long term by working hard in the short term • Experience in sales is desirable • Hold an enterprising attitude and a drive to build a business Compensation: $55,000 - $200,000 yearly
• Job Responsibilities: • Client Goal Assessment:Help customers figure out their financial goals and design plans that fit their needs. • Portfolio Management:Review and adjust customer investment portfolios based on their life changes, financial performance, or shifts in the economy. • Financial Analysis:Look over financial reports, investment performance, and income projections to offer informed advice to clients. • Strategic Recommendations:Propose suitable financial strategies or connect customers with specialized advisors for further consultation. • Client Communication:Engage with clients regularly to stay updated on any changes in their financial status. • Network Expansion:Build and maintain relationships with a network of current and prospective clients. • Financial Guidance:Offer expert advice and direction to clients on various financial planning options and approaches.
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