Financial Planner Wealth Manager

MassMutual Eastern PA is currently seeking a limited number of candidates to join our firm.

Our Advisors own their clients and data
We support and help our Advisors and teams
We provide award-winning practice management technology and training
Our Advisors generate recurring revenue from a variety of sources through a non-captive contract and exposure to additional companies and product lines
Options to join an established team based on an individual’s background and skills
Partner with one of the nation’s largest broker-dealers and corporate RIA to take your practice where you want it to go
All built on MassMutual’s 170-year track record of financial strength, delivering on promises, and establishing the trust that wins you clients

Responsibilities:

Answering client questions about financial plans and strategies and giving financial advice
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
Implementing financial plans or referring clients to professionals who can help them
Managing and updating client portfolios
Contacting clients regularly to discover changes in their financial status
Building and maintaining your client base

Qualifications:
What it takes to win with us

Bachelor's degree in business, finance, or a related field
Some prior knowledge of mutual funds, securities, and insurance industries is helpful
A desire to do better than your peers
A passion for helping and educating
The willingness to push hard in the short term in order to enjoy long-term success
Sales experience is a plus
Enterprising perspective and desire to build a business

Job Type: Full-time

Pay: $55,000.00 - $200,000.00 per year

Benefits: