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:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Schedule:

• Choose your own hours
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Education:

• Bachelor's (Required)

Work Location: Hybrid remote in Philadelphia, PA 19103