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    Financial Planner Consultant - Philadelphia, United States - MassMutual of Eastern PA

    MassMutual of Eastern PA
    MassMutual of Eastern PA Philadelphia, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    Job Opportunity and Description:

    Are you searching for a rewarding opportunity in Greater Philadelphia, PA? - Do you enjoy providing tailored investment strategies to assist clients in achieving their financial objectives and are you interested in approaching clients with a comprehensive understanding of their financial circumstances?

    Explore the Financial Planner Consultant position

    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.

    Compensation:

    $55,000 - $200,000 yearly

    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
    About Company

    At MassMutual of Eastern PA, our primary objective is to help people take hold of their finances. By designing strategies that fit their personal needs and style, we can help them attain their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.

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