- Build a network of clients
- Assess clients' financial situations, understand their needs and develop a comprehensive financial plan.
- Provide information about various financial products and services, including life insurance, retirement plans, and investment opportunities.
- Ensure clients' financial plans are implemented efficiently, monitor progress, and revise as necessary to accommodate changing needs and objectives.
- Build and maintain client relationships, seek opportunities to solicit new business.
- Stay updated with financial products, market trends, and the legal regulations that pertain to financial planning.
- PA Life Accident and Health License
- A Bachelor's degree in Finance, Business, Economics, or a related field.
- 3-5 years of experience as a Financial Advisor or in a similar role in financial services industry.
- Proficiency in using financial planning tools and software.
- Familiarity with financial regulations and industry's best practices.
- Excellent communication, interpersonal, and relationship-building skills.
- SIE, FINRA 7 and 66, or ability to obtain them in the first 6 months
- CFP, CFA, or related professional designation.
- Experience with CRM systems
- Strong network within the Pittsburgh community
- Experience in a customer-facing role in insurance and investment services.
- Passionate about making a significant impact in a client's financial journey, with a focus on building and managing long-term client relationships
- Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind
- Have a voice – your contributions and input matter
- Follow a well-defined career path that integrates education with mentorship and teaming opportunities
- Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership
- Benefit from a culture of innovation that embraces growth and the changes that come with it
- Experience the power of flexibility – and the freedom to design your work and your life the way you envision
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Financial Advisor - Pittsburgh, United States - MassMutual Pittsburgh
Description
Job Description
Job DescriptionFind the independence you crave
Receive the support you need
So many people don't move forward with their dreams of business ownership because of a lack of solid guidance, resources, and coaching. But what if you had a little help from people who know a thing or two about how to get people started in business? Would you do it then?
'Intrepreneurship' is the word we use to describe our way of launching people's dreams of entrepreneurship. It's a well-defined path to finding your independence, with plenty of mentorship and support along the way. And it's how we have helped people just like you successfully transition from being an employee to earning production based income. 'Intrepreneurship' is the word we use to describe our way of launching people's dreams of entrepreneurship. It's a well-defined path to finding your independence, with plenty of mentorship and support along the way. And it's how we have helped people just like you successfully transition from being an employee to earning production based income.
About MassMutual Pittsburgh
MassMutual Pittsburgh is a comprehensive financial planning and wealth management firm whose advisors offer a broad portfolio of financial products and services. Our objective is to develop strategies to help clients create, build and protect wealth and the ones they love. MassMutual Pittsburgh is an established agency of MassMutual Life Insurance Company (MassMutual) and broker dealer, a leading mutual life insurance company that is run for the benefit of its members and policy owners. Our team has been serving the Pittsburgh region for many years, offering solutions for individuals, families, and small enterprises with the goal of creating a sustainable financial future. We pride ourselves on our commitment to serving the community with the utmost integrity, steadfast focus on client satisfaction and unwavering professionalism.
The Opportunity:
We are currently seeking a Financial Advisor to join our team. In this role, you will be responsible for building your book of buisness, advising clients on various financial products and services, developing personalized financial strategies, and delivering superior customer service. This is an exciting opportunity if you seek to build a rewarding, long-term career leveraging your skills and experience in a collaborative and supportive environment.
Job Responsibilities:
Desired Qualifications:
Nice-to-Haves:
Start your business with us
As a Financial Services Professional, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you:
Contact Jessica Britvich at to discuss a change to a career that is helps you create the life you dream of, while being supported by a team of experienced experts
