$85,000–$350,000 Per Year
Certified Financial Planner (CFP), Communication Skills, Community and Social Services, Corporate Policies, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Finance, Finance Software, Financial Planning, Financial Risk, Interpersonal Skills, Investment Services, Investment Strategy, Market Tracking, Market Trend Analysis, Mentoring, Problem Solving Skills, Regulations, Sales, Salesforce.com, Series 7, Stock Market, Team Player
About us:
MassMutual Pacific is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial needs and our commitment to their long-term financial wellbeing. Operating in a fast-paced, team-oriented environment, MassMutual Pacific fosters a culture of collaboration, continuous learning, and service to community.
The Opportunity:
We are seeking a Financial Advisor to join our team. Here at MassMutual Pacific you will own your book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals. You will be able to trust in the fact that you are joining a rapidly-growing company in which you will have the unique ability to greatly impact our future trajectory.
What's in it for you:
- Unlimited compensation potential
- One on One mentorship
- Digital Platforms
- Support and resources from a top 7 Broker Dealer locally and nationally
- Culture of collaboration and teamwork
Job Responsibilities:
- Cultivate client relationships
- Advise clients on investment strategies, aligning with their financial goals and risk tolerance.
- Develop in-depth knowledge of our products and services to recommend suitable solutions based on client needs.
- Communicate effectively with clients to build long-lasting relationships
- Monitor financial market trends to ensure that the client's plans are effective.
- Complying with all industry rules and regulations, and with the company's policies.
Desired Qualifications:
- 3-5 years experience as a Financial Advisor or similar role.
- Health and Life License
- Successful completion of FINRA Series 7 and 66 exams.
- Strong critical thinking skills and ability to solve complex problems.
- Exceptional interpersonal and relationship building skills.
- A Bachelor's degree in finance or a related field.
Nice-to-Haves:
- CFP (Certified Financial Planner) certification
- Understanding and experience with financial planning software
- Proven track record of success in a sales role
- Experience with CRM software, ideally Salesforce.
- Passionate about providing excellent client service.
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