Financial Planner

MassMutual Oregon
  • Vancouver, WA
  • $50,000–$550,000 Per Year
1 day ago

Job Description

About MassMutual Washington


MassMutual Washington is the fastest‑growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering innovative financial solutions tailored to each individual’s goals, values, and long‑term vision.


We believe financial planning is deeply personal. That’s why we don’t treat people like account numbers or transactions — we take the time to truly understand their families, priorities, and aspirations. Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well.


We provide a comprehensive training and onboarding support system designed to help you, the advisor grow your practice, whether you are brand‑new to the career or a seasoned advisor.


Who We’re Looking For


We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long‑term impact in the lives of clients and Vancouver Washington communities.


The Ideal Candidate Is



  • Relationship‑focused and client‑centered
  • Accountable and self‑driven
  • Coachable and growth‑oriented
  • Professionally polished
  • Experienced in leadership, networking, education, customer service, or other client‑facing roles
  • Passionate about helping others succeed financially


You do not need a traditional financial background. We’re looking for a strong communicator and relationship builder who wants to grow, serve, and make an impact.


The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.


Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy


Qualifications


  • Bachelor's degree in Finance or related field
  • Ability to obtain Life & Health, SIE, Series 7, Series 66
  • Excellent interpersonal skills
  • Established client relationships and business development ability
  • Authorization to work in the U.S.


Why Become a Financial Advisor Now?


There has never been a greater need for trusted financial guidance. Families and businesses are seeking advisors who can help them navigate uncertainty and plan confidently for the future.


At the same time, MassMutual Washington is expanding and investing heavily in:


  • Mentorship & coaching
  • Professional development
  • Licensing support
  • Business planning guidance
  • Marketing resources
  • Office infrastructure
  • A collaborative, mission‑driven team environment


You will not build a practice alone— you are building your own business with the full backing of a respected and established financial brand.


Apply today and start building a career with purpose, impact, and unlimited potential.


MassMutual Washinton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and professionals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other protected classification under applicable law.


Financial Advisor Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.


Numbers & Facts

LocationVancouver, WA
Salary$50,000–$550,000 Per Year

Skills

  • Business Developmentunmatched
  • Business Planunmatched
  • Coachingunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Data Qualityunmatched
  • Entrepreneurshipunmatched
  • Financeunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Interpersonal Skillsunmatched
  • Leadershipunmatched
  • Licensingunmatched
  • Marketingunmatched
  • Mentoringunmatched
  • Onboardingunmatched
  • Series 66unmatched
  • Series 7unmatched
  • Team Playerunmatched
  • Training/Teachingunmatched

Be found by employers

5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Free resume builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Free resume builder