Associate Financial Planner
24 days ago
Philadelphia
Job Description Financial Planner Opportunity You understand the deep satisfaction that comes from empowering individuals to identify their goals, protect what matters most, and build lasting financial security. Your dedication has a meaningful impact, improving lives today and shaping brighter futures. Advance Your Career You’re ready to elevate your practice with a growth-focused, innovative team. At MassMutual Greater Philadelphia, you have the support to grow your business your way, benefiting from a partner who shares your commitment to excellence and forward-thinking solutions Compensation: $70,000 Responsibilities: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses., • Build and maintain long-term client relationships based on trust and expertise., • Leverage MassMutual’s robust network of specialists, including tax, estate planning, business development, and wealth management teams., • Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients., • Maintain all necessary licenses and adhere to compliance standards.Qualifications:, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • A Bachelor’s degree in business administration, finance, or a related field is required, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential, • 2+ years of experience as a financial advisor, wealth manager, or related role., • Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain)., • Strong relationship-building, communication, and analytical skills., • Commitment to ethical, client-centered advice.About Company What We Offer • Competitive Compensation: Performance-based pay, vested residual income, allowances, bonuses, and top producer incentives., • Comprehensive Benefits: Medical, dental, vision, disability, life insurance, adoption assistance, and a 401(k) with company contributions., • Support & Resources: Access to a full suite of specialists and consultants to help you serve clients and grow your practice., • Independence & Flexibility: Run your business your way with the backing of a financially strong, client-focused company.