Financial Advisor

Job Responsibilities

• Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives
• Analyze customer financial situations and provide tailored financial services and insurance products
• Develop customized financial plans for clients that are tailored to their specific goals and objectives
• Maintain ongoing relationships with MassMutual customers
• Stay updated with new developments in the financial sector
• Provide customer service to current and potential MassMutual customers

Required Qualifications

• Bachelor’s degree in a related field such as finance, accounting, or economics
• Resident insurance license, Life & Health
• Minimum of 1 year of experience working in the financial services industry
• Strong customer service, communication, and presentation skills
• Excellent verbal and written communication skills
• Good knowledge of risk management and investment strategies

Nice-to-Haves

• Series 6 or 7
• Series 66, 63, or 65
• CFP certification
• Knowledge and proficiency in the use of CRM software and financial data analysis tools
• Strong organizational and time management skills
• Ability to multitask and prioritize
• Proficiency in MS Office

Licensing

If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.