Financial Advisor

About the role

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.

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.

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.