Financial Planner

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
• Is accountable and self-driven
• Is coachable and growth-oriented
• Is professionally polished
• Has experience in leadership, networking, education, customer service, or other client-facing roles
• Is 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.

Responsibilities

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

Requirements

• 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.

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