Financial Planner
About the role
MassMutual Oregon 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.
Qualifications
- Relationship‑focused and client‑centered
- Bachelors degree
- 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.
Benefits
- Licensing support (Life & Health, SIE, Series 6/7/63/65 as applicable)
- Comprehensive training and mentorship
- Business planning and practice‑building guidance
- Marketing and branding resources
- Office space, technology, and operational support
- Hybrid opportunities for Experienced Advisors
- A collaborative team culture focused on growth and service
- The strength and credibility of MassMutual, a Fortune 100 company