Wealth Management Advisor

About the role

MassMutual South Carolina is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. We combine the strength and stability of a Fortune 500 brand with a boutique, community-focused culture that empowers our advisors to put clients first.

Responsibilities

• Cultivate and maintain long-term client relationships through proactive communication and high-touch service.
• Develop and implement comprehensive, goal-based financial plans tailored to the unique needs of high-net-worth clients.
• Conduct regular portfolio reviews and rebalancing to ensure investment strategies remain aligned with client risk tolerance and objectives.
• Collaborate with internal specialists and external partners to provide integrated estate, tax, and risk management solutions.
• Execute strategic business development initiatives to expand the firm’s assets under management and community footprint.

Qualifications

• Proven track record of success in financial advisory, investment management, or private banking.
• Active FINRA Series 7 and 66 (or 63/65) licenses in good standing.
• Valid State Life, Accident, and Health Insurance licenses.
• Exceptional interpersonal and communication skills with the ability to simplify complex financial concepts.
• Strong analytical proficiency and experience using professional financial planning software.

Nice-to-Haves

• Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
• An established book of business or a strong professional network within the South Carolina market.
• Advanced knowledge of estate planning, executive benefits, and business succession strategies.
• Experience with alternative investments and sophisticated tax-mitigation vehicles.
• Master’s degree in Finance, Business Administration (MBA), or a related field.