Financial Planning Consultant

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We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation:

$70,000

Responsibilities:

• Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses.
• Build and maintain long-term client relationships based on trust and expertise.
• Leverage MassMutual's robust network of specialists, including tax, estate planning, business development, and wealth management teams.
• Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients.
• Maintain all necessary licenses and adhere to compliance standards.

Qualifications:

• Requires a Bachelor's degree in finance, business administration, or related field
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired

• 2+ years of experience as a financial advisor, wealth manager, or related role.
• Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).
• Strong relationship-building, communication, and analytical skills.
• Commitment to ethical, client-centered advice.

About Company

What We Offer

• Competitive Compensation: Performance-based pay, vested residual income, allowances, bonuses, and top producer incentives.
• Comprehensive Benefits: Medical, dental, vision, disability, life insurance, adoption assistance, and a 401(k) with company contributions.
• Support & Resources: Access to a full suite of specialists and consultants to help you serve clients and grow your practice.
• Independence & Flexibility: Run your business your way with the backing of a financially strong, client-focused company.
• Recognition & Growth: Career development opportunities, recognition programs, and leadership pathways.

Location: Multiple locations/hybrid options available