Financial Advisor
MassMutual North Carolina
Raleigh, NC US
Posted ago
MassMutual North Carolina

Associate Financial Advisor

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Qualifications
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

  • Strong communication and relationship skills to support client building and ongoing management
  • Requires a college degree

Compensation
$50,000 - $70,000 yearly
About MassMutual North Carolina

We strive to please our clients, our associates, and our community. We have a fun, high activity culture that offers flexibility and focuses on results. If you want to make an impact in people's lives, be around high-achieving mindset individuals, and create healthy, predictable revenue we can help get you there.

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