Associate Financial Planner
MassMutual Pittsburgh
Pittsburgh, PA US
Posted ago
MassMutual Pittsburgh

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Join a firm that provides the innovative culture of a startup, but with the esteemed legacy and stability of an established company. MassMutual was founded in 1851 and is proud of its purpose to help people secure their financial future and protect the ones they love. MassMutual Pittsburgh, a General Agency of MassMutual, is a financial service sales firm with offices in Pennsylvania, Ohio, and West Virginia. Our mission is to inspire and empower individuals, families, and business owners to make sound financial decisions. We do this by having the most committed and dedicated Financial Services Advisors with an enterprising mindset, and a passion for helping others. 

  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
$50,000 - $80,000
About MassMutual Pittsburgh

At MassMutual Pittsburgh, we focus on setting the standard for progressive leadership throughout our region. We foster an inclusive environment where everyone works together in harmony toward the common goal of servicing our clients and community. 

We take great pride in the work we do with individuals, families and businesses to provide financial services for every stage of life. Exceeding expectations is what drives us – We not only provide a vast portfolio of product offerings, we also serve and support our clients throughout the life of the relationship. We do this by building these relationships on the foundations of honesty, integrity and respect, never forgetting the importance our clients hold in the life of our Firm. 

We encourage members of underrepresented groups and multi-lingual candidates, including American Sign Language, to apply. 

Benefits including a full medical, dental vision, 401(k) Savings Plan and paid time off. 

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