Certified Financial Planner
MassMutual Pittsburgh
Pittsburgh, PA US
Posted ago
MassMutual Pittsburgh
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Qualifications
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • A Bachelor’s degree in business administration, finance, or a related field is required
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
Compensation
$30,000 - $80,000
About MassMutual Pittsburgh

The MassMutual Financial Group is a global, diversified, financial services organization whose member companies offer a broad portfolio of financial products and services. Our objective is to build, promote and continually create a diverse range of financial solutions tailored to the needs of our individual, corporate and institutional clients over the long term. We help our clients achieve success in a changing world through the accumulation and protection of wealth.

APPLY NOW
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's Privacy Policy.