Entry Level Financial Services Professional
MassMutual Northern California
San Francisco, CA US
Posted ago
MassMutual Northern California

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise 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!

  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

The work you do is both of value, and aligns with the values we share with you:

  • Make an impact by helping people find financial stability and peace of mind
  • Follow a well-defined career path that integrates education with mentorship and a team oriented culture
  • Benefit from a culture of innovation that embraces growth and change
  • Enjoy transparency, honesty and clarity
  • Have a voice – your contributions and input matter
  • Experience the power of flexibility –to design your work and your life the way you envision

  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Bachelor’s degree in business administration, finance, or related field is required
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential

  • A strong relationship builder with a focus on putting people first
  • A connector of people
  • A dedicated worker: independent, self-motivated and goal oriented

$36,000 - $66,000 at plan
About MassMutual Northern California

MassMutual was founded in 1851 and — for over 170 years — we’ve kept our strength, our integrity, and our customer focus. We don’t just talk strong. We are strong. We are a mutual company committed to long-term strength and stability to help our customers meet their financial goals. We operate for the benefit of our policyholders and customers.

We will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for the information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies.

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