Financial Advisor
MassMutual Pittsburgh
Pittsburgh, PA US
Posted ago
MassMutual Pittsburgh
We are seeking an experienced financial advisor to assist our 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!
Responsibilities
  • Execute exceptional customer service 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
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Qualifications
  • Bachelor’s degree in business administration, finance, or related field is required
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
Compensation
$30,000 - $80,000
About MassMutual Pittsburgh

What We Offer You

  • Attractive benefits including a full medical, dental, vision, and 401(k) Savings Plan

APPLY NOW
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