Financial Advisor Wealth Manager
MassMutual of Eastern PA
Bethlehem, PA US
Posted ago
MassMutual of Eastern PA

As a Financial Advisor with MassMutual of Eastern PA, you will guide individuals, families, and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given the flexibility and receive support and guidance from our firm's exceptional network of financial specialists, training programs, and mentors.

MassMutual of Eastern PA is currently seeking a limited number of candidates to join our firm.

  • Our Advisors is responsible for their accounts and data
  • We support and help our Advisors and teams build, manage, and market
  • We provide award-winning practice management technology and training
  • Our Advisors generate recurring revenue from a variety of sources through a non-captive contract and exposure to additional companies and product lines
  • Partner with one of the nation’s largest broker-dealers and corporate RIA to take your practice where you want it to go
  • We provide award-winning practice management technology and training

What it takes to win with us

  • A great mindset
  • A passion for helping and educating people
  • Strong leadership and marketing skills
  • The willingness to push hard in the short term in order to enjoy long-term success

Benefits of working with MassMutual of Eastern PA

  • Extremely competitive performance-based compensation and a complete benefits package (Health, Dental, Vision, 401k, and Pension)
  • Personalized and comprehensive training and support
  • In-house specialists and training (Fee-Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies)
  • Advancement and management opportunities
  • A work-life balance most financial careers don’t offer

You will receive support that is exceptional in the industry. To get you up and running, MMEPA will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you with the skills and tools you need to succeed.


  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
  • Answering client questions about financial plans and strategies and giving financial advice
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
  • Implementing financial plans or referring clients to professionals who can help them
  • Managing and updating client portfolios
  • Contacting clients regularly to discover changes in their financial status
  • Building and maintaining the client base
  • Leadership role: You are driven to be the best and foster the same motivation in your teammates.
  • Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.
  • Resourceful skills. You possess business savvy and have the solid determination to run a business.
  • Being a self-starter. Your tenacity and determined mindset will help you keep your eye on the prize.
  • Advocating for clients. To you, clients are everything. You are passionate about serving them as a dedicated relationship manager.  


  • Bachelor's degree in business, finance, or a related field
  • Will obtain with our help FINRA Series 7 and 66
  • Will obtain with our help Life and health license
  • Some prior knowledge of mutual funds, securities, and insurance industries is helpful
  • A desire to do better than your peers
  • A passion for helping and educating
  • The willingness to push hard in the short term in order to enjoy long-term success
  • Sales experience is a plus
  • Enterprising perspective and desire to build a business

$70,000+ at plan commission
About MassMutual of Eastern PA

At MassMutual of Eastern PA, our primary objective is to help people take hold of their finances. By designing strategies that fit their personal needs and style, we can help them attain their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives and professionals.

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