Financial Consultant
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!
Responsibilities
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Customize financial plans for each client based on potential life changes and changing financial needs
Qualifications
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
  • 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
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
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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