Financial Planner Wealth Manager
MassMutual of Eastern PA
Philadelphia, PA US
Posted ago
MassMutual of Eastern PA

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

  • Our Advisors own their clients and data
  • We support and help our Advisors and teams
  • 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
  • Options to join an established team based on an individual’s background and skills
  • Partner with one of the nation’s largest broker-dealers and corporate RIA to take your practice where you want it to go
  • All built on MassMutual’s 170-year track record of financial strength, delivering on promises, and establishing the trust that wins you clients


  • 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 your client base


What it takes to win with us

  • Bachelor's degree in business, finance, or a related field
  • 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

$55,000 - $200,000 yearly
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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