Financial Planning Associate
MassMutual Northern California
Walnut Creek, CA US
Posted ago
MassMutual Northern California

The Financial Planning Associate will provide support to the Fee-Based Financial Planning Department by performing case analysis enabling the exploration of viable financial solutions for Clients. By serving as a value-added resource in this area, the position drives firm productivity by ensuring a thorough review of case options and the best possible solutions for each Client to address the Client’s holistic planning needs.

Responsibilities

Responsibilities:

  • Research and determine comprehensive and customized financial solutions for Clients and ensure they meet the firm’s standards
  • Analyze financial planning software output and written recommendations to develop a comprehensive financial plan
  • Maintain proactive communication with planners regarding plan design. Follow up and track the progress of all cases.
  • Generates correspondence and composes financial plan descriptions
  • Continually seeks to expand and enhance personal knowledge of plan development (i.e. - through participation in Company and industry education opportunities). This enables the associate to proactively meet the plan design needs of the firm with new and innovative solutions.
  • Supports other Firm initiatives and projects as requested by management, (such as training, technology, and/or administration)

Qualifications

Preferred Qualifications:

  • 2 – 3 years in the financial industry preferred
  • Strong working knowledge of products/services available in the insurance and investment industries
  • Strong organizational skills and the ability to meet concurrent project deadlines
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Suite (Excel, Word, Teams)
  • Life and Health Insurance licenses and/or professional designations or plans to attain them are a plus.

Compensation
$55,000
About MassMutual Northern California

For over 100 years MassMutual’s Northern California office has served the hard-working individuals and businesses of Northern California.

Our goal has always been consistent: To maximize financial security for our clients and their families and to maximize the efficiency of their hard-earned dollars at work. MassMutual is a mutual company. That means we don’t have shareholders. Instead, we operate by giving our excess profits back to our clients/policyholders in a form of a dividend. 160+ years in business with the strongest financial position (A++ Ratings!)


Named “Best Places to Work in the Bay” by San Francisco Business Times.


Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

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