Address
Form of work We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Embrace the role of a structured yet coachable team player open to continued education and training from other team members You will be a great partner for MassMutual North Carolina if: • You're entrepreneurially driven • You place a high value on relationships and your client's experience • Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship • You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve • You thrive on expanding personal knowledge and skills through ongoing professional development and learning from other financial professionals through joint work • You have a strong desire to make a positive impact on your community both professionally and personally • You love meeting new people and building a network • You are self-motivated and will work determinedly to achieve your vision of success Qualifications: • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • A required Bachelor's degree in business administration, finance, or similarly related field • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Up-to-date FINRA Series 7 & 63/66 documents are a bonus MassMutual North Carolina will be a great partner for you if: • You desire to join a community of professionals who are as passionate about your success as you are • You value collaboration and localized expert resource • You appreciate the idea of being independent but not alone while building and scaling your business • You enjoy the idea of partnering with a team that will help you navigate change, enhance productivity, and come alongside you to help you achieve your goals • You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building, and shared experiences Compensation: $56,000 - $102,000 at plan earnings in your first year
• You will be a great partner for MassMutual North Carolina if: • You're entrepreneurially driven • You place a high value on relationships and your client's experience • Have alignment with our firm's core values of Balance, Growth, Authenticity, Conviction, and Stewardship • You appreciate the differences in everyone's situation and have the desire to learn what success means to each client and family that you serve • You thrive on expanding personal knowledge and skills through ongoing professional development and learning from other financial professionals through joint work • You have a strong desire to make a positive impact on your community both professionally and personally • You love meeting new people and building a network • You are self-motivated and will work determinedly to achieve your vision of success
