Wealth Manager
Apply NowCompany: MassMutual Eastern PA
Location: Scranton, PA 18504
Description:
Description
We are seeking a Wealth Manager in Scranton, PA who excels at developing tailored investment strategies to assist clients in achieving their financial objectives.
Responsibilities
Create personalized investment plans tailored to help clients achieve their financial objectives.
Collaborate with investment professionals to foster and maintain client relationships.
Verify the accuracy of financial plans and ensure they align with clients' goals.
Build strong relationships with clients and referrals.
Qualifications
A Bachelor's degree in finance, Business, or a related field is required for this position.
Previous experience working as a Financial Advisor or in a similar role is essential.
Strong knowledge of financial planning concepts, investment products, and market trends is a must.
Excellent communication and interpersonal skills are necessary.
Detail-oriented with a focus on providing exceptional client service is a key attribute.
We are seeking a Wealth Manager in Scranton, PA who excels at developing tailored investment strategies to assist clients in achieving their financial objectives.
Responsibilities
Create personalized investment plans tailored to help clients achieve their financial objectives.
Collaborate with investment professionals to foster and maintain client relationships.
Verify the accuracy of financial plans and ensure they align with clients' goals.
Build strong relationships with clients and referrals.
Qualifications
A Bachelor's degree in finance, Business, or a related field is required for this position.
Previous experience working as a Financial Advisor or in a similar role is essential.
Strong knowledge of financial planning concepts, investment products, and market trends is a must.
Excellent communication and interpersonal skills are necessary.
Detail-oriented with a focus on providing exceptional client service is a key attribute.