Financial Advisor
Apply NowCompany: MassMutual of Eastern PA
Location: Horsham, PA 19044
Description:
Description
Financial Advisor - MassMutual, Eastern PA (Horsham, PA)
Career Opportunity:
MassMutual Eastern PA is seeking an experienced Financial Advisor to join our team in Horsham, PA. This is a pivotal role for a seasoned professional with a deep understanding of wealth management and a track record of success in the financial industry.
Responsibilities
As a Financial Advisor at MassMutual, Eastern PA, with over 5 years of experience, your responsibilities will include:
Client Relationship Management: Build and maintain strong, long-lasting client relationships. Understand client needs and provide tailored financial advice.
Financial Planning: Develop comprehensive financial plans that align with clients' wealth management goals.
Investment Strategy: Create and manage investment portfolios, staying abreast of market trends to optimize client investments.
Risk Management: Evaluate and manage the risk associated with client portfolios, ensuring alignment with their risk tolerance.
Team Collaboration: Work with a team of financial professionals to provide holistic financial solutions to clients.
Sales and Business Development: Identify and pursue new business opportunities while expanding services to existing clients.
Continuing Education: Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and participating in professional societies.
These responsibilities are crucial for providing clients with strategic guidance and support, helping them to grow and protect their wealth effectively.
Qualifications
What it takes to win with us
An entrepreneurial mindset
A desire to control your own destiny and outcome
A passion for helping and educating people
The willingness to push hard in the short-term in order to enjoy long-term success
Licenses required (Life and Health, Series 6 & 63, Series 7 (optional)
Financial Advisor - MassMutual, Eastern PA (Horsham, PA)
Career Opportunity:
MassMutual Eastern PA is seeking an experienced Financial Advisor to join our team in Horsham, PA. This is a pivotal role for a seasoned professional with a deep understanding of wealth management and a track record of success in the financial industry.
Responsibilities
As a Financial Advisor at MassMutual, Eastern PA, with over 5 years of experience, your responsibilities will include:
Client Relationship Management: Build and maintain strong, long-lasting client relationships. Understand client needs and provide tailored financial advice.
Financial Planning: Develop comprehensive financial plans that align with clients' wealth management goals.
Investment Strategy: Create and manage investment portfolios, staying abreast of market trends to optimize client investments.
Risk Management: Evaluate and manage the risk associated with client portfolios, ensuring alignment with their risk tolerance.
Team Collaboration: Work with a team of financial professionals to provide holistic financial solutions to clients.
Sales and Business Development: Identify and pursue new business opportunities while expanding services to existing clients.
Continuing Education: Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and participating in professional societies.
These responsibilities are crucial for providing clients with strategic guidance and support, helping them to grow and protect their wealth effectively.
Qualifications
What it takes to win with us
An entrepreneurial mindset
A desire to control your own destiny and outcome
A passion for helping and educating people
The willingness to push hard in the short-term in order to enjoy long-term success
Licenses required (Life and Health, Series 6 & 63, Series 7 (optional)