Financial Planning Consultant Job at MassMutual Eastern PA, Philadelphia, PA

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  • MassMutual Eastern PA
  • Philadelphia, PA

Job Description

Job Description

Job Description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation:

$70,000

Responsibilities:
  • Deliver comprehensive financial planning, investment, and insurance solutions to individuals, families, and businesses.
  • Build and maintain long-term client relationships based on trust and expertise.
  • Leverage MassMutual’s robust network of specialists, including tax, estate planning, business development, and wealth management teams.
  • Utilize advanced digital tools to manage your business efficiently and provide enhanced transparency to clients.
  • Maintain all necessary licenses and adhere to compliance standards.
Qualifications:
  • Requires a Bachelor’s degree in finance, business administration, or related field
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • 2+ years of experience as a financial advisor, wealth manager, or related role.
  • Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).
  • Strong relationship-building, communication, and analytical skills.
  • Commitment to ethical, client-centered advice.
About Company

What We Offer

  • Competitive Compensation: Performance-based pay, vested residual income, allowances, bonuses, and top producer incentives.
  • Comprehensive Benefits: Medical, dental, vision, disability, life insurance, adoption assistance, and a 401(k) with company contributions.
  • Support & Resources: Access to a full suite of specialists and consultants to help you serve clients and grow your practice.
  • Independence & Flexibility: Run your business your way with the backing of a financially strong, client-focused company.
  • Recognition & Growth: Career development opportunities, recognition programs, and leadership pathways.

Location: Multiple locations/hybrid options available

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