Jr Financial Advisor

MassMutual Eastern PA

Jr Financial Advisor

Philadelphia, PA
Full Time
Paid
  • Responsibilities

    Junior Financial Advisor at MassMutual, Eastern PA Job Description: • Help senior advisors put together financial plans and investment strategies while working directly with clients, with a little backup from the team. • Do some market research and dig into financial data. • Create client presentations and reports using cool tech tools. • Assist in managing client relationships. Experience: • Growth Opportunities: You’ll learn from seasoned pros and pick up useful skills that can boost your career. • Variety of Tasks: Get involved in everything from crafting financial plans to chatting with clients and researching the market. • Meaningful Impact: There’s real satisfaction in helping clients reach their financial goals. • Career Pathways: The financial advice field has clear routes for moving up. • Tech-Savvy Environment: Bring your fresh ideas and comfort with digital tools to the table. • Job Security: There’s a growing demand for financial advisors, especially with an aging population. • Personal Development: This role helps you build important soft skills like communication and problem-solving. Overall, being a Junior Financial Advisor is a great way to grow professionally and make a real difference in your community. Responsibilities: • Client Support : Assist senior advisors in managing client relationships, including responding to client inquiries and providing excellent customer service. • Financial Planning : Help prepare and develop comprehensive financial plans tailored to clients’ needs and goals. • Team Collaboration : Work closely with senior advisors and other team members to ensure seamless service delivery and client satisfaction. Qualifications: • Education : A Bachelor’s Degree (B.A.) in a related field (such as business or finance) is necessary. • Licenses : Not required upon application. Successful applicants will need to obtain FINRA Series 7 and 66, Life and Health licenses. The organization provides support, including paid training and study materials. • Qualities : The ideal candidate should have a desire to exceed peer expectations, a strong inclination to help and educate others, and a demonstrated determination to achieve long-term success through hard work in the short term. • Entrepreneurial : Applicants should possess an enterprising attitude and a drive to build a successful business. Compensation: $65,000 - $100,000 at plan earnings

    • Client Support: Assist senior advisors in managing client relationships, including responding to client inquiries and providing excellent customer service. • Financial Planning: Help prepare and develop comprehensive financial plans tailored to clients’ needs and goals. • Team Collaboration: Work closely with senior advisors and other team members to ensure seamless service delivery and client satisfaction.

  • Compensation
    $65,000-$100,000 per year