Recent Graduate? Are you a dedicated individual passionate about creating tailored investment strategies to help clients achieve their financial aspirations? Do you possess a deep understanding of comprehensive financial planning? If so, we welcome you to explore the exciting opportunity of a Junior Financial Planner Consultant in the lively Philadelphia area and surrounding areas. What's Included • Independence: Take control of client relationships and data to propel your career forward. • Advanced Resources: Access cutting-edge tools and training programs. Receive expert support for professional development. • Varied Revenue Streams: Benefit from multiple income sources by partnering with leading companies under a flexible contract. • Team Collaboration: Work with a reputable broker-dealer and corporate RIA to expand your business reach confidently. • Commitment to Excellence: Join a team focused on surpassing expectations. Build lasting client trust with the reliability and financial stability of MassMutual. Responsibilities: Develop and execute personalized investment strategies. Provide clients with a comprehensive view of their financial status. Cultivate long-lasting relationships based on trust and honesty. Offer top-tier financial advice using cutting-edge tools. Expand service offerings through collaboration with industry leaders. Join Our Team Embark on a rewarding career path where your financial planning expertise can truly impact lives. Apply today to become a Junior Financial Planner Consultant and begin shaping your future now! Responsibilities: Junior Financial Advisor Tasks : • Conducting detailed client consultations to grasp their financial situations and objectives effectively. • Assisting in executing financial plans and monitoring their progression. • Educating clients on various investment options and potential risks to empower them in making well-informed decisions. • Establishing and nurturing strong client relationships through consistent communication and follow-ups. • Collaborating with senior financial planners and professionals to elevate service delivery standards. • Engaging in continuous professional development to enhance skills and knowledge in financial planning. Qualifications: Position Qualifications: Financial Services Professional • Education : A Bachelor’s Degree (B.A.) in a related field (such as business or finance) is necessary. • Experience : A minimum of 1 year of experience in financial, retirement, or estate planning services is required. • 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. • Industry Knowledge : Understanding the mutual funds, securities, and insurance industries is essential. • 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. • Sales Experience : Sales experience is preferred for this role. • Entrepreneurial Attitude : Applicants should possess an enterprising attitude and a drive to build a successful business. Compensation: $55,000 - $200,000 at plan earnings

• Junior Financial Advisor Tasks: • Conducting detailed client consultations to grasp their financial situations and objectives effectively. • Assisting in executing financial plans and monitoring their progression. • Educating clients on various investment options and potential risks to empower them in making well-informed decisions. • Establishing and nurturing strong client relationships through consistent communication and follow-ups. • Collaborating with senior financial planners and professionals to elevate service delivery standards. • Engaging in continuous professional development to enhance skills and knowledge in financial planning.