Junior Financial Advisor at MassMutual, Eastern PA Location: Philadelphia or Center Valley, PA (Hybrid) Job Description: • Assist senior advisors in developing financial plans and investment strategies. • Conduct market research and analyze financial data. • Prepare client presentations and reports. • Support client relationship management and service. What you will experience: • Learning and Growth Opportunities : As a junior advisor, you get to learn from experienced professionals, gaining valuable insights and skills that can propel your career forward. • Diverse Responsibilities : The role often involves a variety of tasks, from preparing financial plans and conducting market research to interacting with clients and assisting in investment strategies.. • Client Impact : Helping clients achieve their financial goals can be very fulfilling. • Career Advancement : The financial advisory field offers clear pathways for advancement. • Tech-Savvy Environment : Junior advisors often bring fresh perspectives and are more comfortable with digital tools and platforms. • Job Security and Demand : With an aging population and increasing awareness of the importance of financial planning, the demand for financial advisors is growing. • Personal Development: The role helps you develop essential soft skills such as communication, problem-solving, and analytical thinking. Overall, being a Junior Financial Advisor is a fantastic opportunity to grow professionally, make a meaningful impact, and enjoy a dynamic and secure career. Responsibilities: Responsibilities of a Junior Financial Advisor at MassMutual: • 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. • Data Analysis : Analyze financial data and client portfolios to identify opportunities for improvement and growth. • 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. • 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 : Applicants should possess an enterprising attitude and a drive to build a successful business. Compensation: $55,000 - $200,000 at plan earnings

• Responsibilities of a Junior Financial Advisor at MassMutual: • 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. • Data Analysis: Analyze financial data and client portfolios to identify opportunities for improvement and growth. • Team Collaboration: Work closely with senior advisors and other team members to ensure seamless service delivery and client satisfaction.