Junior Financial Planner at MassMutual, Eastern PA Location: Philadelphia, Horsham or Center Valley, PA (Hybrid) Job Description: • Assist senior advisors in developing financial plans and investment strategies. Work directly with clients 1-1 with support from the team. • Conduct market research and analyze financial data. • Prepare client presentations and reports through advanced tech systems • 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 and make a meaningful impact in their community. 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. • 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

• 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. • Team Collaboration: Work closely with senior advisors and other team members to ensure seamless service delivery and client satisfaction.