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

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  • MassMutual Eastern PA
  • Philadelphia, PA

Job Description

Financial Advisor – MassMutual Greater Philadelphia Are you ready to take your financial advisory career to the next level? Join MassMutual Greater Philadelphia and enjoy: • Unmatched Support: Access advanced planning resources, marketing tools, and expert mentorship to help you grow your practice. • Independence & Flexibility:  Build your business your way with open product architecture and the backing of a trusted Fortune 500 brand. • Competitive Compensation: Industry-leading pay, bonuses, and comprehensive benefits including health, retirement, and more. • Professional Growth: Ongoing training, leadership opportunities, and a collaborative, purpose-driven culture. Make a real impact in your community while building your success. Join MassMutual Greater Philadelphia-where your ambition meets opportunity. Apply today!Responsibilities: Key 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: • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • A Bachelor’s degree in business administration, finance, or a related field is required • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial • 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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