Financial Advisor
Full-time
MassMutual South Carolina
About Us
MassMutual South Carolina is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial needs and our commitment to their long-term financial wellbeing. Operating in a fast-paced, team-oriented environment, MassMutual SC fosters a culture of collaboration, continuous learning, and service to community.
We are seeking a Financial Advisor to join our team. Here at MassMutual SC, you will own your book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals. You will be able to trust in the fact that you are joining a rapidly-growing company in which you will have the unique ability to greatly impact our future trajectory. What's In It For You
- Unlimited compensation potential, with fixed or variable compensation options
- Online study resources provided to prepare for the SC Life and Health Exam
- Reimbursement for Life and Health Exam upon completion (and passing)
- One on One mentorship
- Digital Platforms
- Support and resources from a top 7 Broker Dealer locally and nationally
- Culture of collaboration and teamwork
Job Responsibilities
- Cultivate client relationships
- Advise clients on investment strategies, aligning with their financial goals and risk tolerance.
- Develop in-depth knowledge of our products and services to recommend suitable solutions based on client needs.
- Communicate effectively with clients to build long-lasting relationships
- Monitor financial market trends to ensure that the client's plans are effective.
- Complying with all industry rules and regulations, and with the company's policies.
Desired Qualifications
- 1-3 years' experience as a Financial Advisor or similar role.
- Strong critical thinking skills and ability to solve complex problems.
- Exceptional interpersonal and relationship building skills.
- A Bachelor's degree in finance, business or a related field.
Nice-to-Haves
- Health and Life License (preferred but not required).
- Successful completion of FINRA Series 7 and 66 exams (preferred but not required).
- CFP (Certified Financial Planner) certification
- Understanding and experience with financial planning software
- Proven track record of success in a sales role
- Experience with CRM software, ideally Salesforce.
- Passionate about providing excellent client service.
Vacancy posted more than 2 months ago
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