Financial Advisor
MassMutual Pacific
About Us MassMutual Pacific is a high-performing, dynamic firm of MassMutual, a leading financial services organization with a long history of helping individuals, families, and businesses work toward greater financial security. Our strength lies in taking a comprehensive approach to our clients' financial needs and building long-term relationships based on trust. MassMutual Pacific offers a collaborative, team-oriented environment focused on professional development, continuous learning, and serving our communities. The Opportunity We are seeking a motivated Financial Advisor who is ready to take the next step in their financial services career. This opportunity is ideal for someone who already has a foundation in financial services, banking, insurance, or an early-stage advisory role and wants to expand into a broader financial planning practice. As a Financial Advisor with MassMutual Pacific, you will build and own your book of business, develop new client relationships, and help individuals and families work toward their long-term financial goals through financial planning, investment strategies, retirement planning, and protection solutions. You will have the opportunity to grow your practice while receiving mentorship, training, technology, and access to experienced advisors and planning specialists. What's In It For You Opportunity to build and own your book of business One-on-one mentorship and ongoing professional development Access to digital platforms, technology, and marketing resources Support from experienced advisors and financial planning specialists Opportunities to develop across investments, financial planning, and protection Collaborative and team-oriented culture Entrepreneurial flexibility with the support of an established financial services Job Responsibilities Cultivate and maintain long-term client relationships. Meet with clients to understand their financial goals, priorities, and risk tolerance. Help clients develop strategies involving investments, retirement planning, wealth accumulation, and financial protection. Build your practice through networking, referrals, prospecting, and community involvement. Develop in-depth knowledge of available financial products and services to help identify appropriate client solutions. Conduct ongoing client reviews as financial goals and circumstances evolve. Collaborate with experienced advisors and specialists on financial planning, estate planning, insurance, investment, and other client needs. Stay current on financial planning strategies, products, industry developments, and market trends. Maintain compliance with applicable industry regulations and company policies. Desired Qualifications Active Life Insurance license required. Previous experience in financial services, banking, insurance, investments, client relationship management, or an early-career Financial Advisor role. Strong interpersonal, communication, and relationship-building skills. Self-motivated with an entrepreneurial mindset and desire to build a long-term advisory practice. Strong critical-thinking and problem-solving skills. Nice-to-Haves SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or Variable Products registration. Bachelor's degree in Finance, Business, Economics, Marketing, Management, or a related field. Experience as a Financial Advisor, Financial Professional, Banker, Registered Representative, Financial Consultant, Relationship Manager, or Insurance Professional. Experience with financial planning or CRM software. Background in business development, consultative sales, prospecting, or relationship management. Passion for financial planning, investments, wealth management, and providing excellent client service. If you have already started building a career in financial services and are looking for an opportunity to expand your capabilities, develop your practice, and work with clients across a broader range of financial needs, we would like to connect with you. #J-18808-Ljbffr
$70.3k - $115k
...Position Summary Meet with and profile credit union members in order to determine the most appropriate products to meet their long-term financial goals. Provide advice and guidance regarding retirement planning, college funding, long-term investing, and the members’ financial...SuggestedRemote work- ...Logix Federal Credit Union in Pasadena seeks a Financial Services Officer I (or II) to build lasting member relationships and assess financial needs. You will guide members toward the best depository and loan products to meet their goals, including mortgages and credit...SuggestedLocal area
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...using the internal application process. This position involves performing high level customer service and a working knowledge of financial aid, student accounts and registrar regulations and departmental policies and procedures. Hours Monday-Friday, 8.5 hour shifts are...Hourly payWork at officeMonday to FridayShift workAfternoon shift$28 - $33 per hour
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$123k
...Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships in the financial services industry. We seek an individual who can develop effective, analytics‑based strategies, exhibit great listening and communication skills...- Citi in Sherman Oaks, CA is seeking an entry-level Universal Banker to support sales and service activities in the branch, helping build customer loyalty and drive simple sales opportunities. In this role you will assist with basic account openings, handle routine transactions...
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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- ...GoldBook Financial is seeking a Financial Advisor to build and manage your own practice within the MassMutual family. You will deliver comprehensive strategies for individuals, families, and business owners. This entrepreneurial, relationship-driven role provides training...
$20 - $21.63 per hour
General Summary Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences...Full timeWork at officeFlexible hours- ...and help you.A platform built for durable, organic growth.Our advisors average $250M in AUM across ~120 households and continue to grow... ...tax and wealth strategies that protect legacy and align financial decisions with life goals.We’re selectively adding senior wealth...Full timeShift work
$71k
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...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$90k - $110k
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...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms.... ...the scale of MassMutual behind you. We believe the strongest advisor-client relationships are built on trust, personalized guidance,...Full timeLocal areaFlexible hours$90k - $110k
...Financial Planning Specialist A well-established investment advisory firm in Pasadena is seeking an experienced Financial Planning Specialist to join its collaborative wealth management team. This is an excellent opportunity for a financial planning professional who enjoys...Full timeLocal areaMonday to Friday
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