Please scroll down, To apply

Financial Consultant

hiring now

MassMutual North Carolina

2021-12-03 08:58:00

Job location Raleigh, North Carolina, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:

$50,000 - $70,000 yearly

Responsibilities:
  • Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Serve as a collaborative team player willing to further development through continued training opportunities
Qualifications:
  • A Bachelor's degree in finance, business administration, or alternate related analytical field is required
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus

  • Strong communication and relationship skills to support client building and ongoing management
  • Requires a college degree

About Company


We strive to please our clients, our associates, and our community. We have a fun, high-activity environment that offers flexibility and focuses on results. If you want to make an impact in people's lives, be around high-achieving mindset individuals, and create healthy, predictable revenue we can help get you there.

Inform a friend!

Similar jobs

Top