Financial Advisor

Find the supportive independence you craveReceive the support you needSo many people don't move forward with their dreams of business ownership because of a lack of solid guidance, resources, and coaching. But what if you had a little help from people who know a thing or two about how to get people started in business? Would you do it then?About MassMutual PittsburghMassMutual Pittsburgh is a comprehensive financial planning and wealth management firm dedicated to developing strategies to help our clients create, grow and protect wealth and the ones they love. Our team has been serving the Pittsburgh region for many years, offering solutions for individuals, families, and businesses with the goal of creating a sustainable financial future. We pride ourselves on our commitment to serving the community with the utmost integrity, steadfast focus on client satisfaction and unwavering professionalism.The **We are currently seeking a Financial Advisor to join our team. In this role, you will be responsible for building your book of business, advising clients on various financial products and services, developing personalized financial strategies, and delivering superior customer service. This is an exciting opportunity if you seek to build a rewarding, long-term career leveraging your skills and experience in a collaborative and supportive environment.Job *Build a network of clientsAssess clients financial situations, understand their needs and develop a comprehensive financial planProvide information about various financial products and services, including life insurance, retirement plans, and investment opportunitiesEnsure clients financial plans are implemented efficiently, monitor progress, and revise as necessary to accommodate changing needs and objectivesBuild and maintain client relationships, seek opportunities to solicit new businessStay updated with financial products, market trends, and the legal regulations that pertain to financial planningDesired *PA Life Accident and Health License or ability to obtain license in the first 3 monthsA Bachelors degree in Finance, Business, Economics, or a related fieldProficiency in using financial planning tools and softwareFamiliarity with financial regulations and industrys best practicesExcellent communication, interpersonal, and relationship-building skills**SIE, FINRA 7 and 66, or ability to obtain them in the first 6 monthsCFP, CFA, or related professional designationExperience with CRM systemsStrong network within the Pittsburgh communityExperience in a customer-facing role in insurance and investment servicesPassionate about making a significant impact in a client's financial journey, with a focus on building and managing long-term client relationships

Created: 2025-02-26