Financial Planning Consultant

Job information Financial Planning Consultant from the Company MassMutual Eastern PA, this latest Financial Planning Consultant job vacancy is located in the city Philadelphia, PA. This latest job opening is open to job seekers who have the latest education / graduate . Job Vacancies in this Finance field have been opened and published up to the specified time.

Job Description :

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor’s degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation:

$70,000

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:

• Requires a Bachelor’s degree in finance, business administration, or related field
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired

• 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