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Financial Advisor
Financial AdvisorMassMutual Pacific • Pasadena, CA, US
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Financial Advisor

Financial Advisor

MassMutual Pacific • Pasadena, CA, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

About us :

MassMutual Greater Los Angeles, 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 Greater Los Angeles fosters a culture of collaboration, continuous learning, and service to community.

The Opportunity :

We are seeking a Financial Advisor to join our team. Here at MassMutual Greater Los Angeles 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
  • 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 :

  • 3-5 years experience as a Financial Advisor or similar role.
  • Health and Life License
  • Successful completion of FINRA Series 7 and 66 exams.
  • Strong critical thinking skills and ability to solve complex problems.
  • Exceptional interpersonal and relationship building skills.
  • A Bachelor's degree in finance or a related field.

    • Nice-to-Haves :

  • 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.
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